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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
651
Harbor Advisors
Florida
$243K – – –
BA
652
BKS Advisors
Michigan
$241K – – –
CONA
653
Capital One National Association
New York
$238K +$7.47K +30 +3%
PMG
654
ProVise Management Group
Florida
$233K +$239K +960 New
BPCE
655
Bank Pictet & Cie (Europe)
Germany
$232K -$311K -1,250 -57%
RP
656
Rice Partnership
Hawaii
$231K – – –
TH
657
Timber Hill
Connecticut
$226K +$231K +928 New
GT
658
Greenleaf Trust
Michigan
$224K +$229K +920 New
CWS
659
Cypress Wealth Services
California
$224K +$230K +923 New
FWM
660
Frontier Wealth Management
Missouri
$223K +$229K +919 New
MIH
661
Meitav Investment House
Israel
$221K -$104K -417 -31%
CA
662
Cynosure Advisors
Utah
$221K – – –
AAM
663
American Asset Management
Florida
$219K – – –
CIC
664
Crawford Investment Counsel
Georgia
$209K -$84.7K -340 -28%
EGM
665
Engineers Gate Manager
New York
$207K +$212K +850 New
WIA
666
Wealthstreet Investment Advisors
Texas
$207K +$212K +850 New
FIA
667
Foundations Investment Advisors
Arizona
$206K +$211K +848 New
PGFC
668
Peapack-Gladstone Financial Corp
New Jersey
$206K +$211K +848 New
CCA
669
Checchi Capital Advisers
California
$205K -$99.3K -399 -32%
LNC
670
Lincoln National Corp
Pennsylvania
$205K +$210K +843 New
FT
671
Fiduciary Trust
Massachusetts
$204K +$209K +840 New
NDSI
672
Newman Dignan & Sheerar Inc
Rhode Island
$202K +$207K +830 New
APA
673
American Portfolios Advisors
New York
$201K +$127K +510 +160%
MFT
674
Moisand Fitzgerald Tamayo
Florida
$200K – – –
SWP
675
Strategic Wealth Partners
Ohio
$199K -$108K -432 -35%
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