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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1251
Asset Dedication LLC
California
$6.17M +$149K +650 +3%
MWM
1252
Meridian Wealth Management
Kentucky
$6.15M +$1.53M +6,666 +35%
NCM
1253
Nelson Capital Management
California
$6.14M -$98.6K -431 -2%
ISL
1254
Ingalls & Snyder LLC
New York
$6.14M -$108K -473 -2%
JC
1255
JB Capital
Connecticut
$6.14M -$272K -1,187 -4%
CW
1256
Connectus Wealth
Ohio
$6.13M -$177K -773 -2%
CHAM
1257
Clear Harbor Asset Management
Connecticut
$6.1M +$2.36M +10,300 +67%
PCP
1258
Proficio Capital Partners
Massachusetts
$6.09M -$87K -380 -1%
HSA
1259
HBK Sorce Advisory
Pennsylvania
$6.08M -$400K -1,748 -6%
HCM
1260
Harvey Capital Management
Florida
$6.07M -$116K -505 -2%
AT
1261
American Trust
Kentucky
$6.07M +$94.8K +414 +2%
IWM
1262
IHT Wealth Management
Illinois
$6.04M +$128K +561 +2%
GIA
1263
Gladstone Institutional Advisory
Florida
$6.03M +$301K +1,314 +5%
HTC
1264
Haverford Trust Company
Pennsylvania
$6.01M +$273K +1,194 +5%
PFU
1265
Parus Finance (UK)
United Kingdom
$6.01M +$2.67M +11,686 +86%
CT
1266
Clearstead Trust
Maine
$5.98M -$661K -2,889 -10%
AWP
1267
Ascent Wealth Partners
New York
$5.96M +$309K +1,352 +6%
GAAM
1268
Guinness Atkinson Asset Management
California
$5.95M -$136K -596 -2%
CLCM
1269
Center Lake Capital Management
Florida
$5.94M -$14.9M -65,000 -72%
KFBMI
1270
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.94M – – –
RA
1271
Rovida Advisors
Florida
$5.93M – – –
LG
1272
Leuthold Group
Minnesota
$5.93M -$208K -910 -4%
UF
1273
Univest Financial
Pennsylvania
$5.92M -$219K -957 -4%
TPA
1274
Trivium Point Advisory
Connecticut
$5.92M -$63.9K -279 -1%
SWS
1275
SYSTM Wealth Solutions
Illinois
$5.91M +$931K +4,068 +20%
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