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Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
1301
InterOcean Capital Group
Tennessee
$200K +$74.8K +411 +44%
FA
1302
Forefront Analytics
Pennsylvania
$200K +$245K +1,348 New
GEA
1303
Glen Eagle Advisors
New Jersey
$197K -$12.7K -70 -5%
EWM
1304
Evermay Wealth Management
Virginia
$197K +$47.1K +259 +24%
CWM
1305
Cedar Wealth Management
California
$195K +$43.3K +238 +22%
LWA
1306
Lenox Wealth Advisors
New York
$192K -$4.55K -25 -2%
AFS
1307
Annapolis Financial Services
Maryland
$186K +$24.2K +133 +12%
JWA
1308
JFS Wealth Advisors
Pennsylvania
$184K +$82.1K +451 +57%
MA
1309
MUFG Americas
New York
$182K -$57.5K -316 -20%
JWM
1310
Janiczek Wealth Management
Colorado
$180K +$55.1K +303 +33%
RIM
1311
Rockbridge Investment Management
New York
$179K -$182K -1,001 -45%
ICM
1312
III Capital Management
Florida
$174K +$214K +1,177 New
PMFA
1313
Plante Moran Financial Advisors
Michigan
$170K -$64.6K -355 -24%
EIP
1314
Ellis Investment Partners
Pennsylvania
$170K -$2.37K -13 -1%
CWAF
1315
Core Wealth Advisors (Florida)
Florida
$170K +$200K +1,097 +2,194%
GFP
1316
Gryphon Financial Partners
Ohio
$163K -$51.3K -282 -20%
LPARFS
1317
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$157K +$166K +913 New
GI
1318
Gradient Investments
Minnesota
$152K +$3.64K +20 +2%
JAMONY
1319
Jacob Asset Management of New York
California
$151K -$2.36M -12,979 -93%
FGAM
1320
Financial Gravity Asset Management
Texas
$148K -$889K -4,884 -100%
CCM
1321
Cribstone Capital Management
Maine
$148K – – –
GG
1322
Gleason Group
Kentucky
$147K +$4K +22 +2%
GKWIM
1323
Gerber Kawasaki Wealth & Investment Management
California
$145K +$6.73K +37 +4%
BCFD
1324
Boit C.F. David
$144K +$182K +1,000 New
OPERF
1325
Oregon Public Employees Retirement Fund
Oregon
$142K – – –
51 52
53
54 55