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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1451
Insight Advisors
Pennsylvania
$227K -$140K -2,011 -39%
DCM
1452
DGS Capital Management
New Jersey
$226K -$11.3K -162 -5%
FNFDCM
1453
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$225K – – –
MWM
1454
Mission Wealth Management
California
$225K -$1.99M -28,608 -90%
IFPG
1455
Intrepid Financial Planning Group
Indiana
$225K – – –
C1AG
1456
Client 1st Advisory Group
Florida
$224K – – –
FHC
1457
First Heartland Consultants
Missouri
$224K +$3.96K +57 +2%
OWP
1458
Obermeyer Wealth Partners
Colorado
$224K +$214K +3,075 New
WI
1459
WrapManager Inc
California
$223K -$10.8K -156 -5%
HWM
1460
HighMark Wealth Management
Minnesota
$223K +$2.78K +40 +1%
PCIG
1461
Partners Capital Investment Group
Massachusetts
$223K +$213K +3,063 New
CI
1462
CX Institutional
Indiana
$222K +$212K +3,057 New
FA
1463
FDx Advisors
Illinois
$222K -$171K -2,459 -45%
AS
1464
Altshuler Shaham
Israel
$222K -$1.13M -16,260 -84%
SFB
1465
STAR Financial Bank
Indiana
$222K +$212K +3,050 New
FMN
1466
Financial Management Network
California
$221K -$3.34K -48 -2%
FAT
1467
First American Trust
California
$220K -$4.72M -67,958 -96%
MIM
1468
Merrion Investment Management
New Jersey
$218K +$3.82K +55 +2%
BAM
1469
BOCHK Asset Management
Hong Kong
$218K -$7.27M -104,550 -97%
ADL
1470
Asset Dedication LLC
California
$218K +$5.42K +78 +3%
UAS
1471
United Asset Strategies
New York
$216K +$5.21K +75 +3%
HCP
1472
Hexagon Capital Partners
Arkansas
$215K +$17.4K +250 +9%
SFG
1473
Sovereign Financial Group
Connecticut
$214K +$205K +2,946 New
SIC
1474
Sterling Investment Counsel
New York
$214K +$2.78K +40 +1%
FC
1475
Fusion Capital
South Carolina
$213K – – –
57 58
59
60 61