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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1951
EPIQ Partners
Minnesota
$281K – – –
BWAM
1952
Boyd Watterson Asset Management
Ohio
$280K -$29.8K -106 -9%
OWM
1953
Opes Wealth Management
California
$280K -$281 -1 -0.1%
AA
1954
Apriem Advisors
California
$280K – – –
CA
1955
CV Advisors
Florida
$280K +$309K +1,100 New
WKSWA
1956
White Knight Strategic Wealth Advisors
New Jersey
$280K +$309K +1,100 New
CC
1957
Callan Capital
California
$280K +$309K +1,101 New
PCG
1958
Private Capital Group
Connecticut
$279K -$33.4K -119 -10%
CWM
1959
Circle Wealth Management
New Jersey
$279K -$30.6K -109 -9%
HWA
1960
HCR Wealth Advisors
California
$279K -$14K -50 -4%
FNWM
1961
Financial Network Wealth Management
Utah
$279K +$14K +50 +5%
SMFG
1962
Sumitomo Mitsui Financial Group
Japan
$277K -$1.4M -4,967 -82%
EAM
1963
Evanson Asset Management
California
$277K -$40.5K -144 -12%
GC
1964
Grace Capital
Massachusetts
$276K -$17.7K -63 -5%
OAM
1965
Oak Asset Management
California
$275K +$14K +50 +5%
CICI
1966
Capital Investment Counsel Inc
North Carolina
$273K – – –
BONH
1967
Bank of New Hampshire
New Hampshire
$273K +$302K +1,076 New
ACM
1968
Ategra Capital Management
Virginia
$272K – – –
GHAM
1969
Gilman Hill Asset Management
Connecticut
$272K – – –
TI
1970
TTP Investments
California
$272K +$301K +1,070 New
SIA
1971
Soltis Investment Advisors
Utah
$271K +$843 +3 +0.3%
DLA
1972
Douglas Lane & Associates
New York
$271K +$42.1K +150 +16%
SIC
1973
Sterling Investment Counsel
New York
$271K +$299K +1,065 New
AWM
1974
Alterna Wealth Management
Texas
$271K +$300K +1,068 New
CFN
1975
Cordasco Financial Network
Florida
$270K -$19.1K -68 -6%
77 78
79
80 81