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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
776
Principal Securities
Iowa
$10.1M +$9.53M +23,720 New
IAA
777
Independent Advisor Alliance
North Carolina
$10.1M -$71.9K -179 -0.8%
LPT
778
Legacy Private Trust
Wisconsin
$10M +$335K +834 +4%
FA
779
Fagan Associates
New York
$9.99M -$72.3K -180 -0.8%
BCM
780
Brasada Capital Management
Texas
$9.89M +$1.98M +4,918 +27%
CPRC
781
Consolidated Portfolio Review Corp
New York
$9.83M -$226K -563 -2%
KCM
782
Kornitzer Capital Management
Kansas
$9.83M – – –
CT
783
Caldwell Trust
Florida
$9.82M -$53K -132 -0.6%
SS
784
Simplicity Solutions
Minnesota
$9.81M -$1.18M -2,944 -11%
CCM
785
Coldstream Capital Management
Washington
$9.77M +$250K +623 +3%
BAM
786
Bell Asset Management
Australia
$9.76M -$38.2K -95 -0.4%
CF
787
Centaurus Financial
California
$9.76M -$570K -1,418 -6%
CIA
788
Choate Investment Advisors
Massachusetts
$9.67M +$2.43M +6,047 +36%
UI
789
Untitled Investments
New York
$9.64M – – –
CIM
790
Chapman Investment Management
California
$9.64M +$7.23K +18 +0.1%
MIP
791
Marietta Investment Partners
Wisconsin
$9.64M +$137K +341 +2%
VFA
792
Valeo Financial Advisors
Indiana
$9.59M -$640K -1,594 -7%
TCM
793
Telos Capital Management
California
$9.57M -$12.1K -30 -0.1%
CP
794
Cumberland Partners
Ontario, Canada
$9.56M -$1M -2,495 -10%
ECM
795
Everence Capital Management
Indiana
$9.48M -$743K -1,850 -8%
CCS
796
Concentric Capital Strategies
Connecticut
$9.48M +$6.7M +16,670 +300%
GCM
797
Gibraltar Capital Management
Oklahoma
$9.45M -$466K -1,159 -5%
LS
798
Livforsakringsbolaget Skandia
Sweden
$9.43M +$472K +1,176 +6%
WS
799
Wedbush Securities
California
$9.42M +$662K +1,647 +8%
BP
800
Broadleaf Partners
Ohio
$9.41M -$2.58M -6,413 -23%
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