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Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
826
Lebenthal Global Advisors
New York
$241K +$5.78K +24 +2%
KCM
827
KRS Capital Management
Michigan
$239K -$42.1K -175 -14%
GCS
828
Gordian Capital (Singapore)
Singapore
$239K – – –
PP
829
Pegasus Partners
Wisconsin
$238K +$256K +1,065 New
BL
830
Balentine LLC
Georgia
$237K -$1.21M -5,016 -83%
SQA
831
Simon Quick Advisors
New Jersey
$237K -$67.7K -281 -21%
AF
832
Allworth Financial
California
$234K +$19.7K +82 +9%
FT
833
Fiduciary Trust
Massachusetts
$234K – – –
AT
834
Arden Trust
Delaware
$233K -$8.19K -34 -3%
IAG
835
Investment Advisory Group
Massachusetts
$233K -$241 -1 -0.1%
HCM
836
Hollencrest Capital Management
California
$233K +$28.9K +120 +13%
GDP
837
Great Diamond Partners
Maine
$231K -$3.37K -14 -1%
DWT
838
Dorsey & Whitney Trust
South Dakota
$231K +$482 +2 +0.2%
PP
839
PDS Planning
Ohio
$230K -$4.82K -20 -2%
CP
840
Castleview Partners
Texas
$229K -$40.4K -168 -14%
PFG
841
Prosperity Financial Group
California
$229K +$10.1K +42 +4%
BAM
842
Bayshore Asset Management
Florida
$227K – – –
LSAG
843
Lake Street Advisors Group
New Hampshire
$226K +$54.7K +227 +29%
SWP
844
Strategic Wealth Partners
Ohio
$226K +$243K +1,010 New
VC
845
Vicus Capital
Pennsylvania
$225K +$5.06K +21 +2%
FW
846
FullCircle Wealth
Texas
$224K +$244K +1,014 New
LCS
847
Levin Capital Strategies
New York
$224K -$241K -1,000 -50%
LFA
848
Legacy Financial Advisors
Kentucky
$223K +$17.6K +73 +8%
PWM
849
Palumbo Wealth Management
New York
$222K +$59.5K +247 +33%
PCM
850
Penserra Capital Management
California
$222K +$6.5K +27 +3%
32 33
34
35 36