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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1701
Edgestream Partners
New Jersey
$1M +$1.01M +9,023 New
NJBEST
1702
New Jersey Better Educational Savings Trust
New Jersey
$999K +$224K +2,000 +29%
AAP
1703
Ardsley Advisory Partners
Connecticut
$999K +$1.01M +9,000 New
CAM
1704
Close Asset Management
United Kingdom
$996K -$13.2M -118,067 -93%
TPWA
1705
TRUE Private Wealth Advisors
Oregon
$996K -$1.21M -10,804 -55%
LB
1706
Legacy Bridge
Iowa
$995K +$489K +4,377 +95%
CBA
1707
Coastal Bridge Advisors
Connecticut
$990K -$370K -3,312 -27%
TC
1708
TradeLink Capital
Illinois
$988K +$995K +8,900 New
WIC
1709
Woodmont Investment Counsel
Tennessee
$987K -$23K -206 -2%
SP
1710
Successful Portfolios
Florida
$987K +$161K +1,444 +19%
ICM
1711
Ionic Capital Management
New York
$984K +$991K +8,864 New
AI
1712
Accredited Investors
Minnesota
$982K +$10.5K +94 +1%
CL
1713
Choreo LLC
Illinois
$980K +$161K +1,443 +20%
DAM
1714
Doheny Asset Management
California
$979K – – –
KC
1715
Kellner Capital
New York
$978K +$985K +8,810 New
TWA
1716
TCI Wealth Advisors
Arizona
$976K +$9.5K +85 +1%
DRD
1717
Dennis R. Delaney
$966K +$259K +2,318 +36%
MIP
1718
Marietta Investment Partners
Wisconsin
$965K – – –
ORI
1719
Oak Ridge Investments
Illinois
$965K +$4.02K +36 +0.4%
RM
1720
Resource Management
Louisiana
$965K +$90.5K +810 +10%
FMLI
1721
Fukoku Mutual Life Insurance
Japan
$960K +$218K +1,946 +29%
MFW
1722
Meristem Family Wealth
Minnesota
$959K +$1.45K +13 +0.2%
JFGIW
1723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$953K +$84.8K +759 +10%
WP
1724
WealthPLAN Partners
Nebraska
$948K +$140K +1,250 +22%
AF
1725
Allworth Financial
California
$940K -$14K -125 -1%
67 68
69
70 71