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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1876
Clifford Swan Investment Counsel
California
$1.29M -$160K -801 -11%
CIA
1877
Choate Investment Advisors
Massachusetts
$1.29M +$84.9K +425 +7%
IIC
1878
Ironwood Investment Counsel
Arizona
$1.29M +$33.4K +167 +3%
LDFR
1879
Lehman & Derafelo Financial Resources
Pennsylvania
$1.28M -$163K -817 -11%
SAM
1880
SP Asset Management
California
$1.28M +$153K +766 +13%
WLPWM
1881
Walled Lake Planning & Wealth Management
Illinois
$1.28M -$59.3K -297 -4%
SFI
1882
SPC Financial Inc
Maryland
$1.28M +$102K +513 +9%
AWC
1883
Abundance Wealth Counselors
Pennsylvania
$1.28M +$120K +602 +10%
SCP
1884
Stamos Capital Partners
California
$1.26M – – –
BFO
1885
Biltmore Family Office
North Carolina
$1.26M – – –
FL
1886
Fort LP
Maryland
$1.26M +$170K +851 +16%
OIS
1887
Okabena Investment Services
Minnesota
$1.26M +$387K +1,939 +45%
TC
1888
Trust Company
Kansas
$1.25M -$3K -15 -0.2%
AWM
1889
Avitas Wealth Management
California
$1.25M +$50.1K +251 +4%
CA
1890
Cambridge Advisors
Nebraska
$1.25M – – –
MIM
1891
Moseley Investment Management
Florida
$1.25M +$48.1K +241 +4%
AIA
1892
Angeles Investment Advisors
California
$1.24M -$214K -1,070 -15%
SEC
1893
Seven Eight Capital
New York
$1.24M +$1.24M +6,210 New
WA
1894
Wealth Alliance
New York
$1.24M -$150K -752 -11%
TPWA
1895
TRUE Private Wealth Advisors
Oregon
$1.24M +$69.7K +349 +6%
BCM
1896
Blume Capital Management
California
$1.24M +$225K +1,125 +22%
CP
1897
Covenant Partners
Tennessee
$1.24M -$189K -947 -13%
MFG
1898
Magnus Financial Group
New York
$1.23M -$172K -859 -12%
AC
1899
Avestar Capital
New York
$1.23M +$73.1K +366 +6%
CWM
1900
Circle Wealth Management
New Jersey
$1.23M -$4.79K -24 -0.4%
74 75
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