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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$113M -$105M -562,019 -48%
ACM
752
Alta Capital Management
Utah
$113M -$16.5M -88,783 -13%
BCV
753
Banque Cantonale Vaudoise
Switzerland
$113M -$19.3M -103,532 -15%
MAS
754
Meeder Advisory Services
Ohio
$112M +$6.25M +33,602 +6%
VFA
755
Valeo Financial Advisors
Indiana
$112M -$787K -4,229 -0.7%
TAM
756
Telemark Asset Management
Massachusetts
$112M – – –
WWA
757
WCG Wealth Advisors
Nevada
$112M +$52.6M +282,420 +89%
KA
758
Kintegral Advisory
New York
$112M -$3.05M -16,412 -3%
AWM
759
Axxcess Wealth Management
California
$112M +$7.37M +39,606 +7%
FMI
760
F/M Investments
District of Columbia
$111M -$9.51M -51,090 -8%
VCP
761
Verus Capital Partners
Arizona
$111M +$1.15M +6,156 +1%
MSR
762
Main Street Research
Connecticut
$111M -$1.06M -5,714 -0.9%
XL
763
XN LP
New York
$111M +$6.48M +34,818 +6%
PIM
764
Plato Investment Management
Australia
$110M -$550K -2,956 -0.5%
GI
765
GAMMA Investing
California
$110M +$6.62M +35,583 +6%
STA
766
Summit Trail Advisors
New York
$110M -$11.5M -61,839 -10%
BDLIB
767
Banque de Luxembourg Investments (BLI)
Luxembourg
$109M -$19.7M -105,811 -15%
KA
768
Kovack Advisors
Florida
$109M +$47.4M +254,562 +78%
UFM
769
Ursa Fund Management
California
$108M +$108M +580,900 New
LWM
770
Lyell Wealth Management
California
$108M -$1.83M -9,805 -2%
WC
771
Woodstock Corp
Massachusetts
$108M -$2.23M -11,964 -2%
NA
772
Navellier & Associates
Nevada
$108M +$634K +3,406 +0.6%
BFC
773
Blue Fin Capital
Rhode Island
$107M -$8.3M -44,607 -7%
OAM
774
Ostrum Asset Management
France
$107M -$1.39M -7,494 -1%
ACIM
775
Azimuth Capital Investment Management
Michigan
$107M +$1.28M +6,855 +1%
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