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Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1401
Cardinal Point Capital Management
Ontario, Canada
$492K +$193K +608 +71%
UCB
1402
United Community Bank
South Carolina
$491K +$143K +452 +45%
AA
1403
Alta Advisers
United Kingdom
$490K – – –
TYCC
1404
Texas Yale Capital Corp
Florida
$490K +$47.6K +150 +11%
FCBT
1405
First Citizens Bank & Trust
North Carolina
$489K -$98.6K -311 -18%
LGA
1406
Lebenthal Global Advisors
New York
$489K -$167K -527 -27%
QFP
1407
Quantum Financial Partners
Kansas
$489K +$463K +1,459 New
PAG
1408
Poinciana Advisors Group
Florida
$488K -$52.6K -166 -10%
PA
1409
PFG Advisors
Arizona
$487K +$31.7K +100 +7%
RCA
1410
Resonant Capital Advisors
Wisconsin
$486K +$104K +328 +29%
LWM
1411
Langley Wealth Management
Mississippi
$484K +$459K +1,446 New
EA
1412
Enclave Advisors
Texas
$483K -$54.9K -173 -11%
FB
1413
Fulton Bank
Pennsylvania
$483K -$7.29K -23 -2%
LWMM
1414
Legacy Wealth Management (Mississippi)
Mississippi
$482K +$5.39K +17 +1%
CI
1415
Conning Inc
Connecticut
$481K +$456K +1,437 New
MG
1416
Mather Group
Illinois
$481K +$317K +998 +228%
AFC
1417
AFT Forsyth & Company
Florida
$479K +$454K +1,430 New
MCWS
1418
McKinley Carter Wealth Services
West Virginia
$478K – – –
LIA
1419
LBMC Investment Advisors
Tennessee
$478K +$453K +1,428 New
VCA
1420
Verdence Capital Advisors
Maryland
$478K +$1.59K +5 +0.4%
PMAM
1421
Picton Mahoney Asset Management
Ontario, Canada
$477K -$107K -336 -19%
YIA
1422
YHB Investment Advisors
Connecticut
$476K +$143K +452 +47%
EFM
1423
E Fund Management
China
$476K -$3.05M -9,626 -87%
MFWP
1424
Mosaic Family Wealth Partners
Missouri
$476K +$450K +1,420 New
MPWT
1425
MassMutual Private Wealth & Trust
Connecticut
$475K +$82.1K +259 +22%
55 56
57
58 59