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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
501
Live Oak Investment Partners
Texas
$855K -$43K -207 -5%
CCA
502
Checchi Capital Advisers
California
$853K -$114K -548 -12%
SIC
503
SFE Investment Counsel
California
$852K -$7.26K -35 -0.9%
SHFA
504
SS&H Financial Advisors
Michigan
$840K -$302K -1,455 -27%
WG
505
Winton Group
United Kingdom
$834K -$407K -1,962 -34%
TC
506
TwinBeech Capital
New York
$830K +$791K +3,809 New
AG
507
Ascent Group
Virginia
$830K -$554K -2,668 -41%
AF
508
Allworth Financial
California
$829K +$40.3K +194 +5%
PWAM
509
Pinnacle West Asset Management
Wyoming
$816K +$15.6K +75 +2%
NMIMC
510
Northwestern Mutual Investment Management Company
Wisconsin
$814K +$1.66K +8 +0.2%
AG
511
Advocate Group
Minnesota
$803K – – –
KSWWM
512
Keyes Stange & Wooten Wealth Management
Florida
$798K -$74.3K -358 -9%
CMAI
513
Capital Management Associates Inc
Minnesota
$795K +$756K +3,645 New
VA
514
Vident Advisory
Georgia
$791K +$8.72K +42 +1%
NS
515
NBC Securities
Alabama
$787K +$49.8K +240 +7%
HCM
516
Howland Capital Management
Massachusetts
$786K – – –
PDL
517
Portfolio Design Labs
California
$785K -$872K -4,200 -54%
FNB
518
Farmers National Bank
Kentucky
$784K +$12.5K +60 +2%
GSEP
519
Golden State Equity Partners
California
$784K +$40.7K +196 +6%
IWA
520
IBEX Wealth Advisors
New Jersey
$778K +$741K +3,572 New
GT
521
Greenleaf Trust
Michigan
$774K -$28K -135 -4%
WCA
522
Waratah Capital Advisors
Ontario, Canada
$755K -$12.1M -58,510 -94%
HH
523
Hilltop Holdings
Texas
$750K +$49.2K +237 +7%
ACM
524
Aster Capital Management
United Arab Emirates
$735K +$605K +2,915 +638%
AAIS
525
ABN AMRO Investment Solutions
$733K – – –
19 20
21
22 23