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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1876
Mission Wealth Management
California
$904K -$40.9K -217 -4%
KPW
1877
Kore Private Wealth
New York
$901K +$231K +1,226 +28%
CCMG
1878
Clark Capital Management Group
Pennsylvania
$898K -$3.2K -17 -0.3%
LCM
1879
Leisure Capital Management
California
$897K +$7.35K +39 +0.7%
PDM
1880
Penn Davis McFarland
Texas
$890K – – –
PWMAG
1881
Pinnacle Wealth Management Advisory Group
New Jersey
$889K +$130K +690 +14%
IIC
1882
Ironwood Investment Counsel
Arizona
$887K +$10.7K +57 +1%
BPA
1883
Beacon Pointe Advisors
California
$883K -$353K -1,876 -26%
SWA
1884
Sutton Wealth Advisors
Florida
$883K +$6.22K +33 +0.6%
DWM
1885
Dorchester Wealth Management
Quebec, Canada
$880K -$301K -1,599 -23%
FIA
1886
Foundations Investment Advisors
Arizona
$880K +$30.3K +161 +3%
FNBOH
1887
First National Bank of Hutchinson
Kansas
$879K -$35.2K -187 -3%
S
1888
Seeyond
France
$878K -$413K -2,195 -29%
CSIC
1889
Clifford Swan Investment Counsel
California
$877K +$123K +651 +14%
AF
1890
Allworth Financial
California
$874K -$14.9K -79 -1%
CNBT
1891
Cornerstone National Bank & Trust
Illinois
$873K -$135K -714 -12%
CB
1892
CNB Bank
Pennsylvania
$871K +$226K +1,201 +29%
BEAM
1893
Baker Ellis Asset Management
Washington
$870K – – –
DC
1894
Diametric Capital
Massachusetts
$868K +$1.01M +5,387 New
SEEDPG
1895
S.E.E.D. Planning Group
New York
$867K -$96.6K -513 -9%
VIP
1896
Vantage Investment Partners
Missouri
$852K -$25.8M -137,045 -96%
CPO
1897
Cerity Partners OCIO
New York
$848K +$34.5K +183 +4%
TPWA
1898
TRUE Private Wealth Advisors
Oregon
$843K -$246K -1,306 -20%
MIH
1899
Meitav Investment House
Israel
$842K -$1.12M -5,959 -53%
CBFP
1900
Cedar Brook Financial Partners
Ohio
$839K +$62.7K +333 +7%
74 75
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