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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
801
Clarius Group LLC
Washington
$270K -$87.2K -663 -23%
HW
802
Hancock Whitney
Mississippi
$268K -$92.5K -703 -25%
JIC
803
Joel Isaacson & Co
New York
$268K -$61.4K -467 -18%
NWM
804
Northcape Wealth Management
New York
$268K – – –
KAS
805
KPP Advisory Services
Kentucky
$267K +$281K +2,136 New
PFA
806
Pathway Financial Advisers
Indiana
$266K +$280K +2,126 New
PWP
807
Principle Wealth Partners
Connecticut
$265K – – –
SWA
808
SOA Wealth Advisors
New York
$264K +$1.05K +8 +0.4%
LWCFA
809
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$263K -$82.7K -629 -23%
HI
810
Hendershot Investments
Virginia
$263K -$19.7K -150 -7%
SCM
811
Shelton Capital Management
Colorado
$262K – – –
FPCP
812
Fort Point Capital Partners
California
$261K +$9.87K +75 +4%
HAIM
813
Hunter Associates Investment Management
Pennsylvania
$259K -$3.42K -26 -1%
CA
814
Carson Advisory
Georgia
$258K +$1.18K +9 +0.4%
FNFDCM
815
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$258K – – –
PWM
816
Palumbo Wealth Management
New York
$256K -$31K -236 -10%
APG
817
Abacus Planning Group
South Carolina
$256K +$263 +2 +0.1%
PCMK
818
Paragon Capital Management (Kansas)
Kansas
$256K -$50.6K -385 -16%
CPA
819
Cardiff Park Advisors
California
$255K -$71K -540 -21%
GAG
820
GM Advisory Group
New York
$254K +$1.18K +9 +0.4%
CPIG
821
Chicago Partners Investment Group
Illinois
$253K +$41.4K +315 +17%
CWG
822
Cornerstone Wealth Group
North Carolina
$252K – – –
IA
823
IFG Advisory
Georgia
$250K +$264K +2,004 New
GA
824
Geller Advisors
New York
$250K – – –
MIM
825
Marco Investment Management
Georgia
$250K – – –
31 32
33
34 35