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Name Holding Trade Value Shares
Change 		Change in
Stake
UH
1101
Unigestion Holding
Switzerland
$2.4M -$732K -12,122 -24%
SIC
1102
Shoker Investment Counsel
Ohio
$2.4M +$29.3K +485 +1%
ICG
1103
InterOcean Capital Group
Tennessee
$2.4M +$117K +1,930 +5%
WA
1104
Waverly Advisors
Alabama
$2.39M -$2.93M -48,517 -56%
BHC
1105
Bowen Hanes & Co
Florida
$2.39M +$512K +8,475 +29%
JCM
1106
Jag Capital Management
Missouri
$2.37M +$35.7K +591 +2%
BBWA
1107
Bell & Brown Wealth Advisors
California
$2.37M +$41K +679 +2%
GFA
1108
Gifford Fong Associates
California
$2.35M – – –
DMBA
1109
Deseret Mutual Benefit Administrators
Utah
$2.35M -$1.61M -26,747 -42%
YWP
1110
YorkBridge Wealth Partners
New York
$2.35M +$27.8K +461 +1%
HI
1111
Harbour Investments
Wisconsin
$2.35M -$42.6K -705 -2%
FBFS
1112
First Business Financial Services
Wisconsin
$2.35M +$60 +1 +0%
CA
1113
CoreCap Advisors
Michigan
$2.35M -$1.19M -19,723 -35%
AMG
1114
Advisors Management Group
Wisconsin
$2.35M -$5.31K -88 -0.2%
IBOK
1115
Independence Bank of Kentucky
Kentucky
$2.34M +$106K +1,752 +5%
LOAMS
1116
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.33M -$1.44M -23,853 -39%
QCG
1117
Quadrant Capital Group
Ohio
$2.33M +$60.4K +1,001 +3%
GFS
1118
GYL Financial Synergies
Connecticut
$2.33M +$830K +13,750 +60%
SIAG
1119
Signet Investment Advisory Group
Rhode Island
$2.33M +$2.9K +48 +0.1%
RMSCM
1120
R.M. Sincerbeaux Capital Management
New York
$2.33M -$27.2K -450 -1%
FFS
1121
Founders Financial Securities
Maryland
$2.33M +$124K +2,054 +6%
DF
1122
Donoghue Forlines
Massachusetts
$2.33M +$1.08M +17,935 +96%
CAM
1123
Cacti Asset Management
Georgia
$2.33M – – –
RCG
1124
Regatta Capital Group
California
$2.33M +$26.1K +432 +1%
LWP
1125
Lumature Wealth Partners
Georgia
$2.32M -$37.5K -621 -2%
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