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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
401
Ashfield Capital Partners
California
$569K -$117K -5,445 -18%
ALAM
402
Asahi Life Asset Management
Japan
$567K +$550K +25,575 New
BA
403
Birinyi Associates
Connecticut
$566K +$549K +25,500 New
BRWA
404
B. Riley Wealth Advisors
Florida
$563K -$1.45M -67,575 -73%
MCC
405
Malaga Cove Capital
California
$562K -$175K -8,130 -24%
FNBT
406
FineMark National Bank & Trust
Florida
$561K -$333K -15,495 -38%
ATFA
407
All Terrain Financial Advisors
Minnesota
$556K +$257K +11,970 +91%
IAA
408
Independent Advisor Alliance
North Carolina
$556K +$539K +25,050 New
WWM
409
Western Wealth Management
Colorado
$550K +$533K +24,780 New
FT
410
Fiduciary Trust
Massachusetts
$548K +$96.8K +4,500 +22%
FPCP
411
Fort Point Capital Partners
California
$544K – – –
FIM
412
Frontier Investment Management
Texas
$541K -$484K -22,500 -48%
WAM
413
Weatherly Asset Management
California
$539K – – –
XS
414
XR Securities
Illinois
$536K +$520K +24,165 New
BRWM
415
B. Riley Wealth Management
Tennessee
$533K -$78.1K -3,630 -13%
LNC
416
Lincoln National Corp
Pennsylvania
$529K +$64.9K +3,015 +14%
CAW
417
Cornerstone Advisors (Washington)
Washington
$528K +$8.71K +405 +2%
HW
418
Hamilton Wealth
California
$523K +$507K +23,580 New
MSFP
419
Mark Sheptoff Financial Planning
Connecticut
$513K – – –
SSA
420
Schonfeld Strategic Advisors
New York
$513K +$497K +23,115 New
DBIA
421
Dumont & Blake Investment Advisors
New Jersey
$511K -$5.16K -240 -1%
GWS
422
Glassman Wealth Services
Virginia
$511K +$1.61K +75 +0.3%
BCM
423
BlueCrest Capital Management
Jersey
$510K +$495K +22,995 New
CGH
424
Crossmark Global Holdings
Texas
$503K -$333K -15,495 -41%
SWA
425
Stratos Wealth Advisors
Ohio
$501K +$486K +22,575 New
15 16
17
18 19