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Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
1451
Financial Architects (New Jersey)
New Jersey
$245K -$10.6K -260 -4%
SSA
1452
South Street Advisors
New York
$245K – – –
JAFL
1453
Jay A. Fishman Ltd
Michigan
$241K – – –
SCM
1454
Stellar Capital Management
Arizona
$239K – – –
FLPIM
1455
F.L. Putnam Investment Management
Massachusetts
$238K -$17.4K -429 -7%
RCWMU
1456
Rothschild & Co Wealth Management (UK)
United Kingdom
$238K – – –
FBFS
1457
First Business Financial Services
Wisconsin
$237K -$2.35K -58 -1%
KWMG
1458
King Wealth Management Group
Florida
$235K – – –
TSWM
1459
Triangle Securities Wealth Management
North Carolina
$235K +$226K +5,559 New
BA
1460
Birinyi Associates
Connecticut
$233K -$213K -5,250 -49%
HIM
1461
Hillsdale Investment Management
Ontario, Canada
$233K -$20.3K -500 -8%
CISOA
1462
Capital Investment Services of America
Wisconsin
$233K – – –
UIM
1463
Underhill Investment Management
California
$233K – – –
1GA
1464
1st Global Advisors
Texas
$233K +$812 +20 +0.4%
LC
1465
Loews Corp
New York
$232K +$223K +5,484 New
DWM
1466
Destination Wealth Management
California
$231K +$221K +5,444 New
NEPWA
1467
New England Private Wealth Advisors
Massachusetts
$229K -$406 -10 -0.2%
AEPG
1468
American Economic Planning Group
New Jersey
$224K +$215K +5,296 New
CIP
1469
Cornerstone Investment Partners
Georgia
$223K -$162K -4,000 -43%
AC
1470
Alexandria Capital
Virginia
$223K -$3.98K -98 -2%
MIAN
1471
Mariner Independent Advisor Network
Kansas
$223K +$213K +5,255 New
QGM
1472
Quality Growth Management
California
$222K – – –
OC
1473
Oakworth Capital
Alabama
$221K – – –
IF
1474
IRON Financial
Illinois
$221K +$974 +24 +0.5%
HCP
1475
Holt Capital Partners
Texas
$221K +$14.2K +350 +7%
57 58
59
60 61