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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1201
Fernwood Investment Management
Massachusetts
$3.54M -$33.6K -174 -0.8%
AWM
1202
Avior Wealth Management
Nebraska
$3.54M +$35.1K +182 +0.8%
1WA
1203
180 Wealth Advisors
Washington
$3.54M +$53.2K +276 +1%
HAS
1204
HBW Advisory Services
California
$3.54M +$2.2M +11,392 +108%
SFA
1205
Sequoia Financial Advisors
Ohio
$3.51M -$4.24M -21,959 -50%
SCM
1206
Sitrin Capital Management
California
$3.51M -$52.7K -273 -1%
IA
1207
IFP Advisors
Florida
$3.5M – – –
TFS
1208
Thoroughbred Financial Services
Tennessee
$3.5M +$315K +1,634 +8%
WA
1209
Wealth Architects
California
$3.5M +$281K +1,458 +7%
CF
1210
Cantor Fitzgerald
New York
$3.5M +$3.91M +20,272 +1,439%
LNB
1211
Ledyard National Bank
$3.49M -$2.12K -11 -0.1%
UCMOK
1212
United Capital Management of KS
Kansas
$3.48M +$90.3K +468 +2%
CPC
1213
Congress Park Capital
New York
$3.48M +$506K +2,624 +14%
CFGS
1214
Concourse Financial Group Securities
Alabama
$3.47M -$294K -1,524 -7%
OQS
1215
Occudo Quantitative Strategies
Florida
$3.44M +$4.12M +21,356 New
VM
1216
VPR Management
Texas
$3.42M – – –
GJIC
1217
Gamble Jones Investment Counsel
California
$3.42M +$616K +3,193 +18%
PBT
1218
Pictet Bank & Trust
Bahamas
$3.42M +$141K +732 +4%
BBWA
1219
Bell & Brown Wealth Advisors
California
$3.41M +$85.7K +444 +2%
GCM
1220
GoodHaven Capital Management
New Jersey
$3.4M – – –
QF
1221
QVT Financial
New York
$3.39M – – –
IAM
1222
Ion Asset Management
Israel
$3.39M – – –
TAM
1223
Tabor Asset Management
New York
$3.38M +$4.05M +20,988 New
SBWIC
1224
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.38M +$198K +1,027 +5%
DWM
1225
Dakota Wealth Management
Florida
$3.38M -$454K -2,351 -10%
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