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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
726
Institute for Wealth Management
Colorado
$1.35M +$72K +396 +5%
SA
727
SAM Advisors
California
$1.35M +$1.67M +9,165 New
AP
728
Advisor Partners
California
$1.35M +$361K +1,984 +28%
SIA
729
Sit Investment Associates
Minnesota
$1.35M – – –
PLU
730
Performa Ltd (US)
South Carolina
$1.33M +$1.64M +9,020 New
HCA
731
Harbour Capital Advisors
Virginia
$1.32M +$136K +746 +9%
HIA
732
Harbor Investment Advisory
Maryland
$1.31M -$241K -1,327 -13%
MHC
733
Meyer Handelman Company
New York
$1.3M – – –
PCH
734
Polar Capital Holdings
United Kingdom
$1.3M -$138M -759,841 -99%
AIA
735
Avalon Investment & Advisory
Texas
$1.29M -$622K -3,421 -28%
CG
736
Colony Group
Massachusetts
$1.29M +$376K +2,069 +31%
LCM
737
Legato Capital Management
California
$1.28M -$403K -2,214 -20%
MP
738
McDonald Partners
Ohio
$1.28M +$322K +1,770 +26%
CG
739
Caprock Group
Idaho
$1.28M -$737K -4,051 -32%
VFPI
740
Vantage Financial Partners (Illinois)
Illinois
$1.28M -$36.4K -200 -2%
SB
741
Simmons Bank
Arkansas
$1.28M +$18.2K +100 +1%
AIM
742
ARGA Investment Management
Connecticut
$1.27M -$141K -777 -8%
VI
743
Vestcor Inc
New Brunswick, Canada
$1.27M – – –
AWS
744
AJ Wealth Strategies
New York
$1.27M -$200K -1,101 -11%
GAAM
745
Guinness Atkinson Asset Management
California
$1.26M – – –
BPCA
746
Bank Pictet & Cie (Asia)
Singapore
$1.25M +$1.54M +8,470 New
PCIA
747
Prime Capital Investment Advisors
Kansas
$1.25M -$1.52M -8,375 -50%
MJB
748
Mark J. Bradley
$1.24M -$260K -1,430 -15%
AWA
749
Arkadios Wealth Advisors
Georgia
$1.23M -$678K -3,725 -31%
JWM
750
Jeppson Wealth Management
California
$1.23M +$247K +1,355 +20%
28 29
30
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