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Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
526
Wilbanks Smith & Thomas Asset Management
Virginia
$571K -$794K -11,440 -66%
BBCM
527
Boardman Bay Capital Management
New York
$570K +$416K +6,000 New
RJT
528
Raymond James Trust
Florida
$566K +$2.78K +40 +0.7%
PPP
529
Private Portfolio Partners
New Jersey
$566K +$414K +5,960 New
SIC
530
Samalin Investment Counsel
New York
$562K +$412K +5,930 New
IA
531
IFP Advisors
Florida
$561K -$57.6K -830 -12%
GVAG
532
Great Valley Advisor Group
Delaware
$556K +$407K +5,860 New
MWM
533
Mission Wealth Management
California
$551K +$6.25K +90 +2%
SIAS
534
Shine Investment Advisory Services
Colorado
$541K – – –
QCM
535
Quest Capital Management
Texas
$539K +$4.86K +70 +1%
OC
536
Oakmont Corp
California
$532K – – –
PO
537
Private Ocean
California
$526K -$20.1K -290 -5%
HCA
538
Harbour Capital Advisors
Virginia
$525K +$384K +5,530 New
AC
539
Abbrea Capital
California
$517K +$378K +5,450 New
OWP
540
Obermeyer Wealth Partners
Colorado
$515K – – –
TFS
541
Thoroughbred Financial Services
Tennessee
$514K -$4.04M -58,200 -91%
GWM
542
Geneos Wealth Management
Colorado
$514K -$46.5K -670 -11%
AIA
543
Angeles Investment Advisors
California
$513K -$41.6K -600 -10%
AG
544
Aperio Group
California
$512K -$92.3K -1,330 -20%
ACM
545
Anfield Capital Management
California
$512K – – –
ED
546
Exane Derivatives
France
$511K +$373K +5,380 New
NGA
547
Naples Global Advisors
Florida
$507K – – –
CWG
548
Cornerstone Wealth Group
North Carolina
$505K +$19.4K +280 +6%
AIM
549
ARK Investment Management
Florida
$500K +$86.8K +1,250 +31%
9WM
550
9258 Wealth Management
Ohio
$499K – – –
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