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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2051
Omnia Family Wealth
Florida
$565K -$126K -652 -19%
BAM
2052
Berkshire Asset Management
Pennsylvania
$564K -$82.9K -428 -13%
RM
2053
Resource Management
Louisiana
$563K -$46.5K -240 -8%
GA
2054
Geller Advisors
New York
$563K -$43K -222 -7%
MMPW
2055
Mitchell McLeod Pugh & Williams
Alabama
$560K – – –
DBIA
2056
Dumont & Blake Investment Advisors
New Jersey
$558K +$24.8K +128 +5%
FCB
2057
First Command Bank
Texas
$557K – – –
FCFS
2058
First Command Financial Services
Texas
$557K – – –
PCM
2059
Penserra Capital Management
California
$557K +$40.3K +208 +8%
BCM
2060
Bienville Capital Management
New York
$556K – – –
CHP
2061
Cable Hill Partners
Oregon
$554K – – –
BL
2062
Balentine LLC
Georgia
$554K +$364K +1,877 +228%
ARMC
2063
American Research & Management Company
Massachusetts
$553K – – –
GCA
2064
Genesee Capital Advisors
New York
$553K +$39.5K +204 +8%
DCM
2065
Dimension Capital Management
Florida
$551K -$7.17K -37 -1%
BFA
2066
Beacon Financial Advisory
Ohio
$551K +$521K +2,688 New
GIM
2067
Groesbeck Investment Management
New Jersey
$549K -$67.8K -350 -12%
MFW
2068
Mosaic Family Wealth
Missouri
$548K -$223K -1,152 -30%
LF
2069
Lantz Financial
Illinois
$548K -$39.1K -202 -7%
RCM
2070
Requisite Capital Management
Texas
$548K +$130K +671 +34%
PL
2071
Plancorp LLC
Missouri
$544K -$89.3K -461 -15%
NEWAS
2072
N.E.W. Advisory Services
Wisconsin
$544K +$513K +2,646 New
CCP
2073
Cardan Capital Partners
Colorado
$542K -$21.5K -111 -4%
SCA
2074
STALEY CAPITAL ADVISERS
Pennsylvania
$542K – – –
WMA
2075
Wealth Management Associates
New Jersey
$540K +$19.4K +100 +4%
81 82
83
84 85