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Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
501
Miracle Mile Advisors
California
$320K +$3.87K +180 +1%
HK
502
Horizon Kinetics
New York
$317K -$135K -6,285 -31%
ML
503
McAdam LLC
Pennsylvania
$316K -$7.1K -330 -2%
SBH
504
Segall Bryant & Hamill
Illinois
$316K +$307K +14,250 New
TAM
505
Trillium Asset Management
Massachusetts
$314K -$283K -13,140 -48%
SAM
506
Silvercrest Asset Management
New York
$314K +$13.9K +645 +5%
SBIA
507
Sheaff Brock Investment Advisors
Indiana
$310K -$106K -4,950 -26%
EDRH
508
Edmond de Rothschild Holding
Switzerland
$310K – – –
WA
509
Wealth Architects
California
$307K +$5.81K +270 +2%
HSA
510
HBK Sorce Advisory
Pennsylvania
$306K -$2.9K -135 -1%
SFA
511
Sequoia Financial Advisors
Ohio
$303K +$6.13K +285 +2%
DC
512
Davenport & Co
Virginia
$302K -$4.84K -225 -2%
SIAP
513
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K +$6.45K +300 +2%
HR
514
Hayden Royal
North Carolina
$302K +$292K +13,590 New
AC
515
Avestar Capital
New York
$301K – – –
RGIA
516
Rainier Group Investment Advisory
Washington
$301K – – –
SAM
517
SP Asset Management
California
$299K – – –
VRM
518
Vectors Research Management
New York
$299K – – –
WCM
519
Weld Capital Management
New York
$295K +$286K +13,275 New
RC
520
RegentAtlantic Capital
New Jersey
$293K +$14.5K +675 +5%
LWM
521
Liberty Wealth Management
California
$292K +$283K +13,170 New
AI
522
Accredited Investors
Minnesota
$291K +$19.7K +915 +8%
IIA
523
IPG Investment Advisors
California
$287K -$272K -12,645 -49%
DAS
524
Dynamic Advisor Solutions
Arizona
$284K +$308K +14,340 New
AP
525
Appleton Partners
Massachusetts
$283K -$32.3K -1,500 -11%
19 20
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