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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2151
Financial Advisors Network
California
– -$290K -6,124 Closed
TL
2152
Tirschwell & Loewy
New York
– -$275K -5,810 Closed
PA
2153
Parkside Advisors
California
– -$254K -5,365 Closed
HHGA
2154
Halbert Hargrove Global Advisors
California
– -$245K -5,174 Closed
MCA
2155
Morris Capital Advisors
Pennsylvania
– -$245K -5,174 Closed
BWM
2156
BT Wealth Management
Georgia
– -$236K -5,171 Closed
FFG
2157
Frisch Financial Group
New York
– -$243K -5,142 Closed
CC
2158
Claybrook Capital
Massachusetts
– -$242K -5,116 Closed
WDL
2159
Well Done LLC
Michigan
– -$242K -5,116 Closed
PM
2160
Parametrica Management
Hong Kong
– -$242K -5,112 Closed
QAM
2161
Questar Asset Management
Minnesota
– -$241K -5,088 Closed
JLBC
2162
J.L. Bainbridge & Co
Florida
– -$240K -5,074 Closed
VSWA
2163
Vontobel Swiss Wealth Advisors
Switzerland
– -$236K -4,985 Closed
PBO
2164
Peoples Bank (Ohio)
Ohio
– -$231K -4,880 Closed
ACA
2165
Ackerman Capital Advisors
Texas
– -$225 -4,747 Closed
ACM
2166
Advisors Capital Management
New Jersey
– -$225K -4,747 Closed
GCC
2167
Guardian Capital (Canada)
Ontario, Canada
– -$225K -4,742 Closed
BCIM
2168
Bishop & Co Investment Management
Pennsylvania
– -$215K -4,535 Closed
CW
2169
Cobiz Wealth
Colorado
– -$211K -4,447 Closed
MJP
2170
Michael J. Puzo
– -$210K -4,425 Closed
WANY
2171
Wealthspire Advisors (New York)
New York
– -$209K -4,420 Closed
UAM
2172
UAS Asset Management
New York
– -$208K -4,400 Closed
DTL
2173
Dynamic Technology Lab
Singapore
– -$207K -4,381 Closed
SMM
2174
Stadion Money Management
Georgia
– -$207K -4,371 Closed
BFM
2175
Broadview Financial Management
Wisconsin
– -$205K -4,330 Closed
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