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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1951
Shulman DeMeo Asset Management
New York
$807K +$554K +2,045 +237%
AW
1952
Alpha Windward
Massachusetts
$805K -$43.3K -160 -5%
BB
1953
Bell Bank
North Dakota
$805K -$4.06K -15 -0.5%
CBFP
1954
Cedar Brook Financial Partners
Ohio
$804K +$19.8K +73 +3%
SVCP
1955
Silicon Valley Capital Partners
California
$802K -$129K -478 -14%
IP
1956
Intellectus Partners
California
$802K -$21.1K -78 -3%
CMI
1957
Clare Market Investments
Texas
$797K +$148K +548 +24%
BWM
1958
BerganKDV Wealth Management
Minnesota
$797K -$11.6K -43 -1%
VA
1959
Valmark Advisers
Ohio
$796K -$75.3K -278 -9%
WMA
1960
Wealth Management Associates
New Jersey
$791K +$2.71K +10 +0.4%
CMANY
1961
Capital Management Associates (New York)
New York
$789K -$13.5K -50 -2%
PPP
1962
Private Portfolio Partners
New Jersey
$788K +$271 +1 +0%
AFAS
1963
Acorn Financial Advisory Services
Virginia
$788K – – –
WP
1964
WealthShield Partners
North Carolina
$788K +$264K +975 +52%
ABTD
1965
Arvest Bank Trust Division
Oklahoma
$786K +$108K +400 +16%
WIP
1966
Wellesley Investment Partners
Massachusetts
$785K -$122K -451 -14%
NFG
1967
Nadler Financial Group
Illinois
$783K +$8.4K +31 +1%
AC
1968
Apella Capital
Connecticut
$781K -$9.75K -36 -1%
NWA
1969
New World Advisors
Massachusetts
$780K – – –
MC
1970
Maverick Capital
Texas
$779K -$4.88M -18,004 -87%
NCM
1971
Northside Capital Management
Oregon
$777K -$291K -1,073 -28%
TFO
1972
Tarbox Family Office
California
$777K -$2.98K -11 -0.4%
FM
1973
Foster & Motley
Ohio
$776K -$70.4K -260 -9%
CA
1974
Commerzbank Aktiengesellschaft
Germany
$775K +$42K +155 +6%
CHP
1975
Cable Hill Partners
Oregon
$774K +$2.71K +10 +0.4%
77 78
79
80 81