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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
701
EP Wealth Advisors
California
$5.85M +$773K +10,542 +15%
A
702
Allianz
Germany
$5.84M -$369K -5,027 -6%
PS
703
Principal Securities
Iowa
$5.83M -$307K -4,185 -5%
MYIA
704
Mount Yale Investment Advisors
Colorado
$5.82M +$623K +8,496 +12%
AC
705
AlphaCore Capital
California
$5.8M +$4.53M +61,718 +330%
ALMGDA
706
AG2R La Mondiale Gestion d'Actifs
France
$5.77M +$9.9K +135 +0.2%
OFA
707
Oak Family Advisors
Illinois
$5.75M -$3.01M -41,092 -34%
MSE
708
MUFG Securities EMEA
United Kingdom
$5.75M -$345K -4,702 -6%
KHLMTHM
709
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.74M – – –
PAS
710
Park Avenue Securities
New York
$5.68M +$5.77M +78,732 New
GRP
711
Global Retirement Partners
California
$5.68M +$5.77M +78,687 New
OCM
712
Octahedron Capital Management
California
$5.63M +$5.72M +78,000 New
CFLC
713
California First Leasing Corp
California
$5.58M +$5.67M +77,330 New
GWM
714
Graybill Wealth Management
Illinois
$5.57M +$167K +2,281 +3%
AMI
715
Amica Mutual Insurance
Rhode Island
$5.57M -$254K -3,462 -4%
CA
716
Cache Advisors
California
$5.52M +$1.92M +26,200 +52%
RFL
717
RD Finance Ltd
Cyprus
$5.52M – – –
NFSG
718
Newbridge Financial Services Group
Florida
$5.5M +$852K +11,621 +18%
BFG
719
Bleakley Financial Group
New Jersey
$5.48M +$999K +13,628 +22%
MJP
720
Michael J. Puzo
$5.47M +$532K +7,256 +11%
WC
721
Waterloo Capital
Texas
$5.46M +$3.98M +54,240 +252%
DAM
722
Draper Asset Management
New York
$5.46M +$122K +1,658 +2%
WANY
723
Wealthspire Advisors (New York)
New York
$5.44M +$4.39M +59,901 +386%
OA
724
Oxbow Advisors
Texas
$5.44M +$93K +1,268 +2%
TAMH
725
Taikang Asset Management (HK)
Hong Kong
$5.34M -$6.82M -92,947 -56%
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