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Name Holding Trade Value Shares
Change 		Change in
Stake
LOCC
1601
Lombard Odier & Cie (Canada)
Quebec, Canada
$167K +$137K +1,100 +550%
RA
1602
Rational Advisors
New York
$166K +$160K +1,291 New
LWA
1603
Lenox Wealth Advisors
New York
$165K -$40.3K -325 -20%
BL
1604
Balentine LLC
Georgia
$154K -$1.61K -13 -1%
RWG
1605
Regal Wealth Group
California
$148K – – –
WOC
1606
West Oak Capital
California
$148K +$49.7K +400 +53%
BC
1607
Bartlett & Co
Ohio
$143K – – –
PHK
1608
Point72 Hong Kong
Hong Kong
$141K +$137K +1,100 New
GBBWRPM
1609
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K -$16.8K -135 -11%
CAL
1610
Capital Advisors Ltd
Ohio
$140K +$87.5K +705 +182%
CHP
1611
Cable Hill Partners
Oregon
$139K +$25K +201 +23%
AWMS
1612
Advocacy Wealth Management Services
Georgia
$135K – – –
CP
1613
Corbenic Partners
Pennsylvania
$128K – – –
WC
1614
Whitnell & Co
Illinois
$128K – – –
IWC
1615
Integrated Wealth Counsel
California
$128K +$124K +1,000 New
CLM
1616
ClearBridge LLC (Maryland)
Maryland
$126K – – –
OAM
1617
Orinda Asset Management
California
$126K +$122K +981 New
JWM
1618
Jacobus Wealth Management
Wisconsin
$121K +$117K +940 New
KKAMG
1619
Kernodle & Katon Asset Management Group
Arkansas
$116K – – –
FMII
1620
Farmers & Merchants Investments Inc
Nebraska
$116K +$11.9K +96 +12%
VCM
1621
Vigilant Capital Management
Maine
$108K – – –
GI
1622
Gradient Investments
Minnesota
$107K -$65.5K -528 -39%
MFBTD
1623
MB Financial Bank - Trust Department
Illinois
$107K -$24.8K -200 -19%
VWM
1624
Valley Wealth Managers
New Jersey
$103K – – –
MWM
1625
MinichMacGregor Wealth Management
New York
$99K -$12.8K -103 -12%
63 64
65
66 67