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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
926
Finer Wealth Management
Massachusetts
$3.07M -$64.5K -1,491 -2%
BG
927
Bollard Group
Massachusetts
$3.07M +$175K +4,043 +6%
UAG
928
United Advisor Group
Ohio
$3.07M +$849K +19,605 +39%
WAM
929
Weatherly Asset Management
California
$3.06M -$198K -4,574 -6%
KCM
930
Kerusso Capital Management
North Carolina
$3.05M -$179K -4,135 -6%
GWM
931
Gibbs Wealth Management
Georgia
$3.05M +$559K +12,916 +23%
WAM
932
Weiss Asset Management
Massachusetts
$3.03M +$658K +15,200 +28%
AC
933
AlphaCore Capital
California
$3.03M +$373K +8,613 +14%
SIA
934
Strategic Investment Advisors
Michigan
$3.02M -$74.6K -1,723 -2%
RWM
935
Rockline Wealth Management
New York
$3.02M +$87K +2,010 +3%
M
936
Mirova
France
$3.01M +$1.01M +23,405 +52%
BGC
937
Beutel, Goodman & Co
Ontario, Canada
$3.01M -$689K -15,925 -19%
SS
938
Sunbelt Securities
Texas
$2.98M -$1.74M -40,146 -37%
LG
939
Leuthold Group
Minnesota
$2.98M +$99.5K +2,298 +4%
CBB
940
Citizens Business Bank
California
$2.97M +$53.4K +1,233 +2%
PCS
941
Personal CFO Solutions
New Jersey
$2.97M -$260K -5,999 -8%
MSAM
942
Moloney Securities Asset Management
Missouri
$2.96M +$252K +5,823 +9%
GFA
943
Gifford Fong Associates
California
$2.96M – – –
AWC
944
Abundance Wealth Counselors
Pennsylvania
$2.95M +$18.4K +425 +0.6%
SLFPAM
945
St. Louis Financial Planners Asset Management
Missouri
$2.95M +$900K +20,792 +45%
ZIG
946
Zurich Insurance Group
Switzerland
$2.95M +$2.9M +67,100 New
SW
947
Simplicity Wealth
New Jersey
$2.94M -$1.25M -28,784 -30%
UA
948
Unison Advisors
District of Columbia
$2.92M +$44.7K +1,033 +2%
LCM
949
Lazari Capital Management
California
$2.92M -$33.2K -766 -1%
IEFM
950
IQ EQ Fund Management
Ireland
$2.91M -$299K -6,900 -9%
36 37
38
39 40