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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1001
Cottage Street Advisors
Massachusetts
$4.36M -$54.7K -239 -1%
DTL
1002
Dynamic Technology Lab
Singapore
$4.36M +$2.2M +9,620 +124%
CCM
1003
Consolidated Capital Management
California
$4.34M -$26.8K -117 -0.7%
CAM
1004
Carret Asset Management
New York
$4.33M -$77.8K -340 -2%
MWM
1005
Minot Wealth Management
Massachusetts
$4.32M +$244K +1,068 +7%
WIA
1006
Westbourne Investment Advisors
Maryland
$4.32M -$208K -908 -5%
CG
1007
Caprock Group
Idaho
$4.32M +$152K +665 +4%
AT
1008
Arden Trust
Delaware
$4.31M -$396K -1,731 -9%
MSAM
1009
Moloney Securities Asset Management
Missouri
$4.3M +$151K +661 +4%
LBA
1010
Lowell Blake & Associates
Massachusetts
$4.3M +$358K +1,562 +10%
IA
1011
IFG Advisory
Georgia
$4.29M +$174K +762 +5%
OIA
1012
OneDigital Investment Advisors
Kansas
$4.28M +$102K +444 +3%
FHA
1013
Flagship Harbor Advisors
Massachusetts
$4.27M +$25.2K +110 +0.6%
SM
1014
Scoggin Management
New York
$4.26M +$3.89M +17,000 New
DAS
1015
Dynamic Advisor Solutions
Arizona
$4.25M +$746K +3,261 +24%
CIP
1016
Convergence Investment Partners
Florida
$4.24M +$108K +473 +3%
KA
1017
Kovack Advisors
Florida
$4.23M -$2.52K -11 -0.1%
FLI
1018
Family Legacy Inc
South Carolina
$4.22M -$14.2K -62 -0.4%
TLP
1019
Trinity Legacy Partners
Texas
$4.2M +$313K +1,367 +9%
BSW
1020
Buckingham Strategic Wealth
Missouri
$4.2M -$683K -2,985 -15%
UTC
1021
Unified Trust Company
Kentucky
$4.2M +$225K +982 +6%
EDRH
1022
Edmond de Rothschild Holding
Switzerland
$4.16M -$687K -3,003 -15%
S
1023
SimplyRich
California
$4.16M -$5.95K -26 -0.2%
AIL
1024
AGF Investments LLC
Ontario, Canada
$4.16M -$137K -598 -3%
VWM
1025
Valley Wealth Managers
New Jersey
$4.14M -$375K -1,640 -9%
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