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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2251
Pasadena Private Wealth
California
$251K -$18.1K -328 -7%
ACM
2252
Aljian Capital Management
Nevada
$251K – – –
DCM
2253
Driehaus Capital Management
Illinois
$250K -$136K -2,455 -35%
FM
2254
Family Management
New York
$250K +$252K +4,559 New
W
2255
Wealthquest
Ohio
$248K -$75.6K -1,369 -23%
W
2256
WealthOne
New York
$248K +$250K +4,525 New
AWA
2257
Acorn Wealth Advisors
Michigan
$247K -$3.15K -57 -1%
ARG
2258
Advisory Resource Group
Oklahoma
$246K – – –
LC
2259
Lincoln Capital
Nebraska
$244K – – –
TA
2260
TMD & Associates
Arizona
$244K – – –
AIA
2261
Alera Investment Advisors
Illinois
$243K +$1.49K +27 +0.6%
MF
2262
Magnetar Financial
Illinois
$243K +$245K +4,432 New
BIA
2263
Barry Investment Advisors
Massachusetts
$242K -$31.2K -565 -11%
SWRP
2264
Summit Wealth & Retirement Planning
California
$242K – – –
WAM
2265
Wakefield Asset Management
Colorado
$240K -$131K -2,373 -35%
FGAM
2266
Financial Gravity Asset Management
Texas
$240K +$71.4K +1,293 +42%
OWM
2267
Opes Wealth Management
California
$239K +$241K +4,370 New
JWM
2268
JFG Wealth Management
Colorado
$238K +$232K +4,200 New
AIA
2269
Angeles Investment Advisors
California
$238K +$241K +4,363 New
CBA
2270
Coastal Bridge Advisors
Connecticut
$236K -$143K -2,583 -37%
LWM
2271
Lenox Wealth Management
Ohio
$236K +$41K +743 +21%
PDM
2272
Penn Davis McFarland
Texas
$235K – – –
CANY
2273
Caxton Associates (New York)
New York
$235K +$237K +4,300 New
DLHL
2274
Donald L. Hagan LLC
Florida
$234K – – –
KA
2275
Klingman & Associates
New York
$233K +$25.5K +462 +12%
89 90
91
92 93