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Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
901
Level Four Advisory Services
Texas
$311K -$121K -1,350 -30%
YIA
902
YHB Investment Advisors
Connecticut
$310K – – –
FFN
903
Focus Financial Network
Minnesota
$309K +$285K +3,190 New
CHA
904
Cooper/Haims Advisors
New York
$307K – – –
WWM
905
Windsor Wealth Management
Indiana
$307K +$33.5K +375 +14%
RIM
906
Rampart Investment Management
Connecticut
$306K -$957K -10,715 -77%
CLOS
907
Compagnie Lombard Odier SCmA
Switzerland
$301K -$125K -1,400 -31%
PCM
908
Penserra Capital Management
California
$299K -$6.89M -77,185 -96%
CDH
909
Charles D. Hyman
$299K – – –
MGIM
910
M&G Investment Management
United Kingdom
$297K +$35.3K +395 +15%
SWP
911
Strategic Wealth Partners
Ohio
$297K +$45.5K +510 +20%
IEFM
912
IQ EQ Fund Management
Ireland
$296K – – –
NFSG
913
Newbridge Financial Services Group
Florida
$296K +$273K +3,055 New
DI
914
DFPG Investments
Utah
$294K -$27.2K -305 -9%
BL
915
Balentine LLC
Georgia
$293K -$2.23K -25 -0.8%
CCM
916
Coldstream Capital Management
Washington
$293K +$12.1K +135 +5%
POIA
917
Pin Oak Investment Advisors
Texas
$292K -$25.5K -285 -9%
FNBSF
918
First National Bank Sioux Falls
South Dakota
$291K – – –
CL
919
CSS LLC
Illinois
$291K +$268K +3,000 New
SAM
920
SP Asset Management
California
$289K +$242K +2,715 New
APA
921
American Portfolios Advisors
New York
$287K +$21.9K +245 +9%
KAM
922
Knightsbridge Asset Management
California
$283K – – –
9WM
923
9258 Wealth Management
Ohio
$282K -$89.3K -1,000 -26%
ALAM
924
Asahi Life Asset Management
Japan
$281K -$344K -3,850 -57%
BFWA
925
Benchmark Financial Wealth Advisors
Florida
$279K -$30.8K -345 -11%
35 36
37
38 39