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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1201
Martingale Asset Management
Massachusetts
$429K -$1.6M -24,681 -78%
RWM
1202
Raffa Wealth Management
District of Columbia
$428K +$3.23K +50 +0.7%
IWA
1203
Inspirion Wealth Advisors
Illinois
$427K – – –
FNFDCM
1204
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$426K – – –
PIM
1205
Provident Investment Management
Michigan
$425K – – –
BDF
1206
Balasa Dinverno & Foltz
$421K -$103K -1,587 -19%
WCM
1207
Westend Capital Management
California
$421K +$235K +3,630 +136%
PCA
1208
Peddock Capital Advisors
Massachusetts
$419K +$12K +186 +3%
SWM
1209
Segment Wealth Management
Texas
$416K -$28.8K -446 -6%
OPCM
1210
Osborne Partners Capital Management
California
$415K -$11K -170 -2%
CFSG
1211
Community Financial Services Group
Vermont
$414K -$18.5K -286 -4%
SC
1212
Schulhoff & Co
Ohio
$414K +$48.5K +750 +13%
FHC
1213
First Heartland Consultants
Missouri
$413K -$232K -3,584 -35%
CWP
1214
Capital Wealth Planning
Florida
$411K -$835K -12,920 -66%
CTA
1215
Colonial Trust Advisors
South Carolina
$411K +$160K +2,468 +60%
FFA
1216
First Foundation Advisors
California
$410K +$85.5K +1,323 +25%
SIC
1217
Sigma Investment Counselors
Michigan
$409K – – –
FNBOH
1218
First National Bank of Hutchinson
Kansas
$407K -$2.59K -40 -0.6%
AW
1219
ACG Wealth
Georgia
$407K +$45.3K +701 +12%
CHAM
1220
Clear Harbor Asset Management
Connecticut
$405K -$126K -1,950 -23%
DLHL
1221
Donald L. Hagan LLC
Florida
$405K +$85.7K +1,325 +26%
CM
1222
CoreCommodity Management
Connecticut
$405K +$92.9K +1,437 +28%
NBC
1223
Neuberger Berman Canada
Ontario, Canada
$405K +$149K +2,301 +55%
PTC
1224
Philadelphia Trust Company
Pennsylvania
$404K -$661K -10,224 -61%
NME
1225
Notis-McConarty Edward
$403K – – –
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