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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2176
CFM Wealth Partners
Texas
$400K – – –
WMS
2177
Wealth Management Solutions
Pennsylvania
$400K +$47.6K +1,072 +12%
RHBC
2178
R.H. Bluestein & Co
Michigan
$400K +$67.3K +1,517 +18%
RZH
2179
Relyea Zuckerberg Hanson
Connecticut
$400K +$143K +3,214 +47%
PI
2180
Pettee Investors
Connecticut
$398K -$31.5K -710 -7%
PIMG
2181
Patriot Investment Management Group
Tennessee
$398K +$2K +45 +0.5%
FRM
2182
Fox Run Management
Connecticut
$398K +$96.4K +2,173 +28%
PIM
2183
Profit Investment Management
Maryland
$397K – – –
FOA
2184
Five Oceans Advisors
California
$396K +$113K +2,547 +35%
CH
2185
Canton Hathaway
Rhode Island
$395K -$67.7K -1,527 -13%
RMAM
2186
Raab & Moskowitz Asset Management
New Jersey
$395K -$40.4K -910 -8%
PPP
2187
Private Portfolio Partners
New Jersey
$395K +$12.2K +274 +3%
CA
2188
Cortland Associates
Missouri
$394K – – –
DIM
2189
Delta Investment Management
California
$393K +$436K +9,832 New
SIG
2190
Spinnaker Investment Group
California
$392K +$8.78K +198 +2%
CSWG
2191
Cardinal Strategic Wealth Guidance
Kentucky
$391K -$6.88K -155 -2%
HHGA
2192
Halbert Hargrove Global Advisors
California
$391K +$21.8K +491 +5%
AF
2193
Apexium Financial
Texas
$391K +$433K +9,771 New
IDBONY
2194
Israel Discount Bank of New York
New York
$389K -$5.01K -113 -1%
CG
2195
Clarus Group
Texas
$388K +$266 +6 +0.1%
SN
2196
Sittner & Nelson
Oregon
$386K -$31.5K -709 -7%
IFS
2197
Ifrah Financial Services
Arkansas
$386K -$1.42K -32 -0.3%
GA
2198
Geller Advisors
New York
$385K -$74.8K -1,686 -15%
DCM
2199
Dimension Capital Management
Florida
$385K +$4.17K +94 +1%
PTP
2200
Platform Technology Partners
New York
$384K -$5.28K -119 -1%
86 87
88
89 90