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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
2076
Trust Company of Oklahoma
Oklahoma
$235K -$15.7K -500 -7%
LFG
2077
Lazard Frères Gestion
France
$235K +$225K +7,159 New
TFA
2078
Teamwork Financial Advisors
Texas
$235K -$286K -9,122 -57%
CFCI
2079
Comprehensive Financial Consultants Institutional
Indiana
$234K -$5.46K -174 -2%
MSR
2080
Main Street Research
Connecticut
$234K -$22K -700 -9%
WQ
2081
Wealth Quarterback
New Jersey
$234K -$38K -1,211 -15%
TF
2082
Trek Financial
Arizona
$233K +$18.3K +584 +9%
VLC
2083
Van Leeuwen & Company
New Jersey
$233K +$7.94K +253 +4%
GWM
2084
Gitterman Wealth Management
New Jersey
$232K -$377 -12 -0.2%
PWM
2085
PRW Wealth Management
Massachusetts
$232K +$212K +6,757 New
TA
2086
Townsend & Associates
Colorado
$232K -$9.48K -302 -4%
PSFG
2087
Prairie Sky Financial Group
Illinois
$231K +$217K +6,919 New
DWM
2088
Dorchester Wealth Management
Quebec, Canada
$231K – – –
NRI
2089
NFP Retirement Inc
California
$231K +$14.3K +457 +7%
AIM
2090
Allen Investment Management
New York
$231K -$72.5K -2,310 -25%
ODFS
2091
O'Donnell Financial Services
California
$231K +$126 +4 +0.1%
BWM
2092
Baystate Wealth Management
Massachusetts
$230K -$72.3K -2,304 -25%
BAM
2093
BOS Asset Management
Illinois
$229K +$7.06K +225 +3%
SRIM
2094
Saratoga Research & Investment Management
California
$229K +$816 +26 +0.4%
FM
2095
Foster & Motley
Ohio
$229K -$169K -5,375 -44%
TWM
2096
Tradition Wealth Management
Minnesota
$229K -$15.1K -481 -7%
FTWA
2097
Fifth Third Wealth Advisors
Ohio
$229K +$215K +6,848 New
CAM
2098
Congress Asset Management
Massachusetts
$228K – – –
EWA
2099
EverSource Wealth Advisors
Alabama
$228K -$26.5K -843 -11%
EPA
2100
Element Pointe Advisors
Florida
$228K +$214K +6,820 New
82 83
84
85 86