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Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1301
BLB&B Advisors
Pennsylvania
$1.4M +$104K +700 +8%
SVCP
1302
Silicon Valley Capital Partners
California
$1.4M +$182K +1,225 +15%
PC
1303
Palo Capital
California
$1.4M -$14.7K -99 -1%
SFA
1304
Sequoia Financial Advisors
Ohio
$1.39M +$43K +289 +3%
CBT
1305
Capital Bank & Trust
California
$1.39M +$1.37M +9,205 New
AWM
1306
Avior Wealth Management
Nebraska
$1.39M +$889K +5,982 +186%
HI
1307
Handelsinvest Investeringsforvaltning
Denmark
$1.39M -$3.52M -23,645 -72%
S
1308
SignatureFD
Georgia
$1.38M +$149K +1,003 +12%
BDF
1309
Balasa Dinverno & Foltz
$1.38M +$129K +867 +10%
CWP
1310
Capital Wealth Planning
Florida
$1.37M +$16.4K +110 +1%
AT
1311
Arden Trust
Delaware
$1.37M +$71.7K +482 +6%
WIM
1312
Westside Investment Management
California
$1.36M -$354K -2,384 -21%
AIIMS
1313
Analyst IMS Investment Management Services
Israel
$1.36M -$33.9K -228 -2%
TCM
1314
Tributary Capital Management
Nebraska
$1.36M -$312K -2,100 -19%
CCM
1315
Courage Capital Management
Tennessee
$1.36M – – –
CAG
1316
Crestwood Advisors Group
Massachusetts
$1.35M +$9.66K +65 +0.8%
RWA
1317
River Wealth Advisors
Pennsylvania
$1.35M +$178K +1,198 +15%
BMC
1318
Beaton Management Company
Massachusetts
$1.35M +$1.33M +8,942 New
RCA
1319
Rowland Carmichael Advisors
Arizona
$1.35M -$513K -3,452 -28%
HCM
1320
Hollencrest Capital Management
California
$1.35M -$50K -336 -4%
GS
1321
GAM Systematic
United Kingdom
$1.34M +$1M +6,752 +314%
CCM
1322
Coldstream Capital Management
Washington
$1.34M +$136K +917 +11%
FPFS
1323
First Personal Financial Services
North Carolina
$1.34M +$232K +1,558 +21%
AF
1324
Affiance Financial
Minnesota
$1.34M – – –
PFO
1325
Pathstone Family Office
New Jersey
$1.34M -$160K -1,076 -11%
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