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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1801
Legacy Advisors
Pennsylvania
$707K +$264K +5,633 +51%
BCM
1802
Bluefin Capital Management
New York
$707K +$783K +16,700 New
LD
1803
Lipe & Dalton
New York
$706K – – –
BCG
1804
Breakwater Capital Group
New Jersey
$706K -$70.3K -1,499 -8%
GSIAS
1805
Garden State Investment Advisory Services
New Jersey
$705K -$98.9K -2,108 -11%
CWP
1806
Core Wealth Partners
California
$705K +$12.5K +267 +2%
AAM
1807
Alphadyne Asset Management
New York
$705K +$781K +16,647 New
MAM
1808
MWA Asset Management
Massachusetts
$703K +$7.97K +170 +1%
HTIM
1809
Harbour Trust & Investment Management
Indiana
$703K -$9.38K -200 -1%
NEWAS
1810
N.E.W. Advisory Services
Wisconsin
$700K -$10.5K -223 -1%
FWM
1811
Focused Wealth Management
New York
$699K +$58K +1,236 +8%
RFA
1812
Register Financial Advisors
Georgia
$698K +$83.3K +1,775 +12%
TAM
1813
Trillium Asset Management
Massachusetts
$698K +$3.38K +72 +0.4%
AWP
1814
Abacus Wealth Partners
California
$697K -$640K -13,653 -45%
OWCM
1815
One Wealth Capital Management
Arizona
$696K +$366K +7,812 +91%
PJSIMP
1816
P.J. Schmidt Investment Management (PJS)
Wisconsin
$694K +$9.34K +199 +1%
AA
1817
Advisory Alpha
Michigan
$693K -$88.6K -1,888 -10%
CUAMC
1818
China Universal Asset Management Company
China
$692K +$203K +4,331 +36%
TDB
1819
Thompson David Blair
$691K -$4.46K -95 -0.6%
BIAS
1820
Beacon Investment Advisory Services
New Jersey
$690K +$92.1K +1,963 +14%
SWP
1821
ShoreHaven Wealth Partners
New Jersey
$689K +$3.56K +76 +0.5%
AA
1822
Alta Advisers
United Kingdom
$687K – – –
MCM
1823
Mengis Capital Management
Oregon
$686K -$32.4K -690 -4%
CL
1824
CSS LLC
Illinois
$685K -$15.5K -330 -2%
PNFS
1825
PW Nova Financial Services
Pennsylvania
$683K -$516 -11 -0.1%
71 72
73
74 75