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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1476
Sigma Investment Counselors
Michigan
$30.6M -$743K -3,290 -3%
GWM
1477
GDS Wealth Management
Texas
$30.6M +$1.4M +6,201 +5%
RC
1478
RBF Capital
California
$30.6M – – –
NHT
1479
New Hampshire Trust
New Hampshire
$30.6M -$17.6K -78 -0.1%
MYIA
1480
Mount Yale Investment Advisors
Colorado
$30.5M -$131M -578,042 -83%
IWA
1481
Icon Wealth Advisors
Texas
$30.4M -$531K -2,352 -2%
UC
1482
Unio Capital
New Jersey
$30.4M +$21.3M +94,467 +379%
CWM
1483
Connecticut Wealth Management
Connecticut
$30.3M -$284K -1,259 -1%
CPA
1484
Cardiff Park Advisors
California
$30.3M -$184K -816 -0.7%
PL
1485
Plancorp LLC
Missouri
$30.3M -$1.48M -6,562 -5%
AHB
1486
Abner Herrman & Brock
New Jersey
$30.3M +$3.45M +15,282 +15%
DA
1487
Denali Advisors
California
$30.3M -$8.74M -38,669 -25%
B
1488
Bellecapital
Switzerland
$30.2M +$133K +588 +0.5%
MA
1489
MONECO Advisors
Connecticut
$30.2M +$323K +1,428 +1%
HCM
1490
Hutchinson Capital Management
California
$30.2M -$273K -1,210 -1%
GKIM
1491
GW&K Investment Management
Massachusetts
$30.2M -$885K -3,916 -3%
KLWA
1492
Kelly Lawrence W & Associates
California
$30.2M -$116K -515 -0.4%
RAS
1493
RPS Advisory Solutions
Kentucky
$30.1M -$434K -1,923 -2%
KCM
1494
Kathmere Capital Management
Pennsylvania
$30.1M +$1.31M +5,793 +5%
BWP
1495
Burling Wealth Partners
Illinois
$30.1M +$377K +1,667 +1%
RBA
1496
Richard Bernstein Advisors
New York
$30.1M -$31.5M -139,413 -54%
AF
1497
Advisornet Financial
Minnesota
$30M +$2.23M +9,880 +9%
TPCW
1498
TD Private Client Wealth
New York
$30M -$263K -1,162 -1%
PAM
1499
Peak Asset Management
Colorado
$29.9M -$96K -425 -0.4%
LA
1500
Legacy Advisors
Pennsylvania
$29.9M +$26.5M +117,259 New
58 59
60
61 62