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Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
751
Marietta Investment Partners
Wisconsin
$1.04M +$24.3K +700 +2%
MHS
752
M Holdings Securities
Oregon
$1.03M +$236K +6,800 +31%
MCWS
753
McKinley Carter Wealth Services
West Virginia
$1.03M -$83.2K -2,400 -8%
ER
754
Enlightenment Research
Florida
$1.03M +$1.01M +29,010 New
SWM
755
Segment Wealth Management
Texas
$1.03M +$406K +11,710 +68%
SFA
756
Sequoia Financial Advisors
Ohio
$1.03M +$468K +13,510 +88%
BUB
757
BBVA USA Bancshares
Texas
$1.03M +$271K +7,820 +37%
OCM
758
One Capital Management
California
$1.02M -$65.9K -1,900 -6%
SCP
759
Stamos Capital Partners
California
$1.01M -$401K -11,580 -29%
BPWA
760
Beacon Pointe Wealth Advisors
California
$1.01M +$203K +5,870 +26%
AA
761
Apriem Advisors
California
$1M +$219K +6,310 +29%
TFS
762
TrustCore Financial Services
Tennessee
$1M +$52K +1,500 +6%
S
763
SignatureFD
Georgia
$998K -$321K -9,270 -25%
AF
764
Alerus Financial
North Dakota
$988K -$1.02M -29,510 -52%
EP
765
Edgestream Partners
New Jersey
$981K +$953K +27,500 New
GAM
766
Gotham Asset Management
New York
$979K +$646K +18,620 +211%
FIM
767
Frontier Investment Management
Texas
$974K -$167K -4,810 -15%
PIM
768
Partner Investment Management
California
$974K +$947K +27,310 New
CAM
769
Cresset Asset Management
Illinois
$973K +$773K +22,310 +448%
MYIA
770
Mount Yale Investment Advisors
Colorado
$971K -$2.08K -60 -0.2%
UCMOK
771
United Capital Management of KS
Kansas
$968K +$96.4K +2,780 +12%
QCG
772
Quadrant Capital Group
Ohio
$967K +$420K +12,120 +78%
MBT
773
Montecito Bank & Trust
California
$965K +$303K +8,730 +48%
TVWM
774
Tower View Wealth Management
Wisconsin
$962K +$8.67K +250 +0.9%
HFM
775
Harvest Fund Management
China
$961K – – –
29 30
31
32 33