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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1101
Annex Advisory Services
Wisconsin
$3.25M +$1.18M +22,770 +53%
HRC
1102
Hoertkorn Richard Charles
$3.23M – – –
PNAA
1103
Pictet North America Advisors
Switzerland
$3.23M +$161K +3,106 +5%
PFC
1104
Poplar Forest Capital
California
$3.22M -$3.64K -70 -0.1%
PCIA
1105
Prime Capital Investment Advisors
Kansas
$3.22M +$887K +17,073 +35%
TW
1106
TrinityPoint Wealth
Connecticut
$3.21M +$984K +18,934 +39%
CCM
1107
Canal Capital Management
Virginia
$3.2M +$47.1K +907 +1%
WA
1108
Wheatland Advisors
Pennsylvania
$3.2M -$821K -15,799 -20%
CBTWT
1109
Community Bank & Trust (Waco, Texas)
Texas
$3.19M +$6.18K +119 +0.2%
WP
1110
WMS Partners
Maryland
$3.19M +$138K +2,655 +4%
HW
1111
Hedeker Wealth
Illinois
$3.18M +$129K +2,482 +4%
BFEC
1112
Benjamin F. Edwards & Company
Missouri
$3.17M -$562K -10,804 -14%
PCA
1113
Personal Capital Advisors
California
$3.17M +$529K +10,170 +19%
IFAM
1114
Institutional & Family Asset Management
Colorado
$3.16M +$5.2K +100 +0.2%
CC
1115
ClearArc Capital
Ohio
$3.16M +$6.18K +119 +0.2%
ICM
1116
Intrepid Capital Management
Florida
$3.16M -$51.1K -984 -2%
CM
1117
Capula Management
Cayman Islands
$3.16M +$2.19M +42,224 +195%
CRC
1118
Curi RMB Capital
Illinois
$3.14M +$13.1K +252 +0.4%
AF
1119
Alerus Financial
North Dakota
$3.13M +$228K +4,393 +7%
FC
1120
Ferris Capital
Massachusetts
$3.13M – – –
DAS
1121
Dynamic Advisor Solutions
Arizona
$3.11M +$155K +2,992 +5%
AF
1122
Arrow Financial
New York
$3.1M +$314K +6,045 +11%
HCM
1123
Highlander Capital Management
New Jersey
$3.1M – – –
DDC
1124
DF Dent & Co
Maryland
$3.1M +$13.5K +260 +0.4%
RAM
1125
Roanoke Asset Management
New Jersey
$3.09M -$146K -2,800 -4%
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