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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1501
Bayesian Capital Management
New York
$662K -$3.98M -37,413 -85%
DC
1502
DeDora Capital
California
$659K -$103K -971 -13%
JFGIW
1503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K -$19.9K -187 -3%
MGIA
1504
Moneta Group Investment Advisors
Missouri
$657K +$49.9K +470 +8%
TF
1505
TLWM Financial
Texas
$656K +$17.6K +166 +3%
CWA
1506
Cypress Wealth Advisors
California
$655K -$14.7K -138 -2%
PG
1507
Patten Group
Tennessee
$655K +$14.9K +140 +2%
BIM
1508
Barton Investment Management
Pennsylvania
$654K – – –
ECAM
1509
East Coast Asset Management
Massachusetts
$653K -$362K -3,405 -34%
RPC
1510
Rossmore Private Capital
Connecticut
$650K -$269K -2,534 -28%
FRM
1511
Fox Run Management
Connecticut
$649K +$687K +6,465 New
FWM
1512
Focused Wealth Management
New York
$647K +$51.6K +486 +8%
IDBONY
1513
Israel Discount Bank of New York
New York
$644K -$25.2K -237 -4%
VHAM
1514
Van Hulzen Asset Management
California
$644K -$4.36K -41 -0.6%
HR
1515
Howe & Rusling
New York
$644K +$6.38K +60 +0.9%
CII
1516
Capital International Inc
California
$643K -$361K -3,400 -35%
BA
1517
Birinyi Associates
Connecticut
$642K +$53.1K +500 +8%
SGS
1518
Sterling Global Strategies
California
$641K -$33.6K -316 -5%
1WA
1519
180 Wealth Advisors
Washington
$640K -$40.1K -377 -6%
QPWM
1520
Quadrant Private Wealth Management
Pennsylvania
$635K +$130K +1,227 +24%
CT
1521
Chicago Trust
Illinois
$634K -$141K -1,325 -17%
PAM
1522
Premier Asset Management
Illinois
$633K – – –
WP
1523
WealthPLAN Partners
Nebraska
$632K +$138K +1,301 +26%
AP
1524
Arlington Partners
Alabama
$625K +$60.6K +570 +10%
VWA
1525
V Wealth Advisors
Kansas
$624K +$11.5K +108 +2%
59 60
61
62 63