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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
751
Aviance Capital Management
Florida
$270K -$283K -89,080 -54%
TIA
752
Tiemann Investment Advisors
California
$262K +$231K +72,600 New
RGNCM
753
R.G. Niederhoffer Capital Management
New York
$260K -$152K -48,000 -40%
EWM
754
Endurance Wealth Management
Rhode Island
$260K – – –
CLOS
755
Compagnie Lombard Odier SCmA
Switzerland
$260K +$46.2K +14,560 +25%
CAM
756
Covenant Asset Management
New Jersey
$260K +$229K +72,000 New
JCM
757
Jacobi Capital Management
Pennsylvania
$259K +$214K +67,360 New
DSN
758
D. Scott Neal
Kentucky
$258K +$227K +71,480 New
KWM
759
Kingsview Wealth Management
Oregon
$256K +$89.1K +28,040 +66%
AL
760
Aspiriant LLC
California
$256K +$225K +70,920 New
SG
761
StoneX Group
New York
$254K +$223K +70,320 New
TG
762
TLP Group
Illinois
$252K +$209K +65,720 +1,643%
CAM
763
CMT Asset Management
Illinois
$250K -$1.15M -363,080 -84%
NFP
764
Narus Financial Partners
Utah
$249K +$219K +69,000 New
HPC
765
HM Payson & Co
Maine
$248K -$43.2K -13,600 -17%
IIA
766
IPG Investment Advisors
California
$246K +$216K +68,000 New
FAM
767
Foresters Asset Management
Ontario, Canada
$244K -$305K -96,000 -65%
EGM
768
Engineers Gate Manager
New York
$243K +$213K +67,160 New
BTIS
769
BB&T Investment Services
North Carolina
$241K +$195K +61,360 +1,208%
KI
770
Koch Industries
Kansas
$240K -$530K -166,800 -72%
SHWM
771
Smith & Howard Wealth Management
Georgia
$239K +$210K +66,160 New
BFEC
772
Benjamin F. Edwards & Company
Missouri
$237K +$113K +35,680 +119%
NEIRG
773
New England Investment & Retirement Group
Massachusetts
$236K +$208K +65,400 New
LNC
774
Lincoln National Corp
Pennsylvania
$235K +$206K +64,800 New
CCM
775
Coldstream Capital Management
Washington
$234K +$205K +64,600 New
29 30
31
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