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Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1026
Jaffetilchin Investment Partners
Florida
$218K -$271K -4,554 -54%
JWA
1027
JFS Wealth Advisors
Pennsylvania
$218K +$228K +3,834 New
DBG
1028
De Burlo Group
Massachusetts
$216K – – –
CA
1029
Cetera Advisors
Colorado
$215K -$7.09K -119 -3%
PMFA
1030
Plante Moran Financial Advisors
Michigan
$213K +$59.5K +999 +36%
MCWS
1031
McKinley Carter Wealth Services
West Virginia
$211K -$1.19K -20 -0.5%
LC
1032
Lilley & Co
Michigan
$211K +$222K +3,726 New
DCLA
1033
Douglas C. Lane & Associates
New York
$208K +$218K +3,665 New
PM
1034
Parametrica Management
Hong Kong
$207K +$217K +3,640 New
LBC
1035
Lawrence B. Cohen
$207K +$217K +3,650 New
FIAS
1036
FinTrust Investment Advisory Services
South Carolina
$205K – – –
CIC
1037
Carnegie Investment Counsel
Ohio
$205K +$216K +3,620 New
GCT
1038
Galaxy Capital Trading
British Virgin Islands
$204K -$179K -3,000 -45%
MBT
1039
Montecito Bank & Trust
California
$201K +$211K +3,540 New
JMFC
1040
J.M. Forbes & Co
Massachusetts
$200K -$24.1K -405 -10%
TF
1041
Tompkins Financial
New York
$196K – – –
BKBG
1042
BHF Kleinwort Benson Group
Belgium
$185K +$70.8K +1,188 +57%
RFS
1043
Rockefeller Financial Services
New York
$184K – – –
RA
1044
Rational Advisors
New York
$183K +$7.45K +125 +4%
BRWA
1045
B. Riley Wealth Advisors
Florida
$183K +$11.6K +194 +6%
GG
1046
Gofen & Glossberg
Illinois
$175K +$4.47K +75 +2%
BA
1047
Birinyi Associates
Connecticut
$172K +$180K +3,025 New
LS
1048
Livforsakringsbolaget Skandia
Sweden
$170K – – –
HCC
1049
Hirtle Callaghan & Co
Pennsylvania
$165K +$173K +2,900 New
OIA
1050
Optimum Investment Advisors
Illinois
$162K +$170K +2,853 New
40 41
42
43 44