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Name Holding Trade Value Shares
Change 		Change in
Stake
QPW
301
Quantum Private Wealth
Florida
$3.71M -$133K -500 -5%
SWP
302
Stratos Wealth Partners
Ohio
$3.68M +$91.2K +343 +3%
PCMU
303
Paragon Capital Management (Utah)
Utah
$3.63M -$99.2K -373 -4%
PVI
304
Pine Valley Investments
New Jersey
$3.57M -$338K -1,273 -11%
IUHSA
305
Itau Unibanco Holding S.A.
Brazil
$3.55M -$9.57M -36,000 -78%
FMLI
306
Fukoku Mutual Life Insurance
Japan
$3.55M – – –
SAMU
307
SONA Asset Management (US)
New York
$3.55M – – –
BCI
308
Brinker Capital Investments
Pennsylvania
$3.54M -$3.43M -12,898 -56%
CF
309
Convergence Financial
Missouri
$3.51M +$799K +3,005 +44%
QCM
310
QRG Capital Management
Illinois
$3.4M +$620K +2,330 +32%
SF
311
Summit Financial
New Jersey
$3.33M +$2.5M +9,388 New
HP
312
Haven Private
Florida
$3.27M -$131K -494 -5%
DWT
313
Dorsey & Whitney Trust
South Dakota
$3.25M -$12.2K -46 -0.5%
WH
314
Willner & Heller
California
$3.2M -$902K -3,392 -27%
CA
315
COFG Advisors
Illinois
$3.18M -$169K -636 -7%
CRWM
316
Castle Rock Wealth Management
California
$3.12M +$2.46M +9,244 New
FTUS
317
Flow Traders U.S.
New York
$3.12M +$2.34M +8,784 New
SGCA
318
Steel Grove Capital Advisors
Tennessee
$3.1M +$26.6K +100 +1%
TFS
319
Thoroughbred Financial Services
Tennessee
$3.1M +$28.7K +108 +1%
IB
320
Iyo Bank
Japan
$3.08M – – –
MYLI
321
Meiji Yasuda Life Insurance
Japan
$3.07M +$263K +990 +13%
ZIG
322
Zurich Insurance Group
Switzerland
$3.07M +$2.3M +8,655 New
IAS
323
Insigneo Advisory Services
Florida
$3.06M +$2.29M +8,622 New
SI
324
Stephens Inc
Arkansas
$3.03M +$371K +1,396 +20%
SGAM
325
Smith Group Asset Management
Texas
$3.02M – – –
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