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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
751
Sweet Financial Partners
Minnesota
$396K – – –
TC
752
Telemus Capital
Michigan
$395K +$72.1K +2,608 +21%
CCP
753
Corient Capital Partners
California
$393K +$21.4K +773 +4%
WA
754
Wealth Alliance
New York
$393K +$410K +14,824 New
OL
755
Optas LLC
Texas
$392K +$81.9K +2,966 +25%
OPWM
756
Oxinas Partners Wealth Management
Indiana
$387K -$180K -6,499 -31%
TMC
757
Trellus Management Company
Florida
$386K – – –
MP
758
McDonald Partners
Ohio
$382K -$13.3K -482 -3%
JA
759
JVL Associates
Michigan
$374K -$24.2K -876 -6%
DY
760
Dowling & Yahnke
California
$374K +$389K +14,097 New
S
761
Seeyond
France
$373K -$21.1K -762 -5%
EI
762
Ellevest Inc
New York
$373K +$260K +9,396 +200%
HA
763
Harbor Advisors
Florida
$371K – – –
EWA
764
EP Wealth Advisors
California
$364K +$380K +13,736 New
FHA
765
Flagship Harbor Advisors
Massachusetts
$363K +$37K +1,338 +11%
WC
766
Woodstock Corp
Massachusetts
$361K -$9.95K -360 -3%
HWM
767
HB Wealth Management
Georgia
$360K +$376K +13,597 New
MCC
768
Malaga Cove Capital
California
$359K -$3.29K -119 -0.9%
ASC
769
Atalanta Sosnoff Capital
New York
$354K -$1.1K -40 -0.3%
CAM
770
Carret Asset Management
New York
$353K -$34.5K -1,250 -9%
AWM
771
Activest Wealth Management
Florida
$350K +$347K +12,574 +1,980%
QCIG
772
Quad-Cities Investment Group
Iowa
$349K -$71.8K -2,600 -16%
FWM
773
Focused Wealth Management
New York
$349K -$470 -17 -0.1%
CGL
774
Clarius Group LLC
Washington
$347K -$2.38K -86 -0.7%
KCM
775
Karp Capital Management
California
$345K – – –
29 30
31
32 33