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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cedar Wealth Management
California
$529K +$12.6K +180 +3%
OAM
502
Oppenheimer Asset Management
New York
$517K -$136K -1,949 -23%
MIFH
503
Migdal Insurance & Financial Holdings
Israel
$516K +$178K +2,550 +64%
EA
504
Emerald Advisers
Pennsylvania
$513K -$415K -5,949 -48%
FBT
505
First Bank & Trust
South Dakota
$513K +$453K +6,494 New
WW
506
Westshore Wealth
California
$506K +$1.67K +24 +0.4%
MC
507
Maverick Capital
Texas
$502K +$443K +6,353 New
MIC
508
Means Investment Company
Maine
$501K +$55.1K +790 +14%
BS
509
Banco Santander
Spain
$498K -$3.46M -49,575 -89%
NP
510
NorthRock Partners
Minnesota
$496K +$51.9K +744 +13%
CPC
511
Consolidated Planning Corp
Georgia
$492K -$233K -3,346 -35%
DILIC
512
Dai-ichi Life Insurance Company
Japan
$478K – – –
OC
513
Oakmont Corp
California
$478K – – –
PVH
514
Psagot Value Holdings
Israel
$471K +$416K +5,971 New
VWM
515
Vigilare Wealth Management
Arizona
$466K -$1.88K -27 -0.5%
TCM
516
Teza Capital Management
Illinois
$466K +$412K +5,905 New
LWAC
517
Laurel Wealth Advisors (California)
California
$464K +$83K +1,190 +25%
CIC
518
Carnegie Investment Counsel
Ohio
$458K +$8.72K +125 +2%
IFG
519
Independent Financial Group
California
$452K +$154K +2,205 +63%
LWA
520
Lineweaver Wealth Advisors
Ohio
$448K +$976 +14 +0.2%
QI
521
QS Investors
New York
$431K – – –
VFA
522
Voya Financial Advisors
Connecticut
$430K +$381K +5,465 New
MC
523
Moors & Cabot
Massachusetts
$427K -$37.4K -536 -9%
PA
524
Parallel Advisors
California
$424K +$20.6K +296 +6%
OTPPB
525
Ontario Teachers' Pension Plan Board
Ontario, Canada
$423K +$374K +5,359 New
19 20
21
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