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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
1851
Traverso Chambers Private Wealth Management
California
$754K +$5.09K +89 +0.6%
WTFG
1852
Wells Trecaso Financial Group
Ohio
$753K -$2.63K -46 -0.3%
HPWM
1853
Highland Private Wealth Management
Washington
$752K +$6.64K +116 +0.8%
KFI
1854
Key Financial Inc
Pennsylvania
$749K -$237K -4,144 -23%
SAM
1855
S.A. Mason
Michigan
$749K +$229 +4 +0%
SP
1856
Sarasin & Partners
United Kingdom
$748K – – –
PGIM
1857
Pacific Global Investment Management
California
$744K -$51.4K -898 -6%
GAM
1858
Griffin Asset Management
New York
$741K -$22.1K -387 -3%
NJBEST
1859
New Jersey Better Educational Savings Trust
New Jersey
$741K – – –
BCP
1860
Berkeley Capital Partners
Georgia
$740K -$64.7K -1,130 -8%
HCM
1861
Howland Capital Management
Massachusetts
$740K -$13K -228 -2%
NAS
1862
Nicolet Advisory Services
Wisconsin
$737K +$188K +3,281 +31%
OI
1863
Oakbrook Investments
Illinois
$736K -$266K -4,650 -25%
SLF
1864
Sun Life Financial
Ontario, Canada
$735K -$27K -472 -3%
SAM
1865
SignalPoint Asset Management
Missouri
$732K +$20.6K +360 +3%
TCM
1866
Tributary Capital Management
Nebraska
$730K -$28.6K -500 -4%
EA
1867
Emerald Advisors
Washington
$724K +$177K +3,100 +32%
SFWC
1868
Strategic Family Wealth Counselors
New Jersey
$722K -$21.5K -376 -3%
ST
1869
Sentinel Trust
Texas
$719K +$766K +13,382 New
PHK
1870
Point72 Hong Kong
Hong Kong
$718K +$57.9K +1,012 +8%
AC
1871
Avestar Capital
New York
$710K +$267K +4,669 +55%
MCCP
1872
Mission Creek Capital Partners
California
$709K +$1.09K +19 +0.1%
LCM
1873
Lucas Capital Management
New Jersey
$708K -$93.5K -1,635 -11%
WCF
1874
West Coast Financial
California
$707K +$9.1K +159 +1%
BAM
1875
Beaumont Asset Management
Texas
$706K +$753K +13,156 New
73 74
75
76 77