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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1301
Simplicity Wealth
New Jersey
$1.69M +$1.32M +12,278 +253%
FNT
1302
First National Trust
Pennsylvania
$1.69M -$275K -2,555 -13%
PWS
1303
Proactive Wealth Strategies
Georgia
$1.69M -$105K -978 -5%
RSWM
1304
Robertson Stephens Wealth Management
California
$1.69M -$55.3K -515 -3%
SFA
1305
Semmax Financial Advisors
North Carolina
$1.69M -$25.6K -238 -1%
AAIM
1306
Asset Advisors Investment Management
Georgia
$1.68M -$160K -1,490 -8%
FFS
1307
Founders Financial Securities
Maryland
$1.68M +$634K +5,895 +46%
FRA
1308
Frank Rimerman Advisors
California
$1.68M -$169K -1,572 -8%
SACTSONJ
1309
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.68M – – –
AC
1310
Avestar Capital
New York
$1.68M +$175K +1,624 +11%
SIA
1311
Schechter Investment Advisors
Michigan
$1.67M -$171K -1,591 -9%
SMC
1312
Smith, Moore & Co
Missouri
$1.67M -$19.7K -183 -1%
MWM
1313
Modern Wealth Management
Kansas
$1.67M +$123K +1,141 +7%
PCP
1314
Proficio Capital Partners
Massachusetts
$1.67M +$24K +223 +1%
BTD
1315
BankPlus Trust Department
Mississippi
$1.67M +$293K +2,723 +19%
IIA
1316
Integral Investment Advisors
California
$1.67M +$306K +2,845 +20%
BAM
1317
Byrne Asset Management
New Jersey
$1.66M -$91.8K -854 -5%
MIA
1318
MainStreet Investment Advisors
Illinois
$1.66M +$63K +586 +4%
CFS
1319
CRA Financial Services
New Jersey
$1.66M -$13.6K -127 -0.8%
DMC
1320
Drexel Morgan & Co
Pennsylvania
$1.65M -$97K -903 -5%
EBWM
1321
Eagle Bluffs Wealth Management
Missouri
$1.64M +$29.3K +273 +2%
SAM
1322
Smartleaf Asset Management
Massachusetts
$1.64M +$37.2K +346 +2%
VCM
1323
Violich Capital Management
California
$1.64M -$18.8K -175 -1%
GCP
1324
GSA Capital Partners
United Kingdom
$1.64M +$1.78M +16,573 New
WB
1325
Webster Bank
Connecticut
$1.63M -$56.2K -523 -3%
51 52
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