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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1101
Valmark Advisers
Ohio
$43.4M -$653K -2,817 -1%
CRB
1102
Chad R. Baker
$43.4M -$3.5M -15,090 -7%
CFP
1103
Cascade Financial Partners
California
$43.3M +$1.58M +6,801 +4%
OC
1104
Oakmont Corp
California
$43.2M -$256K -1,107 -0.6%
RA
1105
RFG Advisory
Alabama
$43.1M +$5.47M +23,622 +14%
ECM
1106
Estabrook Capital Management
New York
$43.1M -$2.46M -10,610 -5%
SW
1107
Solidarity Wealth
Utah
$43.1M +$7.64M +32,997 +21%
RP
1108
Rice Partnership
Hawaii
$43M +$130K +563 +0.3%
BIP
1109
Blue Investment Partners
California
$43M -$101K -437 -0.2%
COLIM
1110
City of London Investment Management
United Kingdom
$42.8M -$1.26M -5,456 -3%
OWA
1111
Octavia Wealth Advisors
Ohio
$42.8M -$111K -477 -0.2%
PA
1112
PFG Advisors
Arizona
$42.7M +$5.03M +21,717 +13%
WHG
1113
Westwood Holdings Group
Texas
$42.7M -$99.4M -429,219 -69%
CCWM
1114
Cassaday & Co Wealth Management
Virginia
$42.7M +$577K +2,492 +1%
IPW
1115
Invictus Private Wealth
Colorado
$42.6M -$82.5K -356 -0.2%
CCA
1116
Checchi Capital Advisers
California
$42.5M +$1.2M +5,179 +3%
ANBT
1117
American National Bank & Trust
Texas
$42.4M -$736K -3,179 -2%
CI
1118
CX Institutional
Indiana
$42.2M +$3.01M +13,013 +7%
NGA
1119
Naples Global Advisors
Florida
$42.2M +$203K +875 +0.5%
CIM
1120
Corda Investment Management
Texas
$42.1M -$974K -4,206 -2%
MAM
1121
Madison Asset Management
Wisconsin
$42.1M -$1.05M -4,553 -2%
TA
1122
TruWealth Advisors
Louisiana
$42M +$1.19M +5,120 +3%
SRC
1123
Shufro Rose & Co
New York
$42M -$436K -1,881 -1%
IUHSA
1124
Itau Unibanco Holding S.A.
Brazil
$42M +$21.5M +92,671 +96%
AAM
1125
Azzad Asset Management
Virginia
$41.9M -$136K -586 -0.3%
43 44
45
46 47