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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1626
Brave Asset Management
New Jersey
$939K -$46.8K -1,123 -5%
MA
1627
MBA Advisors
Pennsylvania
$937K +$203K +4,884 +31%
VNA
1628
Valley National Advisers
Pennsylvania
$937K -$375 -9 -0%
PI
1629
Pettee Investors
Connecticut
$936K +$66.5K +1,597 +8%
KOC
1630
Koss-Olinger Consulting
Florida
$935K -$1.6M -38,342 -65%
LCM
1631
Liberty Capital Management
Michigan
$935K – – –
DLA
1632
Douglas Lane & Associates
New York
$934K -$43.5K -1,044 -5%
FFS
1633
Flavin Financial Services
Florida
$932K -$42K -1,009 -5%
IFWM
1634
Institute for Wealth Management
Colorado
$931K -$143K -3,439 -14%
SI
1635
Saxon Interests
Texas
$931K -$16.7K -401 -2%
WIM
1636
Waverton Investment Management
United Kingdom
$930K – – –
CAC
1637
Certified Advisory Corp
Florida
$927K +$92.3K +2,216 +12%
CFGW
1638
Chancellor Financial Group WB
Pennsylvania
$927K -$87K -2,089 -9%
FWP
1639
FAS Wealth Partners
Kansas
$926K +$18.7K +450 +2%
EFMC
1640
Empire Financial Management Company
New York
$925K – – –
GPWM
1641
Grant Private Wealth Management
California
$925K +$72.3K +1,736 +9%
SMH
1642
Sanders Morris Harris
Texas
$924K -$20.8K -500 -2%
OTPPB
1643
Ontario Teachers' Pension Plan Board
Ontario, Canada
$923K -$55.7K -1,337 -6%
HWP
1644
Highline Wealth Partners
California
$922K -$4.5K -108 -0.5%
MSS
1645
Mitchell Sinkler & Starr
Pennsylvania
$919K +$20K +481 +2%
NG
1646
Novem Group
New York
$918K +$125K +3,013 +17%
WFA
1647
WMG Financial Advisors
Tennessee
$918K -$72.9K -1,752 -8%
LIA
1648
Lynx Investment Advisory
District of Columbia
$914K -$202K -4,864 -19%
IA
1649
Inspire Advisors
Idaho
$911K +$836K +20,083 New
EA
1650
Everpar Advisors
Oklahoma
$910K +$158K +3,793 +23%
64 65
66
67 68