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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
851
Portside Wealth Group
Utah
$2.64M +$262K +7,764 +11%
CVM
852
Cheviot Value Management
California
$2.63M +$120K +3,541 +5%
EWA
853
Exencial Wealth Advisors
Oklahoma
$2.62M -$410K -12,128 -13%
DWT
854
Dorsey & Whitney Trust
South Dakota
$2.62M +$714K +21,125 +35%
OPTFSNA
855
Old Point Trust & Financial Services N A
Virginia
$2.61M -$70.5K -2,087 -3%
MA
856
Montag & Associates
Georgia
$2.59M +$877K +25,957 +48%
SVWAG
857
Sound View Wealth Advisors Group
Georgia
$2.57M -$437K -12,933 -14%
OAM
858
Oak Asset Management
California
$2.57M +$418K +12,368 +18%
MFGM
859
Marshall Financial Group (Maryland)
Maryland
$2.57M -$13K -384 -0.5%
CFCI
860
Comprehensive Financial Consultants Institutional
Indiana
$2.55M +$512K +15,156 +24%
BHPW
861
Beverly Hills Private Wealth
California
$2.53M -$1.94M -57,463 -42%
MNBTD
862
Moody National Bank Trust Division
Texas
$2.53M -$901K -26,655 -25%
AIM
863
Aigen Investment Management
New York
$2.53M +$2.63M +77,984 New
ACG
864
Allen Capital Group
Nebraska
$2.51M +$33.8K +999 +1%
CWM
865
Concentric Wealth Management
California
$2.51M +$38.2K +1,130 +1%
FCH
866
Freestone Capital Holdings
Washington
$2.5M -$521K -15,419 -17%
MFG
867
Merit Financial Group
Georgia
$2.5M -$375K -11,110 -13%
LOAMU
868
Lombard Odier Asset Management (USA)
New York
$2.5M +$304K +9,000 +13%
PHS
869
Pekin Hardy Strauss
Illinois
$2.48M -$474K -14,031 -15%
SCP
870
Shorepoint Capital Partners
Massachusetts
$2.48M -$279K -8,248 -10%
CW
871
CreativeOne Wealth
Kansas
$2.47M +$748K +22,126 +41%
WAP
872
Wealthcare Advisory Partners
Pennsylvania
$2.47M -$1.32M -39,058 -34%
MGIA
873
Moneta Group Investment Advisors
Missouri
$2.46M -$177K -5,236 -6%
CA
874
Commerzbank Aktiengesellschaft
Germany
$2.45M +$49.1K +1,453 +2%
FNBTCON
875
First National Bank & Trust Co of Newtown
Pennsylvania
$2.43M -$158K -4,687 -6%
33 34
35
36 37