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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1226
Strategic Advisors
New York
$237K – – –
LWM
1227
Lenox Wealth Management
Ohio
$237K +$8.3K +230 +4%
EHC
1228
Everett Harris & Co
California
$237K +$10.1K +280 +5%
F
1229
F3Logic
Minnesota
$235K -$186K -5,160 -45%
GBBWRPM
1230
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$235K -$12.3K -340 -5%
ATC
1231
Adirondack Trust Company
New York
$235K +$3.61K +100 +2%
GIA
1232
Gladstone Institutional Advisory
Florida
$232K -$1.08K -30 -0.5%
TIA
1233
Tiemann Investment Advisors
California
$231K – – –
CAM
1234
Close Asset Management
United Kingdom
$230K +$94.2K +2,610 +72%
GCAC
1235
Guardian Capital Advisors (Canada)
Ontario, Canada
$229K – – –
FA
1236
FCG Advisors
New Jersey
$228K +$11.9K +330 +6%
VA
1237
Valmark Advisers
Ohio
$228K +$18K +500 +9%
FEG
1238
Financial Enhancement Group
Indiana
$227K – – –
BWFA
1239
Baltimore-Washington Financial Advisors
Maryland
$226K – – –
WSTAM
1240
Wilbanks Smith & Thomas Asset Management
Virginia
$225K +$9.02K +250 +4%
AWA
1241
ARS Wealth Advisors
Florida
$224K -$14.4K -400 -6%
CG
1242
CFO4Life Group
Texas
$223K – – –
ME
1243
McIlrath & Eck
Washington
$221K – – –
NJBEST
1244
New Jersey Better Educational Savings Trust
New Jersey
$220K -$144K -4,000 -40%
CPO
1245
Cerity Partners OCIO
New York
$220K +$216K +6,000 New
DWA
1246
Douglass Winthrop Advisors
New York
$218K +$5.77K +160 +3%
SB
1247
Strategic Blueprint
Georgia
$217K – – –
JA
1248
JOYN Advisors
Georgia
$217K +$23.5K +650 +10%
CC
1249
Courier Capital
New York
$216K -$10.8K -300 -5%
CWM
1250
Circle Wealth Management
New Jersey
$216K +$212K +5,890 New
48 49
50
51 52