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Name Holding Trade Value Shares
Change 		Change in
Stake
MTIM
1951
Marathon Trading Investment Management
Pennsylvania
$366K +$391K +7,370 New
HHGA
1952
Halbert Hargrove Global Advisors
California
$365K -$3.08K -58 -0.8%
DW
1953
Domani Wealth
Pennsylvania
$365K – – –
WAG
1954
Winthrop Advisory Group
Massachusetts
$364K +$38.5K +725 +11%
BPCE
1955
Bank Pictet & Cie (Europe)
Germany
$363K – – –
CFC
1956
Coyle Financial Counsel
Illinois
$362K +$363K +6,845 +1,592%
SWA
1957
SFMG Wealth Advisors
Texas
$356K -$42.3K -796 -10%
GEA
1958
Glen Eagle Advisors
New Jersey
$356K -$15.9K -299 -4%
IWA
1959
Intercontinental Wealth Advisors
Texas
$354K -$452K -8,512 -54%
AEPG
1960
American Economic Planning Group
New Jersey
$354K +$43K +810 +13%
VWA
1961
V Wealth Advisors
Kansas
$354K +$49.3K +928 +16%
SFFS
1962
Stonehage Fleming Financial Services
Jersey
$353K – – –
BRF
1963
B. Riley Financial
California
$352K +$3.45K +65 +1%
NB
1964
Northwest Bancshares
Pennsylvania
$349K – – –
JCP
1965
Jabre Capital Partners
Switzerland
$348K +$159K +3,000 +75%
SGK
1966
Steigerwald Gordon & Koch
Virginia
$347K +$57.7K +1,087 +18%
NCM
1967
Noesis Capital Mangement
Florida
$346K +$3.19K +60 +0.9%
JAM
1968
Jolley Asset Management
North Carolina
$344K -$10.6K -200 -3%
BHB
1969
Bank Hapoalim BM
Israel
$342K +$23.1K +435 +7%
PHS
1970
Pekin Hardy Strauss
Illinois
$342K +$85K +1,600 +30%
LFA
1971
Landmark Financial Advisors
Kentucky
$341K -$2.81K -53 -0.8%
MLFP
1972
MPS Loria Financial Planners
Illinois
$341K +$1.11K +21 +0.3%
CFD
1973
Creative Financial Designs
Indiana
$340K +$106 +2 +0%
CA
1974
Continuum Advisory
Idaho
$339K -$84.4K -1,589 -19%
DT
1975
Diversified Trust
Tennessee
$339K +$1.22K +23 +0.3%
77 78
79
80 81