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Name Holding Trade Value Shares
Change 		Change in
Stake
AWCI
501
Alpine Woods Capital Investors
New York
$252K – – –
AP
502
Arlington Partners
Alabama
$252K +$279K +5,000 New
RJT
503
Raymond James Trust
Florida
$251K -$52.8K -948 -16%
SRSA
504
S.R. Schill & Associates
Washington
$247K +$9.08K +163 +3%
ACA
505
Atlas Capital Advisors
Wyoming
$245K +$151K +2,705 +125%
QFA
506
Quantum Financial Advisors
California
$242K +$204K +3,654 New
AGP
507
Autumn Glory Partners
Texas
$240K – – –
BTI
508
Blue Trust Inc
Georgia
$239K +$213K +3,824 New
MWPCG
509
Measured Wealth Private Client Group
New Hampshire
$238K +$46.5K +834 +21%
GIA
510
Gladstone Institutional Advisory
Florida
$236K +$31.4K +563 +14%
AP
511
Advisor Partners
California
$235K +$260K +4,671 New
WI
512
Wahed Invest
New York
$233K -$19.1K -343 -7%
PVH
513
Psagot Value Holdings
Israel
$232K -$69.1K -1,240 -21%
EFM
514
E Fund Management
China
$230K +$255K +4,577 New
BAMF
515
BI Asset Management Fondsmaeglerselskab
Denmark
$228K -$48.7K -874 -16%
NG
516
Northstar Group
New York
$228K – – –
JG
517
Jefferies Group
New York
$226K -$134K -2,402 -35%
BWG
518
Beta Wealth Group
California
$226K – – –
SFI
519
Siemens Fonds Invest
Germany
$225K +$249K +4,466 New
BDF
520
Balasa Dinverno & Foltz
$225K +$249K +4,470 New
FT
521
Fiduciary Trust
Massachusetts
$224K -$1.39K -25 -0.6%
FMAEN1
522
Fund Management at Engine No 1
California
$221K +$41.2K +740 +20%
SWM
523
Sanctuary Wealth Management
Idaho
$220K -$49.9K -895 -17%
CA
524
Cetera Advisors
Colorado
$217K -$143K -2,558 -37%
SFA
525
Sequoia Financial Advisors
Ohio
$217K -$22.2K -398 -8%
19 20
21
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