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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1176
Colony Group
Massachusetts
$5.2M -$264K -1,057 -4%
JAM
1177
JCIC Asset Management
Ontario, Canada
$5.19M -$113K -454 -2%
DWM
1178
Dakota Wealth Management
Florida
$5.18M -$1.85M -7,416 -24%
FM
1179
Foster & Motley
Ohio
$5.18M -$1.06M -4,248 -15%
WB
1180
Webster Bank
Connecticut
$5.17M +$85.7K +343 +1%
SP
1181
Symmetry Partners
Connecticut
$5.16M +$694K +2,775 +14%
PCM
1182
Princeton Capital Management
New Jersey
$5.13M -$157K -629 -3%
CFGS
1183
Concourse Financial Group Securities
Alabama
$5.13M -$2.98M -11,916 -34%
STA
1184
Summit Trail Advisors
New York
$5.12M +$569K +2,276 +11%
FA
1185
Fagan Associates
New York
$5.12M -$4.98M -19,932 -46%
UAM
1186
Unison Asset Management
Florida
$5.12M +$940K +3,761 +20%
MGWM
1187
Marks Group Wealth Management
Minnesota
$5.11M -$3.8M -15,196 -40%
IFWM
1188
Institute for Wealth Management
Colorado
$5.11M +$240K +962 +4%
SS
1189
Simplicity Solutions
Minnesota
$5.11M -$3.28M -13,121 -36%
JHCP
1190
Jackson Hole Capital Partners
Oklahoma
$5.07M +$403K +1,614 +8%
QCM
1191
Quantinno Capital Management
New York
$5.03M -$233K -934 -4%
B
1192
Bellecapital
Switzerland
$5.02M +$893K +3,574 +19%
DA
1193
DCM Advisors
New York
$4.99M -$1.46M -5,859 -21%
LSA
1194
L & S Advisors
California
$4.99M -$6.83M -27,311 -55%
FF
1195
FourThought Financial
Florida
$4.98M +$368K +1,474 +7%
DAS
1196
Dynamic Advisor Solutions
Arizona
$4.97M +$410K +1,642 +8%
FFM
1197
Forager Funds Management
Australia
$4.97M -$414K -1,658 -7%
OAM
1198
Occidental Asset Management
California
$4.97M +$205K +822 +4%
MWM
1199
Marietta Wealth Management
Georgia
$4.95M +$871K +3,485 +19%
UF
1200
Univest Financial
Pennsylvania
$4.94M +$238K +954 +4%
46 47
48
49 50