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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
976
Csenge Advisory Group
Florida
$732K +$37.7K +144 +6%
WWM
977
Westwood Wealth Management
California
$729K -$1.31K -5 -0.2%
CIAS
978
Capital Investment Advisory Services
North Carolina
$728K -$160K -610 -20%
WJWM
979
Williams Jones Wealth Management
New York
$727K -$80.8K -309 -11%
EWM
980
Evercore Wealth Management
New York
$727K +$39.2K +150 +7%
BHIA
981
Birch Hill Investment Advisors
Massachusetts
$725K – – –
MGIA
982
Moneta Group Investment Advisors
Missouri
$725K +$15.7K +60 +3%
WAM
983
WFA Asset Management
Wisconsin
$723K +$2.88K +11 +0.5%
MC
984
Maverick Capital
Texas
$721K -$2.96M -11,319 -82%
SEM
985
Suncoast Equity Management
Florida
$717K -$10.5K -40 -2%
BCPWM
986
Bradley & Co Private Wealth Management
Florida
$716K -$98.6K -377 -14%
SC
987
Searle & Co
Connecticut
$715K -$17.5K -67 -3%
RWA
988
Redhawk Wealth Advisors
Minnesota
$712K -$49.2K -188 -7%
CI
989
CX Institutional
Indiana
$711K +$7.85K +30 +1%
SCM
990
Sterneck Capital Management
Missouri
$709K -$82.7K -316 -12%
FFS
991
Founders Financial Securities
Maryland
$707K -$31.4K -120 -5%
FFN
992
Focus Financial Network
Minnesota
$706K -$103K -394 -15%
EIP
993
Epoch Investment Partners
New York
$705K -$3.92K -15 -0.6%
SI
994
Symmetry Investments
Jersey
$702K +$612K +2,341 New
AW
995
Apricus Wealth
South Carolina
$700K -$131K -500 -18%
CI
996
Cigna Investments
Connecticut
$700K -$35.8K -137 -6%
CIA
997
Choate Investment Advisors
Massachusetts
$698K – – –
PCS
998
Personal CFO Solutions
New Jersey
$697K +$338K +1,293 +125%
OIS
999
Okabena Investment Services
Minnesota
$694K – – –
QCM
1000
Qsemble Capital Management
New York
$693K +$605K +2,312 New
38 39
40
41 42