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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Destination Wealth Management
California
$532K +$529K +9,311 New
MMH
1027
Menora Mivtachim Holdings
Israel
$530K -$19.6M -345,520 -97%
BW
1028
Bison Wealth
Georgia
$529K +$34.1K +600 +7%
TC
1029
Telemus Capital
Michigan
$527K +$100K +1,762 +24%
CRC
1030
Curi RMB Capital
Illinois
$524K +$6.48K +114 +1%
KFA
1031
Kays Financial Advisory
Georgia
$521K -$1.71K -30 -0.3%
TWA
1032
TCI Wealth Advisors
Arizona
$520K +$46.3K +815 +10%
OLA
1033
Oliver Luxxe Assets
New Jersey
$517K -$18.3K -321 -3%
GHAM
1034
Gilman Hill Asset Management
Connecticut
$517K +$59.7K +1,050 +13%
LWAC
1035
Laurel Wealth Advisors (California)
California
$515K -$19.8K -348 -4%
SCA
1036
Stuart Chaussee & Associates
California
$515K – – –
MC
1037
Miles Capital
Iowa
$512K +$105K +1,843 +26%
ED
1038
Exane Derivatives
France
$509K +$30.2K +531 +6%
FFBTD
1039
First Financial Bank - Trust Division
Ohio
$508K +$8.53K +150 +2%
FSCM
1040
Front Street Capital Management
Montana
$504K +$501K +8,818 New
HJMC
1041
Hellman Jordan Management Company
Massachusetts
$497K -$17.6K -310 -3%
CFA
1042
Cahill Financial Advisors
Minnesota
$495K -$33.3K -586 -6%
ACM
1043
Argentus Capital Management
Texas
$494K +$324K +5,700 +194%
NERM
1044
New England Research & Management
Illinois
$491K -$85.3K -1,500 -15%
CA
1045
Cambridge Advisors
Nebraska
$491K – – –
FHA
1046
First Horizon Advisors
Tennessee
$490K -$14.8K -260 -3%
OCM
1047
One Capital Management
California
$489K +$34.1K +600 +8%
FBFS
1048
First Business Financial Services
Wisconsin
$488K -$18.4K -323 -4%
NAMA
1049
Nikko Asset Management Americas
New York
$488K – – –
MLL
1050
Moody Lynn & Lieberson
Massachusetts
$486K -$2.88M -50,692 -86%
40 41
42
43 44