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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1451
Capital Investment Advisory Services
North Carolina
$83K +$90.7K +1,333 New
PFO
1452
Pathstone Family Office
New Jersey
$82K +$87K +1,279 +2,558%
NCM
1453
Nelson Capital Management
California
$81K – – –
VCM
1454
Versant Capital Management
Arizona
$80K -$65.9K -968 -43%
SHJ
1455
Sharkey, Howes & Javer
Colorado
$76K – – –
IUHSA
1456
Itau Unibanco Holding S.A.
Brazil
$76K +$84.1K +1,236 New
TIM
1457
Tortoise Investment Management
New York
$75K – – –
SIS
1458
Sound Income Strategies
Florida
$68K – – –
PCP
1459
Proficio Capital Partners
Massachusetts
$68K +$15.7K +230 +27%
MSA
1460
Marino Stram & Associates
Massachusetts
$67K -$5.92K -87 -8%
WCM
1461
Whitener Capital Management
North Carolina
$66K – – –
TFA
1462
Toth Financial Advisory
Virginia
$66K +$272 +4 +0.4%
CAL
1463
Capital Analysts LLC
Pennsylvania
$65K – – –
SCM
1464
Silvant Capital Management
Georgia
$64K – – –
O
1465
Ossiam
France
$62K +$67.4K +991 New
LPWM
1466
Lake Point Wealth Management
Texas
$60K +$66K +970 New
SQA
1467
Simon Quick Advisors
New Jersey
$59K +$64.1K +942 New
AIM
1468
Arcadia Investment Management
Michigan
$56K – – –
QCIG
1469
Quad-Cities Investment Group
Iowa
$56K – – –
AP
1470
Arlington Partners
Alabama
$56K +$13.6K +200 +29%
WCM
1471
WealthBridge Capital Management
Ohio
$55K +$60.5K +889 New
IBOK
1472
Independence Bank of Kentucky
Kentucky
$54K -$13.6K -200 -19%
CFN
1473
Cordasco Financial Network
Florida
$53K – – –
CHP
1474
Cable Hill Partners
Oregon
$53K +$15.7K +230 +37%
MNBTD
1475
Moody National Bank Trust Division
Texas
$53K +$48.9K +719 +537%
57 58
59
60 61