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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2101
Tarbox Family Office
California
$608K – – –
FFA
2102
First Foundation Advisors
California
$607K +$4.44K +68 +0.7%
SI
2103
Severin Investments
Missouri
$606K +$636K +9,740 New
CIA
2104
Cladis Investment Advisory
Montana
$605K -$91.3K -1,398 -13%
AIM
2105
Aspen Investment Management
Michigan
$604K – – –
LF
2106
Lantz Financial
Illinois
$604K +$9.33K +143 +1%
DI
2107
DAGCO Inc
Ohio
$602K +$37.6K +576 +6%
CFG
2108
Copley Financial Group
California
$602K +$23.3K +357 +4%
CWI
2109
Conscious Wealth Investments
Florida
$601K – – –
WGC
2110
Watts Gwilliam & Co
Arizona
$601K +$392 +6 +0.1%
CSI
2111
Cross Staff Investments
New York
$601K – – –
LWMM
2112
Legacy Wealth Management (Mississippi)
Mississippi
$599K – – –
TT
2113
TI-Trust
Illinois
$599K +$131 +2 +0%
OAM
2114
Oxford Asset Management
United Kingdom
$597K +$626K +9,592 New
OAM
2115
Occidental Asset Management
California
$597K -$34.9K -534 -5%
CCM
2116
Cullen Capital Management
New York
$594K -$44.4K -680 -7%
SC
2117
Searle & Co
Connecticut
$593K +$196 +3 +0%
CS
2118
Capital Square
Tennessee
$592K +$39.4K +604 +7%
BWA
2119
BCU Wealth Advisors
Illinois
$592K – – –
KA
2120
Klingman & Associates
New York
$592K +$28.6K +438 +5%
MWA
2121
Monograph Wealth Advisors
California
$592K +$49.3K +756 +9%
AIC
2122
Archer Investment Corporation
Indiana
$591K +$4.76K +73 +0.8%
CAM
2123
Councilmark Asset Management
Tennessee
$590K – – –
FNBOMD
2124
First National Bank of Mount Dora
Florida
$590K -$2.15K -33 -0.3%
T
2125
Transce3nd
Texas
$590K +$618K +9,470 New
83 84
85
86 87