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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
526
American Investment Services
Massachusetts
$1.39M – – –
AP
527
Atlas Principals
North Carolina
$1.38M +$1.03M +19,125 New
JAM
528
Jupiter Asset Management
United Kingdom
$1.38M +$1.03M +19,125 New
PWP
529
Principle Wealth Partners
Connecticut
$1.37M – – –
MWPCG
530
Measured Wealth Private Client Group
New Hampshire
$1.37M – – –
PAG
531
Private Advisory Group
Washington
$1.37M +$54.4K +1,005 +6%
CAM
532
Claret Asset Management
Quebec, Canada
$1.37M +$4.06K +75 +0.4%
JIP
533
Jaffetilchin Investment Partners
Florida
$1.37M -$4.06M -75,090 -80%
BC
534
Brinker Capital
Pennsylvania
$1.36M -$181K -3,345 -15%
QCG
535
Quadrant Capital Group
Ohio
$1.35M -$76.3K -1,410 -7%
RHBC
536
R.H. Bluestein & Co
Michigan
$1.34M +$70.6K +1,305 +8%
AWA
537
Arete Wealth Advisors
Illinois
$1.34M +$112K +2,070 +13%
ACI
538
Alpha Cubed Investments
California
$1.34M +$255K +4,710 +34%
SMFS
539
Squar Milner Financial Services
California
$1.33M +$314K +5,805 +46%
PCM
540
Pennsylvania Capital Management
Pennsylvania
$1.33M +$1M +18,525 New
PP
541
Professional Planning
California
$1.33M +$1M +18,525 New
EP
542
EPIQ Partners
Minnesota
$1.31M – – –
SFA
543
Sequoia Financial Advisors
Ohio
$1.3M +$50.3K +930 +5%
FWM
544
FSA Wealth Management
Massachusetts
$1.3M -$107K -1,980 -10%
CMI
545
Clare Market Investments
Texas
$1.28M +$256K +4,725 +36%
CCM
546
Condor Capital Management
New Jersey
$1.27M +$1.62K +30 +0.2%
FFA
547
First Foundation Advisors
California
$1.27M +$811 +15 +0.1%
WJWM
548
Williams Jones Wealth Management
New York
$1.26M +$354K +6,540 +60%
SCA
549
Snowden Capital Advisors
New York
$1.26M -$3.25K -60 -0.3%
PCMC
550
Private Capital Management (Colorado)
Colorado
$1.25M +$12.2K +225 +1%
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