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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1101
Bourgeon Capital Management
Connecticut
$4.32M +$4.36M +22,580 +536%
TW
1102
Transform Wealth
Colorado
$4.3M -$837K -4,339 -14%
AWM
1103
Axxcess Wealth Management
California
$4.3M -$386 -2 -0%
S
1104
Surevest
California
$4.25M -$147K -761 -3%
CP
1105
CenterBook Partners
Connecticut
$4.24M +$3.84M +19,901 +311%
CS
1106
Comerica Securities
Michigan
$4.21M +$14.1K +73 +0.3%
AL
1107
Arnhold LLC
New York
$4.21M +$3.15M +16,315 +166%
CWP
1108
CFM Wealth Partners
Texas
$4.21M -$118K -614 -2%
SS
1109
Simplicity Solutions
Minnesota
$4.2M +$590K +3,056 +13%
CCM
1110
CAAS Capital Management
New York
$4.19M +$5.01M +25,993 New
CI
1111
Ceera Investments
Texas
$4.18M +$486K +2,520 +11%
DAS
1112
Dynamic Advisor Solutions
Arizona
$4.17M +$673K +3,491 +16%
TAM
1113
Trust Asset Management
Texas
$4.17M +$412K +2,137 +9%
SFG
1114
Snider Financial Group
Washington
$4.17M -$568K -2,942 -10%
BPCA
1115
Bank Pictet & Cie (Asia)
Singapore
$4.15M -$252K -1,308 -5%
NG
1116
Northstar Group
New York
$4.15M +$175K +906 +4%
CIG
1117
Consolidated Investment Group
Colorado
$4.14M – – –
SAM
1118
Synergy Asset Management
Washington
$4.14M -$2.61M -13,515 -34%
AF
1119
Allworth Financial
California
$4.13M +$777K +4,028 +19%
AI
1120
ArchPoint Investors
Florida
$4.13M +$4.94M +25,600 New
P
1121
Pariax
California
$4.12M +$1.15M +5,982 +31%
WWM
1122
Western Wealth Management
Colorado
$4.11M -$201K -1,041 -4%
SBL
1123
Sargent Bickham Lagudis
Colorado
$4.09M -$11.4K -59 -0.2%
MAM
1124
Martingale Asset Management
Massachusetts
$4.08M -$1.88M -9,730 -28%
SIC
1125
Sigma Investment Counselors
Michigan
$4.08M -$27.8K -144 -0.6%
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