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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1226
Trust Asset Management
Texas
$5.18M -$171K -314 -3%
WA
1227
Wambolt & Associates
Colorado
$5.17M -$141K -259 -3%
SPC
1228
Sigma Planning Corp
Michigan
$5.17M -$78.4K -144 -2%
SAM
1229
Smithbridge Asset Management
Pennsylvania
$5.17M +$5.13M +9,426 New
SXL
1230
Summit X LLC
Missouri
$5.14M -$201K -370 -4%
BCM
1231
Bretton Capital Management
California
$5.14M – – –
IDP
1232
In-Depth Partners
Florida
$5.13M +$183K +337 +4%
GSP
1233
Grafton Street Partners
Florida
$5.12M -$984K -1,807 -16%
CA
1234
Cornerstone Advisory
Maryland
$5.11M +$29.9K +55 +0.6%
BP
1235
BBR Partners
New York
$5.1M -$128K -235 -2%
UOC
1236
UBS O'Connor
Illinois
$5.1M +$5.06M +9,300 New
VCM
1237
Violich Capital Management
California
$5.08M +$124K +228 +3%
AIM
1238
Anchor Investment Management
South Carolina
$5.08M +$23.4K +43 +0.5%
GD
1239
Grandfield & Dodd
New York
$5.08M +$15.2K +28 +0.3%
AWM
1240
Avior Wealth Management
Nebraska
$5.08M -$753K -1,384 -13%
GGS
1241
Galvin Gaustad & Stein
Arizona
$5.06M -$162K -298 -3%
TCWA
1242
Turtle Creek Wealth Advisors
Texas
$5.05M +$5.01M +9,207 New
FHA
1243
Flagship Harbor Advisors
Massachusetts
$5.04M +$4.36K +8 +0.1%
DCA
1244
DSG Capital Advisors
Minnesota
$5.03M -$51.7K -95 -1%
MIS
1245
Morningstar Investment Services
Illinois
$5.03M -$7.48M -13,744 -60%
SAM
1246
Silphium Asset Management
United Kingdom
$5M +$4.9K +9 +0.1%
BFPW
1247
BOK Financial Private Wealth
Colorado
$4.99M -$604K -1,109 -11%
SAM
1248
Smartleaf Asset Management
Massachusetts
$4.97M +$46.8K +86 +0.9%
WM
1249
Whitford Management
New York
$4.96M -$15.7M -28,929 -76%
MAP
1250
Managed Asset Portfolios
Michigan
$4.95M +$4.92M +9,032 New
48 49
50
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