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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
901
Xcel Wealth Management
Florida
$995K +$316K +1,880 +53%
BII
902
Bainco International Investors
Massachusetts
$968K – – –
AIM
903
ARGA Investment Management
Connecticut
$967K – – –
BAM
904
Brilliance Asset Management
Hong Kong
$966K +$891K +5,300 New
BCA
905
Berman Capital Advisors
Georgia
$959K +$679K +4,040 +331%
NA
906
Neuburgh Advisers
California
$955K +$286K +1,700 +48%
GI
907
Glovista Investments
New Jersey
$951K +$877K +5,216 New
FFN
908
Focus Financial Network
Minnesota
$946K +$872K +5,186 New
LB
909
Legacy Bridge
Iowa
$943K – – –
FDS
910
Freedom Day Solutions
Texas
$941K +$867K +5,158 New
BA
911
Boston Advisors
Massachusetts
$932K -$507K -3,012 -37%
PSUF
912
People's United Financial
Connecticut
$931K -$149K -885 -15%
NIM
913
Northeast Investment Management
Massachusetts
$930K +$73.3K +436 +9%
CC
914
Cannell & Co
New York
$930K +$547K +3,250 +176%
CAM
915
Concorde Asset Management
Michigan
$928K +$95.2K +566 +12%
SWM
916
SeaCrest Wealth Management
New York
$926K -$128K -761 -13%
9WM
917
9258 Wealth Management
Ohio
$922K +$20.9K +124 +3%
SFP
918
Shepherd Financial Partners
Massachusetts
$921K +$376K +2,238 +80%
HR
919
Hayden Royal
North Carolina
$916K -$2.18M -12,975 -72%
VFA
920
Valeo Financial Advisors
Indiana
$915K +$2.86K +17 +0.3%
WB
921
Webster Bank
Connecticut
$912K +$14.8K +88 +2%
GC
922
Gruss & Co
Florida
$912K +$471K +2,800 +127%
RCAG
923
Rehmann Capital Advisory Group
Michigan
$906K +$264K +1,571 +46%
CSIC
924
Clifford Swan Investment Counsel
California
$905K +$33.6K +200 +4%
HCMT
925
Highland Capital Management (Tennessee)
Tennessee
$903K +$33.6K +200 +4%
35 36
37
38 39