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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1001
Trust Asset Management
Texas
$3.21M – – –
CCM
1002
Coldstream Capital Management
Washington
$3.21M +$3.13M +26,661 New
JIC
1003
Johnson Investment Counsel
Ohio
$3.21M -$1.31M -11,183 -30%
SHGA
1004
Sand Hill Global Advisors
California
$3.19M -$260K -2,216 -8%
IAIM
1005
International Assets Investment Management
Florida
$3.18M +$1.31M +11,193 +74%
JIP
1006
Jaffetilchin Investment Partners
Florida
$3.17M -$558K -4,751 -15%
HI
1007
Horizon Investments
North Carolina
$3.16M -$1.23M -10,496 -29%
USCWA
1008
U.S. Capital Wealth Advisors
Texas
$3.15M -$406K -3,456 -12%
OPS
1009
Orion Portfolio Solutions
Nebraska
$3.15M -$4.12M -35,082 -57%
YDMI
1010
Y.D. More Investments
Israel
$3.15M +$3.07M +26,159 New
SCM
1011
SOL Capital Management
Maryland
$3.15M +$1.27M +10,815 +71%
ACP
1012
Aviance Capital Partners
Florida
$3.13M -$320K -2,725 -9%
AWM
1013
Apollon Wealth Management
South Carolina
$3.13M -$30.6K -261 -1%
HP
1014
Holowesko Partners
Bahamas
$3.13M -$5.92M -50,400 -66%
TCM
1015
Tran Capital Management
California
$3.11M +$3.04M +25,876 New
AIS
1016
AM Investment Strategies
Tennessee
$3.11M -$294K -2,502 -9%
NG
1017
Northstar Group
New York
$3.1M -$85.5K -728 -3%
GVAG
1018
Great Valley Advisor Group
Delaware
$3.09M -$72.5K -617 -2%
EFM
1019
E Fund Management
China
$3.09M +$44.4K +378 +1%
DS
1020
DRW Securities
Illinois
$3.06M -$2.06M -17,529 -41%
SVWAG
1021
Sound View Wealth Advisors Group
Georgia
$3.05M +$455K +3,871 +82%
KWA
1022
KCS Wealth Advisory
California
$3.04M +$824K +7,019 +39%
HWM
1023
HB Wealth Management
Georgia
$3.03M +$610K +5,192 +26%
LPT
1024
Legacy Private Trust
Wisconsin
$3.03M -$360K -3,065 -11%
BMCM
1025
Bryn Mawr Capital Management
Pennsylvania
$3.03M +$1.72M +14,675 +140%
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