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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1301
Soltis Investment Advisors
Utah
$11.9M -$82.6K -128 -0.6%
BWL
1302
Bogart Wealth LLC
Virginia
$11.9M -$2.66M -4,117 -17%
IFWM
1303
Institute for Wealth Management
Colorado
$11.8M +$205K +318 +2%
LPT
1304
Legacy Private Trust
Wisconsin
$11.8M -$1.48M -2,294 -10%
AIP
1305
Arrowpoint Investment Partners
Singapore
$11.8M -$3.9M -6,047 -23%
IPGDR
1306
Investidor Profissional Gestao de Recursos
Brazil
$11.8M -$883K -1,369 -6%
PAMG
1307
Patton Albertson Miller Group
Tennessee
$11.8M -$913K -1,415 -6%
AMBIA
1308
Allen Mooney & Barnes Investment Advisors
Georgia
$11.8M +$12.3M +19,107 +1,441%
EGA
1309
Eagle Global Advisors
Texas
$11.8M +$9.92M +15,374 +304%
WCA
1310
Waratah Capital Advisors
Ontario, Canada
$11.8M -$30.8M -47,763 -70%
WWA
1311
WCG Wealth Advisors
Nevada
$11.7M -$1.58M -2,443 -11%
HSA
1312
HBK Sorce Advisory
Pennsylvania
$11.6M +$411K +637 +3%
SAM
1313
Sawgrass Asset Management
Florida
$11.6M -$2.21M -3,430 -15%
LDB
1314
Lee, Danner & Bass
Tennessee
$11.6M -$69K -107 -0.5%
CCM
1315
Campbell Capital Management
Florida
$11.6M -$290K -450 -2%
WPI
1316
Walter Public Investments
Canada
$11.6M +$13M +20,115 New
QPWM
1317
Quadrant Private Wealth Management
Pennsylvania
$11.6M +$231K +358 +2%
CCM
1318
Copeland Capital Management
Pennsylvania
$11.6M +$13M +20,091 New
KFBMI
1319
Kentucky Farm Bureau Mutual Insurance
Kentucky
$11.5M – – –
KSCM
1320
Kamunting Street Capital Management
Florida
$11.5M +$12.9M +20,000 New
KIM
1321
Kestra Investment Management
Texas
$11.5M +$3.19M +4,941 +33%
GL
1322
Graypoint LLC
New York
$11.5M -$40K -62 -0.3%
GA
1323
GFS Advisors
Texas
$11.5M -$337K -522 -3%
ZDA
1324
Zweig-DiMenna Associates
New York
$11.4M -$31.4M -48,737 -71%
AIM
1325
Anchor Investment Management
South Carolina
$11.4M -$148K -229 -1%
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