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Name Holding Trade Value Shares
Change 		Change in
Stake
HS
676
HighVista Strategies
Massachusetts
$603K -$82.4K -900 -11%
CCM
677
Chiron Capital Management
Florida
$598K -$27.5K -300 -4%
IFWM
678
Institute for Wealth Management
Colorado
$585K -$7.23K -79 -1%
JIC
679
Johnson Investment Counsel
Ohio
$584K +$12.4K +136 +2%
PHS
680
Pekin Hardy Strauss
Illinois
$580K +$612K +6,687 New
CAM
681
Close Asset Management
United Kingdom
$580K +$52.5K +574 +9%
OAM
682
Oak Asset Management
California
$573K – – –
FSA
683
Financial Security Advisor
Virginia
$572K +$603K +6,591 New
GI
684
Glovista Investments
New Jersey
$572K -$290K -3,169 -32%
GCM
685
Genus Capital Management
British Columbia, Canada
$571K – – –
PEA
686
Park Edge Advisors
Ohio
$570K +$13.3K +145 +2%
DC
687
Davenport & Co
Virginia
$568K +$86.5K +945 +17%
GWM
688
Geneos Wealth Management
Colorado
$567K -$108K -1,175 -15%
AAB
689
ABN AMRO Bank
Netherlands
$564K – – –
HCP
690
Hexagon Capital Partners
Arkansas
$564K +$30.3K +331 +5%
BCM
691
Brookstone Capital Management
Illinois
$559K +$25.1K +274 +4%
CAG
692
Csenge Advisory Group
Florida
$558K +$182K +1,989 +45%
AWA
693
Arete Wealth Advisors
Illinois
$552K +$29.1K +318 +5%
APW
694
Axim Planning & Wealth
Ohio
$551K -$1.86M -20,278 -76%
PP
695
PDS Planning
Ohio
$551K +$84.9K +927 +17%
WS
696
Wedbush Securities
California
$546K +$105K +1,144 +22%
PI
697
Putnam Investments
Massachusetts
$537K -$62.1K -678 -10%
BSC
698
Brown Shipley & Co
United Kingdom
$536K -$35.6K -389 -6%
CBFP
699
Cedar Brook Financial Partners
Ohio
$533K -$21.2K -232 -4%
CIAS
700
Capital Investment Advisory Services
North Carolina
$526K -$9.15K -100 -2%
26 27
28
29 30