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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
1351
Itau Unibanco Holding S.A.
Brazil
$97K +$62.8K +430 +225%
MSFP
1352
Mark Sheptoff Financial Planning
Connecticut
$94K +$146 +1 +0.2%
APSP
1353
Asset Planning Services (Pennsylvania)
Pennsylvania
$93K – – –
GAM
1354
Gemmer Asset Management
California
$93K +$438 +3 +0.5%
RFWA
1355
RPg Family Wealth Advisory
Massachusetts
$91.4K – – –
DIA
1356
Davidson Investment Advisors
Montana
$89K +$83.8K +574 New
FA
1357
Friess Associates
Delaware
$88K -$52K -356 -39%
TWMP
1358
Taylor Wealth Management Partners
Massachusetts
$88K -$21.6K -148 -21%
HCM
1359
Herndon Capital Management
Georgia
$86K -$275K -1,881 -77%
OSNBOA
1360
Old Second National Bank of Aurora
Illinois
$86K +$36.5K +250 +83%
CPP
1361
Crow Point Partners
Massachusetts
$85K -$14.9K -102 -16%
DAM
1362
Delta Asset Management
Tennessee
$83K -$1.46K -10 -2%
PMFA
1363
Plante Moran Financial Advisors
Michigan
$82K -$112K -767 -59%
VCM
1364
Versant Capital Management
Arizona
$82K -$8.76K -60 -10%
PCA
1365
Peddock Capital Advisors
Massachusetts
$82K – – –
PWM
1366
Perigon Wealth Management
California
$82K – – –
HWP
1367
Hefty Wealth Partners
Indiana
$79K -$1.23M -8,405 -94%
CAL
1368
Capital Advisors Ltd
Ohio
$77K +$146 +1 +0.2%
BWA
1369
Burt Wealth Advisors
Maryland
$74K – – –
AIM
1370
Arcadia Investment Management
Michigan
$70K – – –
MWM
1371
MinichMacGregor Wealth Management
New York
$69K – – –
JFA
1372
JNBA Financial Advisors
Minnesota
$63K -$2.2M -15,045 -97%
SAC
1373
Smith Affiliated Capital
New York
$62.3K – – –
CWM
1374
Cranbrook Wealth Management
Michigan
$62K – – –
FI
1375
FCM Investments
Texas
$62K – – –
53 54
55
56 57