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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
626
Buckingham Strategic Wealth
Missouri
$385K +$396K +25,740 New
IUHSA
627
Itau Unibanco Holding S.A.
Brazil
$378K +$344K +22,350 +755%
ASC
628
Atalanta Sosnoff Capital
New York
$376K -$7.69K -500 -2%
FSA
629
Financial Sense Advisors
California
$375K -$11.7K -760 -3%
AIM
630
Alambic Investment Management
California
$375K +$386K +25,100 New
NWP
631
Northstar Wealth Partners
Connecticut
$372K +$62.6K +4,070 +20%
BAC
632
Boys Arnold & Co
North Carolina
$370K – – –
WS
633
Wedbush Securities
California
$370K +$52.8K +3,430 +16%
NFG
634
Next Financial Group
Texas
$367K +$42.9K +2,790 +13%
CANY
635
Caxton Associates (New York)
New York
$359K -$4.25M -276,000 -92%
MWM
636
Meridian Wealth Management
Kentucky
$357K -$91.4K -5,940 -20%
PFS
637
Prospera Financial Services
Texas
$355K +$366K +23,810 New
CIM
638
CIM Investment Management
Pennsylvania
$352K -$5.69K -370 -2%
PP
639
Prudential plc
United Kingdom
$352K – – –
WSFS
640
Wilmington Savings Fund Society
Delaware
$351K – – –
P8IP
641
Pier 88 Investment Partners
California
$346K -$118K -7,650 -25%
IIM
642
Intact Investment Management
Quebec, Canada
$344K -$46.2K -3,000 -12%
WB
643
WesBanco Bank
West Virginia
$344K -$7.38K -480 -2%
CLOS
644
Compagnie Lombard Odier SCmA
Switzerland
$343K -$176K -11,460 -33%
AFP
645
Ausdal Financial Partners
Iowa
$341K -$110K -7,150 -24%
SWA
646
SFMG Wealth Advisors
Texas
$335K +$25.4K +1,650 +8%
AFG
647
Albion Financial Group
Utah
$331K – – –
LWCFA
648
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$330K – – –
FC
649
Forte Capital
New York
$325K – – –
SF
650
Synovus Financial
Georgia
$324K +$89.4K +5,810 +37%
24 25
26
27 28