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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
701
Aviance Capital Partners
Florida
$2.19M +$102K +19,560 +6%
OAM
702
Optimal Asset Management
California
$2.17M +$1.91M +368,000 New
CI
703
Conning Inc
Connecticut
$2.16M -$60.3K -11,600 -3%
HKIM
704
Hayek Kallen Investment Management
Alabama
$2.16M +$72.8K +14,000 +4%
EWM
705
Executive Wealth Management
Michigan
$2.15M -$176K -33,880 -8%
FA
706
Fagan Associates
New York
$2.15M -$4.16K -800 -0.2%
CT
707
Caldwell Trust
Florida
$2.14M +$1.89M +364,000 New
SRAM
708
Stone Ridge Asset Management
New York
$2.14M – – –
SCA
709
Sage Capital Advisors
South Dakota
$2.13M +$17.1K +3,280 +0.9%
DY
710
Dowling & Yahnke
California
$2.13M +$118K +22,600 +7%
KHLMTHM
711
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.12M -$1.21M -233,520 -39%
FHA
712
Flagship Harbor Advisors
Massachusetts
$2.11M -$96.5K -18,560 -5%
FCM
713
Fortis Capital Management
Washington
$2.09M +$1.84M +354,600 New
GCM
714
Gables Capital Management
Florida
$2.06M -$31.2K -6,000 -2%
HBT
715
Hills Bank & Trust
Iowa
$2.05M -$22.9K -4,400 -1%
FCBT
716
First Citizens Bank & Trust
North Carolina
$2.05M +$46.4K +8,920 +3%
CWP
717
Capital Wealth Planning
Florida
$2.04M +$124K +23,840 +7%
HC
718
HNP Capital
New York
$2.03M +$140K +26,920 +9%
VFA
719
Valeo Financial Advisors
Indiana
$2.02M +$33.9K +6,520 +2%
AWM
720
Avitas Wealth Management
California
$2.02M +$17.5K +3,360 +1%
GTCM
721
Gyon Technologies Capital Management
New Jersey
$2M +$1.77M +339,800 New
BAAM
722
Baker Avenue Asset Management
California
$2M -$358K -68,880 -17%
IWS
723
Insight Wealth Strategies
California
$1.99M +$979K +188,200 +126%
AAS
724
Avantax Advisory Services
Texas
$1.99M +$460K +88,520 +35%
UB
725
UMB Bank
Missouri
$1.99M -$307K -59,080 -15%
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