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Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
1701
Stonehage Fleming Financial Services
Jersey
$743K +$24.3K +87 +3%
LPP
1702
Life Planning Partners
Florida
$739K – – –
LA
1703
LVW Advisors
New York
$739K -$43.8K -157 -5%
NIM
1704
NuWave Investment Management
New Jersey
$737K +$776K +2,780 New
EVM
1705
Evelyn V. Moreno
$736K – – –
MHWM
1706
Montz Harcus Wealth Management
Louisiana
$734K -$838 -3 -0.1%
WCP
1707
Wick Capital Partners
Pennsylvania
$734K +$95.5K +342 +14%
IFAM
1708
Institutional & Family Asset Management
Colorado
$733K +$78.5K +281 +11%
DEM
1709
Disciplined Equity Management
Florida
$732K +$34.1K +122 +5%
FMTC
1710
Farmers & Merchants Trust Company
California
$731K +$5.87K +21 +0.8%
AL
1711
Aspiriant LLC
California
$728K +$5.87K +21 +0.8%
ACP
1712
Aveo Capital Partners
Colorado
$727K +$112K +401 +17%
SSW
1713
Stone Summit Wealth
Florida
$724K -$22.3K -80 -3%
BFM
1714
Boston Financial Management
Massachusetts
$724K +$74.8K +268 +11%
MCCP
1715
Mission Creek Capital Partners
California
$723K -$126K -450 -14%
TW
1716
Transform Wealth
Colorado
$723K -$4.47K -16 -0.6%
MAA
1717
Matrix Asset Advisors
New York
$723K – – –
LNWTC
1718
Laird Norton Wetherby Trust Company
Washington
$722K -$335K -1,200 -31%
BWM
1719
Brickley Wealth Management
California
$722K +$18.2K +65 +2%
CL
1720
CIM LLC
New York
$721K -$108K -388 -11%
HWM
1721
Hemington Wealth Management
Virginia
$720K +$559 +2 +0.1%
IUHSA
1722
Itau Unibanco Holding S.A.
Brazil
$719K -$7.94M -28,436 -91%
ACA
1723
Atlas Capital Advisors
Wyoming
$719K +$15.1K +54 +2%
ET
1724
Equitable Trust
Tennessee
$718K +$49.7K +178 +7%
GPCM
1725
Granite Point Capital Management
Massachusetts
$716K -$83.8K -300 -10%
67 68
69
70 71