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Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
1701
UBP Investment Advisors
Switzerland
$1.22M +$1.02M +18,078 +205%
RMDI
1702
R.M. Davis Inc
Maine
$1.22M +$94.4K +1,668 +8%
MLFP
1703
MPS Loria Financial Planners
Illinois
$1.22M +$6.34K +112 +0.5%
BOTW
1704
Bank of the West
California
$1.22M -$9.11K -161 -0.7%
WDC
1705
Woodward Diversified Capital
California
$1.22M +$89.1K +1,574 +8%
MCP
1706
Mirador Capital Partners
California
$1.22M +$235K +4,158 +24%
SI
1707
Saxon Interests
Texas
$1.22M +$527K +9,309 +75%
BIM
1708
Baldwin Investment Management
Pennsylvania
$1.21M +$73.7K +1,302 +6%
GCM
1709
Graham Capital Management
Connecticut
$1.21M +$1.23M +21,679 New
WEG
1710
World Equity Group
Illinois
$1.2M +$1.22M +21,600 New
SMA
1711
Sage Mountain Advisors
Georgia
$1.2M -$232K -4,093 -16%
ACM
1712
Argent Capital Management
Missouri
$1.2M – – –
OAM
1713
Occidental Asset Management
California
$1.2M +$4.58K +81 +0.4%
PFBT
1714
Parkside Financial Bank & Trust
Missouri
$1.19M -$15.6K -276 -1%
RA
1715
Rational Advisors
New York
$1.19M +$318K +5,621 +36%
BST
1716
Bath Savings Trust
Maine
$1.19M -$59.4K -1,050 -5%
GWS
1717
Glassman Wealth Services
Virginia
$1.19M +$22.2K +392 +2%
ACA
1718
Aptus Capital Advisors
Alabama
$1.19M +$738K +13,039 +158%
ACWM
1719
Adams Chetwood Wealth Management
North Carolina
$1.18M -$43.1K -761 -3%
RG
1720
Renaissance Group
Kentucky
$1.18M +$20.9K +370 +2%
CG
1721
Corundum Group
Colorado
$1.18M +$610K +10,785 +103%
GFPC
1722
Global Financial Private Client
Florida
$1.18M +$250K +4,418 +26%
TIA
1723
Traphagen Investment Advisors
New Jersey
$1.18M -$90.5K -1,599 -7%
DWM
1724
Destination Wealth Management
California
$1.18M -$53K -937 -4%
TIA
1725
Tiemann Investment Advisors
California
$1.18M +$10.2K +180 +0.9%
67 68
69
70 71