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Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
826
Pictet North America Advisors
Switzerland
$2.37M +$14.6K +34 +0.6%
ICP
827
Impact Capital Partners
Colorado
$2.36M -$124K -289 -5%
PDL
828
Portfolio Design Labs
California
$2.35M -$230K -537 -9%
IA
829
IFP Advisors
Florida
$2.35M +$991K +2,313 +73%
BWM
830
BKM Wealth Management
Wisconsin
$2.33M +$47.5K +111 +2%
PL
831
Perpetual Ltd
Australia
$2.33M -$69.4M -162,059 -97%
GF
832
Gabelli Funds
New York
$2.32M – – –
WETS
833
Wealth Enhancement Trust Services
South Dakota
$2.32M +$2.33M +5,450 New
BWP
834
BSW Wealth Partners
Colorado
$2.32M -$18.8K -44 -0.8%
AWA
835
Aaron Wealth Advisors
Illinois
$2.32M -$15K -35 -0.6%
RWM
836
Ritholtz Wealth Management
New York
$2.31M -$362K -844 -13%
ISB
837
Iowa State Bank
Iowa
$2.31M -$48K -112 -2%
DSC
838
Duncker Streett & Co
Missouri
$2.3M -$299K -699 -11%
EL
839
Essex LLC
Illinois
$2.28M -$47.5K -111 -2%
FMI
840
F/M Investments
District of Columbia
$2.26M -$105K -244 -4%
LSWM
841
Lorne Steinberg Wealth Management
Canada
$2.26M -$109K -255 -5%
AAM
842
Advisors Asset Management
Colorado
$2.25M -$1.87M -4,355 -45%
BFIC
843
Bedell Frazier Investment Counselling
California
$2.25M -$308K -720 -12%
MC
844
Machina Capital
France
$2.24M +$628K +1,466 +39%
TSWM
845
Triangle Securities Wealth Management
North Carolina
$2.24M +$6.43K +15 +0.3%
CCG
846
Cypress Capital Group
Florida
$2.23M -$728K -1,699 -25%
MYIA
847
Mount Yale Investment Advisors
Colorado
$2.23M -$879K -2,051 -28%
AI
848
Aperture Investors
New York
$2.23M – – –
LOPW
849
Live Oak Private Wealth
North Carolina
$2.22M +$380K +886 +21%
DGM
850
Delta Global Management
New York
$2.22M +$6.43K +15 +0.3%
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