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Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
1376
Fieldpoint Private Securities
Connecticut
$4.13M +$49.8K +232 +1%
MWM
1377
Madison Wealth Management
Ohio
$4.12M +$145K +676 +4%
HIM
1378
Hotaling Investment Management
Pennsylvania
$4.11M +$102K +476 +3%
MYIA
1379
Mount Yale Investment Advisors
Colorado
$4.11M -$367K -1,710 -8%
GPTE
1380
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.1M +$4.06M +18,926 New
PTC
1381
Private Trust Company
Ohio
$4.1M -$45.9K -214 -1%
AG
1382
Ascent Group
Virginia
$4.05M +$4.22M +19,648 New
IAN
1383
Integrated Advisors Network
Texas
$4.04M -$465K -2,166 -10%
MCCP
1384
Mission Creek Capital Partners
California
$4.03M +$42.1K +196 +1%
ADL
1385
Asset Dedication LLC
California
$4.03M -$271K -1,262 -6%
ACM
1386
Alpha Capital Management
Texas
$4.02M +$147K +684 +4%
PT
1387
Plimoth Trust
Massachusetts
$4.02M +$93K +433 +2%
LOPW
1388
Live Oak Private Wealth
North Carolina
$4.01M +$216K +1,004 +6%
SWIG
1389
Strategic Wealth Investment Group
Kentucky
$4M +$650K +3,030 +20%
WCA
1390
Waratah Capital Advisors
Ontario, Canada
$4M -$27.7M -129,031 -87%
WDA
1391
Wendell David Associates
New Hampshire
$4M +$80.1K +373 +2%
ACM
1392
Arthedge Capital Management
New York
$3.99M – – –
MFW
1393
Meristem Family Wealth
Minnesota
$3.99M -$44.4K -207 -1%
RWM
1394
RBA Wealth Management
California
$3.98M +$3.94M +18,373 New
RIM
1395
Regent Investment Management
Kentucky
$3.98M +$171K +795 +5%
AC
1396
Asio Capital
Kentucky
$3.97M +$175K +815 +5%
AAS
1397
Ameritas Advisory Services
Nebraska
$3.97M +$3.93M +18,323 New
NIMI
1398
Natixis Investment Managers International
France
$3.96M -$298K -1,386 -7%
FAIM
1399
Financial Advocates Investment Management
Washington
$3.96M +$231K +1,076 +6%
LSAG
1400
Lake Street Advisors Group
New Hampshire
$3.96M +$3.92M +18,248 New
54 55
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