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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
701
Cookson Peirce & Co
Pennsylvania
$585K – – –
CA
702
Claro Advisors
Massachusetts
$584K +$15.2K +273 +3%
S
703
SignatureFD
Georgia
$582K +$132K +2,358 +28%
MSFS
704
Main Street Financial Solutions
Pennsylvania
$578K +$8.09K +145 +1%
V
705
Veritable
Delaware
$572K +$303K +5,421 +107%
ED
706
Exane Derivatives
France
$571K +$241K +4,327 +70%
HFS
707
Howard Financial Services
Texas
$561K – – –
CIS
708
Capital International Sarl
California
$561K +$46.5K +834 +9%
VFA
709
Valeo Financial Advisors
Indiana
$557K +$11K +197 +2%
LWM
710
Laidlaw Wealth Management
New York
$554K +$14.6K +262 +3%
GWMIA
711
Global Wealth Management Investment Advisory
Florida
$553K +$77K +1,379 +16%
LNC
712
Lincoln National Corp
Pennsylvania
$550K -$8.37K -150 -1%
MHS
713
M Holdings Securities
Oregon
$548K +$561K +10,045 New
ASN
714
Advisory Services Network
Georgia
$547K +$3.46K +62 +0.6%
AWA
715
Artemis Wealth Advisors
New York
$545K – – –
ALAM
716
Asahi Life Asset Management
Japan
$545K +$557K +9,990 New
AGM
717
Alpine Global Management
New York
$545K +$558K +10,000 New
B
718
Bellecapital
Switzerland
$543K -$206K -3,694 -27%
LOAMS
719
Lombard Odier Asset Management (Switzerland)
Switzerland
$541K +$553K +9,916 New
PFS
720
Prospera Financial Services
Texas
$535K +$33.3K +596 +6%
CI
721
Cigna Investments
Connecticut
$531K -$135K -2,414 -20%
NICM
722
Neo Ivy Capital Management
New York
$531K +$290K +5,205 +115%
SIC
723
Samalin Investment Counsel
New York
$530K -$5.36K -96 -1%
OL
724
Optas LLC
Texas
$530K – – –
JWCA
725
J.W. Cole Advisors
Florida
$528K +$172K +3,081 +47%
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