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Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
376
Legal Advantage Investments
California
$219K +$258K +5,000 New
SAF
377
Smith Anglin Financial
Texas
$219K +$258K +5,000 New
IAA
378
Independent Advisor Alliance
North Carolina
$215K +$253K +4,890 New
QCG
379
Quadrant Capital Group
Ohio
$212K -$48.8K -945 -16%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K -$28.4K -550 -10%
IIC
381
Integrated Investment Consultants
Michigan
$206K -$35K -677 -13%
RWMG
382
Redwood Wealth Management Group
New Jersey
$206K -$5.17K -100 -2%
LA
383
Legacy Advisors
Pennsylvania
$205K – – –
OAM
384
Oppenheimer Asset Management
New York
$205K +$34.3K +665 +17%
SFA
385
Sequoia Financial Advisors
Ohio
$203K +$30K +581 +14%
BRWA
386
B. Riley Wealth Advisors
Florida
$202K +$43.6K +844 +22%
CA
387
Calton & Associates
Florida
$201K +$236K +4,569 New
KTC
388
Kistler-Tiffany Companies
Pennsylvania
$192K – – –
N
389
Natixis
France
$188K +$81.2K +1,572 +58%
BC
390
BIT Capital
Germany
$187K +$220K +4,251 New
IA
391
IFP Advisors
Florida
$172K -$247K -4,791 -52%
PA
392
Parallel Advisors
California
$169K -$63.7K -1,234 -24%
MS
393
Mizuho Securities
Japan
$168K – – –
GAM
394
Guinness Asset Management
United Kingdom
$161K – – –
NSIM
395
North Star Investment Management
Illinois
$159K – – –
BBHC
396
Brown Brothers Harriman & Co
New York
$140K -$10.3K -200 -6%
AAM
397
Advisors Asset Management
Colorado
$140K -$32.6K -632 -17%
FP
398
Financial Perspectives
Minnesota
$135K – – –
PHAM
399
Portland Hill Asset Management
United Kingdom
$133K – – –
IPAM
400
ICICI Prudential Asset Management
India
$130K +$26.4K +512 +21%
14 15
16
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