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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1051
PFG Investments
New York
$12.6M -$216K -4,670 -2%
MNBTD
1052
Moody National Bank Trust Division
Texas
$12.6M -$11.4M -246,380 -49%
MBT
1053
Montecito Bank & Trust
California
$12.6M -$473K -10,200 -4%
BKA
1054
Brick & Kyle Associates
Pennsylvania
$12.6M -$1.63M -35,120 -12%
RWB
1055
RMR Wealth Builders
New Jersey
$12.6M +$274K +5,910 +2%
CI
1056
Conning Inc
Connecticut
$12.6M -$460K -9,930 -4%
BIP
1057
Blueprint Investment Partners
North Carolina
$12.5M +$1.33M +28,700 +13%
CCG
1058
Chatham Capital Group
Georgia
$12.5M -$211K -4,560 -2%
KF
1059
Krilogy Financial
Missouri
$12.5M +$1.02M +22,050 +10%
GAG
1060
GM Advisory Group
New York
$12.5M +$913K +19,710 +8%
CUAMC
1061
China Universal Asset Management Company
China
$12.5M -$4.85M -104,690 -29%
SW
1062
SlateStone Wealth
Florida
$12.4M +$1.27M +27,400 +12%
RFMS
1063
RWQ Financial Management Services
Florida
$12.4M +$4.1M +88,520 +54%
CAG
1064
Csenge Advisory Group
Florida
$12.4M +$641K +13,830 +6%
SIC
1065
Sigma Investment Counselors
Michigan
$12.4M -$171K -3,700 -1%
CB
1066
Cadence Bank
Mississippi
$12.4M -$589K -12,710 -5%
HAM
1067
Honeycomb Asset Management
New York
$12.4M +$11.6M +250,000 New
JSC
1068
Jackson Square Capital
California
$12.3M -$57.5K -1,240 -0.5%
AAS
1069
Annex Advisory Services
Wisconsin
$12.3M -$3.47M -74,970 -23%
CGL
1070
Clarius Group LLC
Washington
$12.3M -$1.95M -42,140 -14%
WE
1071
Wealth Effects
Massachusetts
$12.3M +$382K +8,250 +3%
QCG
1072
Quadrant Capital Group
Ohio
$12.2M +$860K +18,550 +8%
RI
1073
Redwood Investments
Massachusetts
$12.2M +$8.07M +174,120 +241%
JAM
1074
JW Asset Management
Florida
$12.2M +$4.46M +96,250 +64%
EWM
1075
Elevatus Welath Management
New York
$12.2M +$3.52M +75,970 +45%
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