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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
1026
Advisors Management Group
Wisconsin
$3.14M -$93.5K -1,997 -3%
FWM
1027
Focused Wealth Management
New York
$3.14M +$254K +5,434 +9%
APP
1028
Avantax Planning Partners
Iowa
$3.14M -$102K -2,178 -3%
AWM
1029
Altium Wealth Management
New York
$3.13M +$649K +13,858 +26%
SS
1030
Simplicity Solutions
Minnesota
$3.12M +$2.56M +54,654 +462%
KFA
1031
Kays Financial Advisory
Georgia
$3.11M +$189K +4,033 +6%
OC
1032
Oarsman Capital
Wisconsin
$3.1M -$38.7K -826 -1%
GC
1033
Gratus Capital
Georgia
$3.1M -$53.4K -1,140 -2%
PRS
1034
Pinkerton Retirement Specialists
Idaho
$3.08M +$3.37K +72 +0.1%
FC
1035
Ferris Capital
Massachusetts
$3.08M -$5.34K -114 -0.2%
RE
1036
RBC Europe
United Kingdom
$3.07M -$79.6K -1,700 -3%
FNBTCON
1037
First National Bank & Trust Co of Newtown
Pennsylvania
$3.06M +$37.5K +800 +1%
CIM
1038
CenturyLink Investment Management
Colorado
$3.06M – – –
ANTB
1039
AMG National Trust Bank
Colorado
$3.06M +$40.5K +866 +1%
HSA
1040
Hussman Strategic Advisors
Maryland
$3.05M +$3.04M +65,000 New
BFM
1041
Boston Financial Management
Massachusetts
$3.04M -$138K -2,942 -4%
QT
1042
Quantbot Technologies
New York
$3.04M +$3.03M +64,747 New
HIM
1043
Harbour Investment Management
Washington
$3.02M -$43.3K -925 -1%
LPIC
1044
LeJeune Puetz Investment Counsel
Michigan
$3.02M +$192K +4,100 +7%
SCM
1045
Southport Capital Management
Tennessee
$3.01M -$38.6K -824 -1%
IFAM
1046
Institutional & Family Asset Management
Colorado
$2.99M -$98.3K -2,100 -3%
LOAMS
1047
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.98M -$406K -8,663 -12%
HT
1048
HighTower Trust
Texas
$2.98M -$185K -3,950 -6%
FPFS
1049
First Personal Financial Services
North Carolina
$2.96M +$46.9K +1,002 +2%
PTC
1050
Private Trust Company
Ohio
$2.96M +$231K +4,939 +8%
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