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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1826
Bell & Brown Wealth Advisors
California
$394K +$6.25K +118 +2%
BP
1827
BBR Partners
New York
$392K -$27.2K -513 -7%
GWS
1828
Glassman Wealth Services
Virginia
$391K -$318 -6 -0.1%
SWM
1829
Selective Wealth Management
Virginia
$387K +$384K +7,251 New
SICM
1830
Sustainable Insight Capital Management
New York
$384K -$347K -6,559 -48%
IFAM
1831
Institutional & Family Asset Management
Colorado
$384K -$23.1K -437 -6%
FTI
1832
Fiduciary Trust International
Massachusetts
$382K – – –
HIS
1833
Horizon Investment Services
Indiana
$381K +$119K +2,243 +46%
CFA
1834
Capstone Financial Advisors
Illinois
$379K -$20K -377 -5%
KS
1835
Karpas Strategies
Connecticut
$377K – – –
TCM
1836
Tradewinds Capital Management
Washington
$377K +$19.8K +374 +6%
CA
1837
Cambridge Advisors
Nebraska
$376K -$120K -2,275 -24%
BCA
1838
Berman Capital Advisors
Georgia
$376K +$34.8K +658 +10%
DW
1839
Domani Wealth
Pennsylvania
$375K -$76.5K -1,445 -17%
HCMNY
1840
Howard Capital Management (New York)
New York
$375K -$27.6K -521 -7%
MFW
1841
Meristem Family Wealth
Minnesota
$374K -$7.36K -139 -2%
NPPM
1842
North Point Portfolio Managers
Ohio
$374K – – –
CIC
1843
Chase Investment Counsel
Virginia
$374K +$56.8K +1,074 +18%
CH
1844
Canton Hathaway
Rhode Island
$374K +$371K +7,000 New
LC
1845
Loews Corp
New York
$373K – – –
AIA
1846
AIMZ Investment Advisors
California
$372K – – –
KP
1847
Keel Point
Alabama
$372K +$17.7K +335 +5%
SWM
1848
Segment Wealth Management
Texas
$371K +$12.7K +239 +4%
SFG
1849
StrategIQ Financial Group
Indiana
$370K +$10.6K +200 +3%
JGIA
1850
Jackson Grant Investment Advisers
Connecticut
$370K +$11.8K +223 +3%
72 73
74
75 76