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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1426
Advisornet Financial
Minnesota
$4.01M +$200K +728 +5%
DR
1427
Davis Rea
Ontario, Canada
$4.01M +$239K +873 +6%
SNT
1428
Security National Trust
West Virginia
$4.01M +$69.1K +252 +2%
LI
1429
Lafayette Investments
Maryland
$4M +$100K +366 +3%
HCA
1430
Harbour Capital Advisors
Virginia
$4M +$33.2K +121 +0.9%
VR
1431
Viridian RIA
Washington
$3.99M +$521K +1,901 +15%
IFG
1432
Independent Financial Group
California
$3.99M +$105K +384 +3%
WBC
1433
West Branch Capital
Massachusetts
$3.98M +$44.4K +162 +1%
QSS
1434
Quantitative Systematic Strategies
Florida
$3.97M +$399K +1,455 +11%
TPA
1435
Trivium Point Advisory
Connecticut
$3.97M +$271K +989 +7%
VLC
1436
Van Leeuwen & Company
New Jersey
$3.97M -$130K -474 -3%
BAS
1437
Brown Advisory Securities
Maryland
$3.96M -$62.8K -229 -2%
SS
1438
Sunbelt Securities
Texas
$3.95M +$97K +354 +3%
NO
1439
Ninety One
South Africa
$3.95M -$1.34M -4,881 -25%
FWM
1440
Focused Wealth Management
New York
$3.93M -$148K -540 -4%
KFGK
1441
Keystone Financial Group (Kentucky)
Kentucky
$3.93M -$68.5K -250 -2%
GVAG
1442
Great Valley Advisor Group
Delaware
$3.93M +$55.4K +202 +1%
SV
1443
Sturgeon Ventures
United Kingdom
$3.93M – – –
WPP
1444
Whalerock Point Partners
Rhode Island
$3.93M +$3.02M +11,007 +327%
WI
1445
WrapManager Inc
California
$3.92M +$238K +868 +6%
IAS
1446
IMA Advisory Services
Colorado
$3.91M +$780K +2,846 +25%
PTB
1447
Pioneer Trust Bank
Oregon
$3.9M +$174K +635 +5%
JRP
1448
Jasper Ridge Partners
California
$3.9M – – –
SEEDPG
1449
S.E.E.D. Planning Group
New York
$3.9M -$42.8K -156 -1%
HB
1450
Homrich & Berg
Georgia
$3.9M +$1.26M +4,602 +48%
56 57
58
59 60