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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
1051
Sustainable Insight Capital Management
New York
$248K -$37.5K -370 -14%
AWM
1052
Apollon Wealth Management
South Carolina
$248K +$26.9K +265 +13%
NDSI
1053
Newman Dignan & Sheerar Inc
Rhode Island
$248K +$229K +2,260 New
LWA
1054
Lenox Wealth Advisors
New York
$247K +$116K +1,140 +103%
BFIM
1055
Beese Fulmer Investment Management
Ohio
$246K -$5.07K -50 -2%
DS
1056
DRW Securities
Illinois
$245K +$1.52K +15 +0.7%
AC
1057
Avestar Capital
New York
$245K +$33.5K +330 +17%
RWM
1058
RKL Wealth Management
Pennsylvania
$244K -$17.2K -170 -7%
PCA
1059
Personal Capital Advisors
California
$243K -$74K -730 -25%
CHJWM
1060
Carlton Hofferkamp & Jenks Wealth Management
Texas
$242K +$220K +2,175 New
KP
1061
Keel Point
Alabama
$241K +$4.05K +40 +2%
CPIG
1062
Chicago Partners Investment Group
Illinois
$240K +$208K +2,055 New
AIS
1063
AM Investment Strategies
Tennessee
$240K +$221K +2,180 New
IIC
1064
Integrated Investment Consultants
Michigan
$240K +$222K +2,185 New
MA
1065
MJP Associates
Connecticut
$237K -$21.8K -215 -9%
HIC
1066
Holderness Investments Company
North Carolina
$237K – – –
XWM
1067
Xcel Wealth Management
Florida
$234K – – –
VNA
1068
Valley National Advisers
Pennsylvania
$233K +$78.6K +775 +58%
NHC
1069
Nicholas Hoffman & Company
Georgia
$230K +$212K +2,090 New
GA
1070
Geller Advisors
New York
$228K -$507 -5 -0.2%
HHGA
1071
Halbert Hargrove Global Advisors
California
$228K +$210K +2,075 New
AWE
1072
Avidian Wealth Enterprises
Texas
$227K +$209K +2,065 New
LOIM
1073
Liberty One Investment Management
Illinois
$226K +$43.6K +430 +26%
MMA
1074
Miracle Mile Advisors
California
$226K +$208K +2,055 New
BFWA
1075
Benchmark Financial Wealth Advisors
Florida
$224K +$206K +2,035 New
41 42
43
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