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BP
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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
401
Leonteq Securities AG
Switzerland
$846K -$194K -5,834 -19%
BL
402
BFSG LLC
California
$846K -$6.66K -200 -0.8%
CAG
403
Csenge Advisory Group
Florida
$841K -$40.3K -1,211 -5%
OPWM
404
Oxinas Partners Wealth Management
Indiana
$837K -$8.75K -263 -1%
SFA
405
Sequoia Financial Advisors
Ohio
$831K +$270K +8,117 +52%
GD
406
Grandfield & Dodd
New York
$816K +$12K +360 +2%
DWA
407
Douglass Winthrop Advisors
New York
$812K – – –
BFA
408
Beacon Financial Advisory
Ohio
$807K +$769K +23,103 New
GAMC
409
Garner Asset Management Corp
Texas
$807K -$41.6K -1,250 -5%
HIM
410
Hotaling Investment Management
Pennsylvania
$806K – – –
CC
411
Courier Capital
New York
$804K – – –
CI
412
Clal Insurance
Israel
$803K -$166K -5,000 -18%
LBWM
413
Left Brain Wealth Management
Illinois
$802K +$764K +22,952 New
WP
414
WealthPLAN Partners
Nebraska
$801K +$650K +19,525 New
CGA
415
Crescent Grove Advisors
Illinois
$797K +$105K +3,167 +16%
PP
416
Patten & Patten
Tennessee
$796K -$105K -3,163 -12%
ET
417
Equitable Trust
Tennessee
$795K – – –
WIM
418
WealthPlan Investment Management
Nebraska
$793K +$85.8K +2,577 +15%
EDRH
419
Edmond de Rothschild Holding
Switzerland
$792K +$273K +8,209 +57%
SC
420
Savant Capital
Illinois
$787K +$13.7K +413 +2%
FFA
421
Founders Financial Alliance
North Carolina
$783K -$40K -1,203 -5%
JGUA
422
John G. Ullman & Associates
New York
$781K +$3.33K +100 +0.4%
OHIS
423
Oak Harvest Investment Services
Texas
$781K +$4.33K +130 +0.6%
RPC
424
Rossmore Private Capital
Connecticut
$780K +$8.72K +262 +1%
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$778K -$131K -3,928 -15%
15 16
17
18 19