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Name Holding Trade Value Shares
Change 		Change in
Stake
GCC
726
Guardian Capital (Canada)
Ontario, Canada
$881K +$133K +3,900 +21%
CBU
727
CIBC Bank USA
Illinois
$877K – – –
RWA
728
Ropes Wealth Advisors
Massachusetts
$877K – – –
NIP
729
Nicholas Investment Partners
California
$875K -$568K -16,670 -43%
FHC
730
First Heartland Consultants
Missouri
$874K +$203K +5,960 +36%
FI
731
FormulaFolio Investments
Michigan
$871K +$510K +14,960 +205%
PIM
732
Parker Investment Management
California
$870K +$682 +20 +0.1%
AFG
733
Albion Financial Group
Utah
$861K – – –
BBP
734
Banco BTG Pactual
Brazil
$860K +$100K +2,940 +15%
RAM
735
Redmond Asset Management
Virginia
$856K -$1.18M -34,760 -61%
CAMG
736
CWA Asset Management Group
Florida
$853K -$265K -7,780 -26%
MLL
737
Moody Lynn & Lieberson
Massachusetts
$849K +$89.3K +2,620 +14%
SBH
738
Segall Bryant & Hamill
Illinois
$848K +$308K +9,040 +72%
IWM
739
IHT Wealth Management
Illinois
$838K -$136K -3,990 -16%
AC
740
Arjuna Capital
North Carolina
$835K +$727K +21,320 New
CI
741
Cavalier Investments
Georgia
$822K – – –
DLG
742
Daniel L. Goodwin
$822K – – –
KF
743
Krilogy Financial
Missouri
$818K +$43.3K +1,270 +6%
CPA
744
Clear Perspective Advisors
Illinois
$812K -$6.82K -200 -1%
SFFS
745
Stonehage Fleming Financial Services
Jersey
$809K +$102K +3,000 +17%
SAM
746
SignalPoint Asset Management
Missouri
$806K +$54.5K +1,600 +8%
NFG
747
Nadler Financial Group
Illinois
$806K +$134K +3,930 +24%
QT
748
Quantbot Technologies
New York
$805K +$702K +20,590 New
PIM
749
Partner Investment Management
California
$804K -$15.7K -460 -2%
GH
750
GAM Holding
Switzerland
$804K +$154K +4,530 +28%
28 29
30
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