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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
726
Castellan Group
Kentucky
$1.36M – – –
IFWM
727
Institute for Wealth Management
Colorado
$1.35M +$72K +396 +5%
SA
728
SAM Advisors
California
$1.35M +$1.67M +9,165 New
AP
729
Advisor Partners
California
$1.35M +$361K +1,984 +28%
SIA
730
Sit Investment Associates
Minnesota
$1.35M – – –
PLU
731
Performa Ltd (US)
South Carolina
$1.33M +$1.64M +9,020 New
HCA
732
Harbour Capital Advisors
Virginia
$1.32M +$136K +746 +9%
HIA
733
Harbor Investment Advisory
Maryland
$1.31M -$241K -1,327 -13%
MHC
734
Meyer Handelman Company
New York
$1.3M – – –
PCH
735
Polar Capital Holdings
United Kingdom
$1.3M -$138M -759,841 -99%
AIA
736
Avalon Investment & Advisory
Texas
$1.29M -$622K -3,421 -28%
CG
737
Colony Group
Massachusetts
$1.29M +$376K +2,069 +31%
LCM
738
Legato Capital Management
California
$1.28M -$403K -2,214 -20%
MP
739
McDonald Partners
Ohio
$1.28M +$322K +1,770 +26%
CG
740
Caprock Group
Idaho
$1.28M -$737K -4,051 -32%
VFPI
741
Vantage Financial Partners (Illinois)
Illinois
$1.28M -$36.4K -200 -2%
SB
742
Simmons Bank
Arkansas
$1.28M +$18.2K +100 +1%
AIM
743
ARGA Investment Management
Connecticut
$1.27M -$141K -777 -8%
VI
744
Vestcor Inc
New Brunswick, Canada
$1.27M – – –
AWS
745
AJ Wealth Strategies
New York
$1.27M -$200K -1,101 -11%
GAAM
746
Guinness Atkinson Asset Management
California
$1.26M – – –
BPCA
747
Bank Pictet & Cie (Asia)
Singapore
$1.25M +$1.54M +8,470 New
PCIA
748
Prime Capital Investment Advisors
Kansas
$1.25M -$1.52M -8,375 -50%
MJB
749
Mark J. Bradley
$1.24M -$260K -1,430 -15%
AWA
750
Arkadios Wealth Advisors
Georgia
$1.23M -$678K -3,725 -31%
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