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Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
1701
Itau Unibanco Holding S.A.
Brazil
$618K +$220K +4,000 +61%
BMM
1702
Buffington Mohr McNeal
Idaho
$617K -$27.5K -500 -5%
NB
1703
Nicolet Bankshares
Wisconsin
$616K +$83.6K +1,520 +17%
SI
1704
Shaker Investments
Ohio
$614K +$292K +5,300 +102%
CHAM
1705
Clear Harbor Asset Management
Connecticut
$612K +$7.7K +140 +1%
LWA
1706
Lenox Wealth Advisors
New York
$610K +$16.5K +300 +3%
CAC
1707
Certified Advisory Corp
Florida
$610K +$574K +10,440 New
AAM
1708
American Asset Management
Florida
$609K
HWA
1709
Heritage Wealth Advisors
Virginia
$609K +$47.3K +860 +9%
FLI
1710
Family Legacy Inc
South Carolina
$609K +$573K +10,420 New
BCA
1711
Berman Capital Advisors
Georgia
$608K +$572K +10,400 New
SFM
1712
Signature Financial Management
Virginia
$606K -$831K -15,100 -59%
KLI
1713
Kelman-Lazarov Inc
Tennessee
$605K +$3.3K +60 +0.6%
CAM
1714
Concorde Asset Management
Michigan
$601K -$387K -7,040 -41%
HA
1715
Hamel Associates
New Jersey
$599K -$27.5K -500 -5%
BMO
1716
Beck Mack & Oliver
New York
$596K
MHIC
1717
Marble Harbor Investment Counsel
Massachusetts
$596K +$110K +2,000 +24%
TIM
1718
Tortoise Investment Management
New York
$592K -$33K -600 -6%
OAM
1719
Oak Asset Management
California
$592K +$557K +10,120 New
PI
1720
Pachira Investments
California
$592K +$557K +10,120 New
GHA
1721
GW Henssler & Associates
Georgia
$589K +$179K +3,260 +48%
MBT
1722
Monroe Bank & Trust
Michigan
$588K +$3.3K +60 +0.6%
IC
1723
Intersect Capital
California
$588K +$274K +4,980 +98%
BGC
1724
Blue Granite Capital
South Carolina
$587K -$918K -16,680 -63%
TFA
1725
Toth Financial Advisory
Virginia
$587K -$15.4K -280 -3%