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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1776
Seven Mile Advisory
New Jersey
$358K +$379K +3,242 New
TIA
1777
Tiemann Investment Advisors
California
$358K +$66.1K +565 +21%
BWM
1778
Baystate Wealth Management
Massachusetts
$358K -$936 -8 -0.2%
OCM
1779
Orion Capital Management
California
$357K +$1.52K +13 +0.4%
FIM
1780
Freedom Investment Management
Connecticut
$357K +$92.9K +794 +32%
FIA
1781
Foundations Investment Advisors
Arizona
$357K +$378K +3,236 New
NG
1782
NatWest Group
United Kingdom
$357K -$6.01M -51,397 -94%
MYIA
1783
Mount Yale Investment Advisors
Colorado
$356K +$117K +1,002 +45%
CBFP
1784
Cedar Brook Financial Partners
Ohio
$356K -$35.7K -305 -9%
GWS
1785
Glassman Wealth Services
Virginia
$355K -$12.2K -104 -3%
FNFDCM
1786
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$354K +$137K +1,170 +57%
IP
1787
Investment Partners
Ohio
$353K -$41.8K -357 -10%
GIM
1788
Groesbeck Investment Management
New Jersey
$353K – – –
JCM
1789
Jacobi Capital Management
Pennsylvania
$352K +$6.32K +54 +2%
FM
1790
Family Management
New York
$351K -$4.56K -39 -1%
CFP
1791
Catalyst Financial Partners
Massachusetts
$350K -$47.1K -403 -11%
GA
1792
Geller Advisors
New York
$350K -$42.7K -365 -10%
SC
1793
Sonen Capital
California
$350K – – –
SCA
1794
STALEY CAPITAL ADVISERS
Pennsylvania
$349K +$1.52K +13 +0.4%
SPWM
1795
Schrum Private Wealth Management
Florida
$349K -$27.5K -235 -7%
BFM
1796
Boothbay Fund Management
New York
$349K +$19.2K +164 +5%
ACH
1797
ArrowMark Colorado Holdings
Colorado
$348K – – –
MC
1798
Merlin Capital
Rhode Island
$348K +$6.78K +58 +2%
MSR
1799
Main Street Research
Connecticut
$346K +$26.9K +230 +8%
PWMG
1800
Provence Wealth Management Group
California
$346K -$126K -1,079 -26%
70 71
72
73 74