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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1226
Geneos Wealth Management
Colorado
$5.25M +$2.68M +13,098 +59%
IB
1227
Intrust Bank
Kansas
$5.25M -$272K -1,331 -5%
FNB
1228
Farmers National Bank
Kentucky
$5.22M +$4.89M +23,886 New
WA1
1229
Wimmer Associates 1
California
$5.22M -$361K -1,765 -7%
PGAM
1230
Princeton Global Asset Management
New Jersey
$5.22M +$124K +604 +3%
MYIA
1231
Mount Yale Investment Advisors
Colorado
$5.21M +$119K +582 +3%
SCM
1232
Schnieders Capital Management
California
$5.21M +$149K +730 +3%
MHS
1233
M Holdings Securities
Oregon
$5.2M +$259K +1,268 +6%
FIG
1234
Freed Investment Group
Massachusetts
$5.2M +$4.86M +23,772 New
S
1235
SimplyRich
California
$5.19M – – –
PP
1236
Prospector Partners
Connecticut
$5.18M -$71.6K -350 -1%
PP
1237
PDT Partners
New York
$5.17M -$3.29M -16,078 -40%
BP
1238
Broadleaf Partners
Ohio
$5.17M -$33.6K -164 -0.7%
SC
1239
Sawyer & Company
Massachusetts
$5.17M -$47.1K -230 -1%
CT
1240
Clearstead Trust
Maine
$5.15M +$353K +1,724 +8%
SFP
1241
Shepherd Financial Partners
Massachusetts
$5.14M +$126K +617 +3%
LA
1242
LVW Advisors
New York
$5.14M +$838K +4,097 +21%
IFG
1243
Independent Financial Group
California
$5.14M -$66.1K -323 -1%
BIM
1244
Baldwin Investment Management
Pennsylvania
$5.12M +$363K +1,775 +8%
AIC
1245
Argus Investors Counsel
New York
$5.11M -$718K -3,510 -13%
CA
1246
Cornerstone Advisory
Maryland
$5.1M -$51.4K -251 -1%
VCM
1247
Virtue Capital Management
Tennessee
$5.09M -$31.3K -153 -0.7%
ECM
1248
Exchange Capital Management
Michigan
$5.08M -$140K -684 -3%
BSW
1249
Buckingham Strategic Wealth
Missouri
$5.05M +$1.44M +7,051 +44%
AWP
1250
Ascent Wealth Partners
New York
$5.05M -$99.9K -488 -2%
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