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Name Holding Trade Value Shares
Change 		Change in
Stake
COI
1026
Connable Office Inc
Michigan
$2.29M +$2.32M +31,702 New
AFGAS
1027
Allegiance Financial Group Advisory Services
Virginia
$2.27M -$159K -2,169 -6%
WFAG
1028
Worth Financial Advisory Group
North Carolina
$2.27M +$2.3M +31,408 New
CUAMC
1029
China Universal Asset Management Company
China
$2.25M – – –
DWM
1030
Dynasty Wealth Management
Florida
$2.25M -$1.05M -14,386 -32%
QOP
1031
Quinn Opportunity Partners
Virginia
$2.24M – – –
PTC
1032
Private Trust Company
Ohio
$2.22M -$11.6K -158 -0.5%
AF
1033
Advisornet Financial
Minnesota
$2.21M +$111K +1,510 +5%
HWAM
1034
Hennion & Walsh Asset Management
New Jersey
$2.21M +$239K +3,264 +12%
TFA
1035
Teamwork Financial Advisors
Texas
$2.21M +$107K +1,454 +5%
CI
1036
Ceera Investments
Texas
$2.21M +$2.25M +30,646 New
BAM
1037
Bastion Asset Management
Canada
$2.21M +$2.35M +32,020 New
AGWCA
1038
Annis Gardner Whiting Capital Advisors
Florida
$2.21M +$90K +1,228 +4%
WPA
1039
Wealth Preservation Advisors
Tennessee
$2.21M +$989K +13,492 +79%
SI
1040
Shaker Investments
Ohio
$2.19M -$11.4K -156 -0.5%
EWM
1041
Empirical Wealth Management
Washington
$2.18M -$68.1K -929 -3%
CT
1042
Coastline Trust
Rhode Island
$2.17M -$555K -7,572 -20%
AF
1043
Allworth Financial
California
$2.13M -$442K -6,030 -17%
HI
1044
Harbour Investments
Wisconsin
$2.13M +$90.7K +1,237 +4%
PWM
1045
Palacios Wealth Management
Florida
$2.12M -$29.8K -406 -1%
BM
1046
Brandywine Managers
Delaware
$2.12M – – –
RA
1047
RiverPark Advisors
New York
$2.11M -$109K -1,493 -5%
CCM
1048
Coldstream Capital Management
Washington
$2.1M -$206K -2,814 -9%
RIL
1049
Rothschild Investment LLC
Illinois
$2.09M -$138K -1,885 -6%
HHMI
1050
Howard Hughes Medical Institute
Maryland
$2.09M – – –
40 41
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