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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1701
Cedar Hill Associates
Illinois
$258K -$595K -13,021 -70%
RWM
1702
RKL Wealth Management
Pennsylvania
$258K -$66.7K -1,460 -21%
FWM
1703
Focused Wealth Management
New York
$258K -$4.75K -104 -2%
CCP
1704
Cardan Capital Partners
Colorado
$258K – – –
BFPW
1705
BOK Financial Private Wealth
Colorado
$257K – – –
CS
1706
Cannell & Spears
New York
$257K – – –
GEA
1707
Glen Eagle Advisors
New Jersey
$256K -$15K -329 -6%
DSAM
1708
Dock Street Asset Management
Florida
$256K – – –
DWM
1709
Darwin Wealth Management
Florida
$255K -$702K -15,374 -73%
WIP
1710
Wellesley Investment Partners
Massachusetts
$255K -$9.73K -213 -4%
GCM
1711
Gladius Capital Management
Illinois
$253K -$319K -6,986 -56%
SCA
1712
Sippican Capital Advisors
Massachusetts
$253K -$130K -2,850 -36%
PBO
1713
Peoples Bank (Ohio)
Ohio
$253K – – –
CYG
1714
Clean Yield Group
Vermont
$251K – – –
MJP
1715
Michael J. Puzo
$251K – – –
VLC
1716
Van Leeuwen & Company
New Jersey
$250K +$248K +5,423 New
BI
1717
Ballast Inc
Kentucky
$247K -$46.8K -1,025 -16%
GHAM
1718
Gilman Hill Asset Management
Connecticut
$247K +$16.2K +355 +7%
FCH
1719
Freestone Capital Holdings
Washington
$247K +$245K +5,356 New
IRC
1720
Investors Research Corp
Georgia
$246K +$12K +262 +5%
ECM
1721
Exchange Capital Management
Michigan
$245K -$27.6K -604 -10%
OCM
1722
One Capital Management
California
$243K -$132K -2,897 -36%
SFG
1723
SNS Financial Group
Minnesota
$243K -$4.84K -106 -2%
TWA
1724
TCI Wealth Advisors
Arizona
$242K -$66.2K -1,450 -22%
KM
1725
Kalos Management
Georgia
$241K -$132K -2,898 -36%
67 68
69
70 71