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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1476
GHP Investment Advisors
Colorado
$477K -$37.1K -456 -7%
CT
1477
Caldwell Trust
Florida
$477K -$725K -8,901 -59%
TFA
1478
Transamerica Financial Advisors
Florida
$476K – – –
SFS
1479
Stiles Financial Services
Minnesota
$476K -$54.7K -672 -10%
TCM
1480
Triumph Capital Management
Colorado
$473K +$495K +6,079 New
TAM
1481
Titleist Asset Management
Texas
$472K -$479K -5,878 -49%
AAM
1482
Aureus Asset Management
Massachusetts
$471K -$98.4K -1,208 -17%
EFMC
1483
Empire Financial Management Company
New York
$470K – – –
CCWM
1484
Cassaday & Co Wealth Management
Virginia
$469K +$18.7K +230 +4%
BC
1485
Belmont Capital
California
$469K – – –
CWG
1486
Cornerstone Wealth Group
North Carolina
$469K -$2.44K -30 -0.5%
JCFM
1487
JBR Co Financial Management
Oklahoma
$467K -$42.3K -520 -8%
GWM
1488
Gitterman Wealth Management
New Jersey
$466K +$246K +3,023 +102%
GIM
1489
Groesbeck Investment Management
New Jersey
$464K +$94.4K +1,159 +24%
SEIA
1490
Signature Estate & Investment Advisors
California
$463K +$484K +5,948 New
WRPWM
1491
Werba Rubin Papier Wealth Management
California
$463K +$484K +5,946 New
SRC
1492
Shufro Rose & Co
New York
$463K -$15.1M -185,302 -97%
PSP
1493
Principal Street Partners
Tennessee
$463K -$18.2K -224 -4%
MCWA
1494
Meadow Creek Wealth Advisors
Georgia
$462K +$10.2K +125 +2%
HPC
1495
HM Payson & Co
Maine
$462K -$22.2K -272 -4%
WP
1496
WMS Partners
Maryland
$458K -$1.87K -23 -0.4%
FAFN
1497
First Affirmative Financial Network
Colorado
$457K +$65.3K +802 +16%
BIG
1498
Brooklyn Investment Group
New York
$455K – – –
VCG
1499
Vantage Consulting Group
Virginia
$455K +$51.2K +629 +12%
OL
1500
Optas LLC
Texas
$455K -$1.47K -18 -0.3%
58 59
60
61 62