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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
801
Glenview Trust
Kentucky
$599K +$14.6K +100 +2%
FFM
802
Forum Financial Management
Illinois
$599K +$636K +4,350 New
KCM
803
Karp Capital Management
California
$598K -$215K -1,470 -25%
LOAMU
804
Lombard Odier Asset Management (USA)
New York
$596K +$633K +4,330 New
DY
805
Dowling & Yahnke
California
$592K +$2.92K +20 +0.5%
AMM
806
American Money Management
California
$584K – – –
CGL
807
Clarius Group LLC
Washington
$583K +$129K +880 +26%
CCA
808
Checchi Capital Advisers
California
$580K -$29.2K -200 -5%
OA
809
Oxbow Advisors
Texas
$579K – – –
SHGA
810
Sand Hill Global Advisors
California
$579K – – –
FNBT
811
FineMark National Bank & Trust
Florida
$577K -$108K -740 -15%
RWB
812
RMR Wealth Builders
New Jersey
$576K -$65.8K -450 -10%
NFG
813
Next Financial Group
Texas
$574K +$199K +1,360 +48%
BWP
814
Baldwin Wealth Partners
Massachusetts
$572K +$2.92K +20 +0.5%
EWM
815
Evercore Wealth Management
New York
$570K – – –
CW
816
CreativeOne Wealth
Kansas
$569K +$16.1K +110 +3%
AW
817
ACG Wealth
Georgia
$559K -$143K -980 -19%
ECM
818
Evergreen Capital Management
Washington
$559K +$27.8K +190 +5%
GCAC
819
Guardian Capital Advisors (Canada)
Ontario, Canada
$555K -$153K -1,050 -18%
RRA
820
Round Rock Advisors
Connecticut
$555K -$45.3K -310 -7%
GWM
821
Geneos Wealth Management
Colorado
$552K -$237K -1,620 -29%
QCG
822
Quadrant Capital Group
Ohio
$552K -$2.92K -20 -0.5%
AAP
823
Arax Advisory Partners
Colorado
$552K – – –
TRCT
824
Tower Research Capital (TRC)
New York
$551K +$539K +3,690 +1,190%
MCC
825
Money Concepts Capital
Florida
$550K +$583K +3,990 New
31 32
33
34 35