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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1401
Purus Wealth Management
California
$367K -$39.3K -740 -10%
ISL
1402
Ingalls & Snyder LLC
New York
$367K +$5.3K +100 +1%
SGA
1403
Strategic Global Advisors
California
$367K +$123K +2,310 +49%
CCC
1404
Chelsea Counsel Company
California
$365K -$159K -3,000 -30%
GA
1405
GFS Advisors
Texas
$365K -$53K -1,000 -13%
BL
1406
Balentine LLC
Georgia
$365K -$3.71K -70 -1%
NJBEST
1407
New Jersey Better Educational Savings Trust
New Jersey
$365K – – –
OFG
1408
Omega Financial Group
California
$365K – – –
SIM
1409
Sadoff Investment Management
Wisconsin
$365K – – –
UBV
1410
United Bank (Virginia)
Virginia
$365K +$371K +7,000 New
TCOT
1411
Trust Company of Toledo
Ohio
$364K -$23.3K -440 -6%
PM
1412
Parametrica Management
Hong Kong
$364K +$376K +7,090 New
AWA
1413
Aaron Wealth Advisors
Illinois
$362K +$4.24K +80 +1%
ACA
1414
Ackerman Capital Advisors
Texas
$359K – – –
GFS
1415
GYL Financial Synergies
Connecticut
$359K +$29.7K +560 +9%
WP
1416
WMS Partners
Maryland
$356K – – –
DWM
1417
Destination Wealth Management
California
$355K -$163K -3,070 -31%
TGAM
1418
TBH Global Asset Management
Tennessee
$355K – – –
RWP
1419
Ridgecrest Wealth Partners
California
$355K +$361K +6,810 New
CAM
1420
Close Asset Management
United Kingdom
$352K +$7.96K +150 +2%
FI
1421
Financial Insights
Washington
$351K -$52K -980 -13%
MW
1422
Marcum Wealth
Ohio
$351K +$152K +2,860 +74%
WG
1423
Winton Group
United Kingdom
$348K -$876K -16,510 -71%
FLII
1424
First Long Island Investors
New York
$348K – – –
HFM
1425
Hartford Financial Management
Connecticut
$347K – – –
55 56
57
58 59