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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
526
Corient Capital Partners
California
$271K +$320K +9,716 New
TMC
527
Trellus Management Company
Florida
$267K +$16.8K +511 +6%
DILIC
528
Dai-ichi Life Insurance Company
Japan
$267K +$34.3K +1,042 +12%
SSG
529
Summit Securities Group
New York
$262K +$309K +9,400 New
PIA
530
Piedmont Investment Advisors
North Carolina
$259K +$42.1K +1,279 +16%
IFG
531
Independent Financial Group
California
$257K +$303K +9,202 New
SAM
532
Shell Asset Management
Netherlands
$256K – – –
S
533
SignatureFD
Georgia
$256K +$244K +7,426 +425%
AFP
534
Ausdal Financial Partners
Iowa
$254K +$82.6K +2,509 +39%
LWM
535
Laidlaw Wealth Management
New York
$253K +$49.1K +1,493 +20%
QOP
536
Quinn Opportunity Partners
Virginia
$251K +$296K +9,000 New
LNC
537
Lincoln National Corp
Pennsylvania
$245K +$29.3K +889 +11%
BCM
538
Bayesian Capital Management
New York
$245K +$288K +8,767 New
NCM
539
New Capital Management
Texas
$244K +$2.63K +80 +0.9%
GC
540
Garde Capital
Washington
$241K +$284K +8,645 New
SAG
541
Spotlight Asset Group
Illinois
$240K – – –
EAM
542
Evanson Asset Management
California
$237K +$10.7K +325 +4%
OL
543
Optas LLC
Texas
$235K +$277K +8,407 New
IFAM
544
Institutional & Family Asset Management
Colorado
$233K +$22.8K +692 +9%
FFG
545
Fortem Financial Group
California
$233K +$275K +8,350 New
BCM
546
Brookstone Capital Management
Illinois
$231K -$7.34K -223 -3%
PFS
547
Prospera Financial Services
Texas
$231K +$14.8K +451 +6%
EI
548
Ellevest Inc
New York
$231K +$273K +8,288 New
WANY
549
Wealthspire Advisors (New York)
New York
$230K +$271K +8,248 New
WA
550
Wealth Architects
California
$228K +$269K +8,176 New
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