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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1776
Merlin Capital
Rhode Island
$324K – – –
MIM
1777
Moseley Investment Management
Florida
$321K +$23.4K +198 +7%
FCAG
1778
First Capital Advisors Group
New Jersey
$321K +$371K +3,137 New
DBG
1779
De Burlo Group
Massachusetts
$319K -$1.73M -14,665 -82%
BSA
1780
Braun Stacey Associates
New York
$319K -$485K -4,100 -57%
MSR
1781
Main Street Research
Connecticut
$319K -$48.6K -411 -12%
RWB
1782
RMR Wealth Builders
New Jersey
$319K +$101K +855 +38%
GWS
1783
Glassman Wealth Services
Virginia
$317K -$1.3K -11 -0.4%
TRIA
1784
Trail Ridge Investment Advisors
Colorado
$317K – – –
TA
1785
Tiedemann Advisors
New York
$316K -$207K -1,749 -36%
GSIS
1786
Global Strategic Investment Solutions
Arizona
$316K -$28.6K -242 -7%
HWA
1787
HHM Wealth Advisors
Tennessee
$316K +$12.8K +108 +4%
LRWA
1788
Long Run Wealth Advisors
New York
$316K +$47.3K +400 +15%
BSI
1789
Bennett Selby Investments
Maine
$314K -$46.7K -395 -11%
NQWM
1790
Northwest Quadrant Wealth Management
Oregon
$313K -$5.2K -44 -1%
MGAM
1791
McGowan Group Asset Management
Texas
$313K +$3.9K +33 +1%
TPW
1792
Transatlantique Private Wealth
New York
$313K +$362K +3,063 New
Q
1793
QVR
California
$313K +$362K +3,064 New
HHGA
1794
Halbert Hargrove Global Advisors
California
$312K -$7.8K -66 -2%
G
1795
GenTrust
Florida
$312K – – –
RWI
1796
Red Wave Investments
Pennsylvania
$311K -$10.9K -92 -3%
DIM
1797
Delta Investment Management
California
$310K – – –
QC
1798
Quent Capital
New York
$310K +$828 +7 +0.2%
FCA
1799
FinTrust Capital Advisors
South Carolina
$309K +$16.7K +141 +5%
MIFH
1800
Migdal Insurance & Financial Holdings
Israel
$309K +$38.9K +329 +12%
70 71
72
73 74