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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
776
ARGA Investment Management
Connecticut
$257K – – –
CBU
777
CIBC Bank USA
Illinois
$256K +$238K +1,272 New
CWS
778
Cypress Wealth Services
California
$254K – – –
HPWM
779
Highland Private Wealth Management
Washington
$253K +$4.49K +24 +2%
IUHSA
780
Itau Unibanco Holding S.A.
Brazil
$250K -$41.5K -222 -15%
CSA
781
Cottage Street Advisors
Massachusetts
$246K – – –
CAM
782
Covenant Asset Management
New Jersey
$246K – – –
GT
783
Glenview Trust
Kentucky
$245K – – –
FFS
784
Founders Financial Securities
Maryland
$245K +$228K +1,221 New
EAM
785
Evanson Asset Management
California
$242K – – –
NS
786
NewDay Solutions
New Hampshire
$242K +$225K +1,200 New
CWA
787
Clarus Wealth Advisors
Arizona
$241K +$748 +4 +0.3%
BA
788
Bristlecone Advisors
Washington
$241K +$224K +1,199 New
RC
789
RegentAtlantic Capital
New Jersey
$238K -$43K -230 -16%
CIC
790
Carnegie Investment Counsel
Ohio
$238K – – –
PFPT
791
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K -$59.7K -319 -21%
SWM
792
SeaCrest Wealth Management
New York
$232K -$17K -91 -7%
BST
793
Bath Savings Trust
Maine
$227K -$100K -535 -32%
BP
794
BBR Partners
New York
$227K +$211K +1,130 New
NB
795
Northwest Bancshares
Pennsylvania
$226K +$210K +1,125 New
VWA
796
V Wealth Advisors
Kansas
$226K +$211K +1,127 New
RI
797
Rudd International
Florida
$224K -$8.04K -43 -4%
MFW
798
Mosaic Family Wealth
Missouri
$224K +$30.1K +161 +17%
WCM
799
Wedge Capital Management
North Carolina
$223K +$208K +1,110 New
PCAP
800
Pratt Collard Advisory Partners
New York
$221K +$206K +1,099 New
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