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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Confluence Wealth Management
Oregon
$1.37M +$258K +4,005 +22%
AP
802
Appleton Partners
Massachusetts
$1.37M +$651K +10,094 +85%
AII
803
AGF Investments Inc
Ontario, Canada
$1.37M +$786K +12,184 +125%
BIM
804
BRC Investment Management
Colorado
$1.37M -$44.4K -689 -3%
MWAC
805
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.34M +$1.38M +21,410 New
BPGAM
806
BTG Pactual Global Asset Management
Bermuda
$1.33M -$36.2M -561,408 -96%
BPAMSD
807
BTG Pactual Asset Management SA DTVM
Brazil
$1.33M -$7.7M -119,324 -85%
EP
808
Edgestream Partners
New Jersey
$1.3M +$566K +8,771 +72%
WAM
809
Weatherly Asset Management
California
$1.3M +$431K +6,680 +47%
AWP
810
Ascent Wealth Partners
New York
$1.3M +$9.93K +154 +0.7%
SCM
811
Shelton Capital Management
Colorado
$1.3M +$587K +9,094 +78%
AFWA
812
Ancora Family Wealth Advisors
Ohio
$1.27M -$556K -8,613 -30%
PFPT
813
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.25M -$386K -5,988 -23%
WS
814
Wedbush Securities
California
$1.25M +$129K +1,999 +11%
MFS
815
Monetta Financial Services
Illinois
$1.25M – – –
SEC
816
Seven Eight Capital
New York
$1.23M +$1.26M +19,600 New
IC
817
Intersect Capital
California
$1.22M +$906K +14,043 +256%
HVIA
818
Hudson Valley Investment Advisors
New York
$1.19M -$19.4K -300 -2%
AI
819
Atria Investments
North Carolina
$1.19M +$224K +3,471 +21%
SFU
820
Stonehage Fleming (UK)
United Kingdom
$1.18M +$12.9K +200 +1%
CS
821
Comerica Securities
Michigan
$1.17M +$500K +7,753 +71%
ACI
822
Advance Capital I
Michigan
$1.16M -$245K -3,800 -17%
MFW
823
Meristem Family Wealth
Minnesota
$1.15M +$1.19M +18,440 New
NIMI
824
Natixis Investment Managers International
France
$1.15M -$157K -2,438 -12%
CASB
825
Cape Ann Savings Bank
Massachusetts
$1.14M -$102K -1,580 -8%
31 32
33
34 35