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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
801
Homrich & Berg
Georgia
$287K +$252K +2,038 New
VC
802
Vicus Capital
Pennsylvania
$285K +$250K +2,024 New
CPP
803
Crow Point Partners
Massachusetts
$285K +$250K +2,027 New
CCM
804
Coldstream Capital Management
Washington
$284K -$40.7K -330 -14%
DI
805
DUMAC Inc
North Carolina
$284K – – –
FBFS
806
First Business Financial Services
Wisconsin
$282K -$247K -2,000 -50%
GRP
807
Global Retirement Partners
California
$281K +$41.5K +336 +20%
OIA
808
OneDigital Investment Advisors
Kansas
$277K +$242K +1,963 New
DI
809
Diligent Investors
California
$269K +$235K +1,907 New
PBT
810
Pictet Bank & Trust
Bahamas
$266K -$60.3K -488 -21%
CAM
811
Cypress Asset Management
Texas
$264K +$232K +1,875 New
PWAP
812
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$262K – – –
MFW
813
Mosaic Family Wealth
Missouri
$261K +$6.42K +52 +3%
WAS
814
WESPAC Advisors SoCal
California
$260K – – –
CBT
815
Capital Bank & Trust
California
$259K +$227K +1,837 New
ANB
816
Amarillo National Bank
Texas
$258K +$226K +1,830 New
CCM
817
Covington Capital Management
California
$256K +$224K +1,815 New
NFC
818
Northeast Financial Consultants
Connecticut
$254K +$222K +1,800 New
TI
819
Trexquant Investment
Connecticut
$254K +$222K +1,800 New
RCAG
820
Rehmann Capital Advisory Group
Michigan
$253K +$222K +1,796 New
JFA
821
Johanson Financial Advisors
California
$253K +$223K +1,805 New
SFA
822
Sequoia Financial Advisors
Ohio
$252K +$221K +1,787 New
SC
823
Savant Capital
Illinois
$247K +$216K +1,751 New
NB
824
Nicolet Bankshares
Wisconsin
$246K +$216K +1,749 New
IH
825
IFC Holdings
Florida
$244K -$30.9K -250 -13%
31 32
33
34 35