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Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
901
Jamison Private Wealth Management
Georgia
$103K – – –
BTI
902
Blue Trust Inc
Georgia
$102K +$27.1K +114 +32%
WPWM
903
Western Pacific Wealth Management
Illinois
$99.4K – – –
EDRH
904
Edmond de Rothschild Holding
Switzerland
$93.3K -$14K -59 -15%
FHA
905
First Horizon Advisors
Tennessee
$92.2K -$1.43K -6 -2%
GWM
906
Geneos Wealth Management
Colorado
$89.4K +$5.71K +24 +8%
HIIFS
907
Harel Insurance Investments & Financial Services
Israel
$86K -$8.1K -34 -10%
PCMC
908
Planning Capital Management Corporation
Pennsylvania
$85.6K +$73.8K +310 New
HI
909
Harbour Investments
Wisconsin
$83.9K +$38.8K +163 +116%
BHWM
910
Bay Harbor Wealth Management
Maryland
$79.5K – – –
DCP
911
DSM Capital Partners
Florida
$79.5K +$68.6K +288 New
KFS
912
Kelly Financial Services
Massachusetts
$78.1K +$5.48K +23 +9%
CLOS
913
Compagnie Lombard Odier SCmA
Switzerland
$77.6K – – –
C
914
Covestor
United Kingdom
$77K +$32.6K +137 +97%
FP
915
Financial Perspectives
Minnesota
$76.5K – – –
FIM
916
FWL Investment Management
Texas
$75.9K – – –
PTC
917
Private Trust Company
Ohio
$70.4K -$1.91K -8 -3%
KSWA
918
Kathleen S. Wright Associates
Pennsylvania
$69K – – –
TFIPS
919
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69K +$59.5K +250 New
SOW
920
State of Wyoming
Wyoming
$66K +$56.9K +239 New
BF
921
BOK Financial
Oklahoma
$64.6K +$11.2K +47 +25%
SAM
922
Smartleaf Asset Management
Massachusetts
$64K +$55.2K +232 New
VNA
923
Valley National Advisers
Pennsylvania
$63K +$13.6K +57 +33%
NSIM
924
North Star Investment Management
Illinois
$62.1K – – –
SSB
925
Sandy Spring Bank
Maryland
$60.7K – – –
35 36
37
38 39