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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1126
Integrated Wealth Concepts
Massachusetts
$311K +$18.5K +232 +7%
LWAC
1127
Laurel Wealth Advisors (California)
California
$311K +$49K +615 +20%
MC
1128
Middleton & Co
Massachusetts
$309K +$296K +3,713 New
CFG
1129
Citizens Financial Group
Rhode Island
$306K -$9.96K -125 -3%
IC
1130
InterOcean Capital
Illinois
$306K – – –
CC
1131
Courier Capital
New York
$305K – – –
WP
1132
WMS Partners
Maryland
$301K -$32.6K -409 -10%
CAG
1133
Crestwood Advisors Group
Massachusetts
$301K -$16.3K -205 -6%
SBSB
1134
Sullivan, Bruyette, Speros & Blaney
Virginia
$301K – – –
HCM
1135
Hollencrest Capital Management
California
$298K +$285K +3,580 New
JFA
1136
Johanson Financial Advisors
California
$298K +$285K +3,581 New
HFM
1137
Harvest Fund Management
China
$296K – – –
SMFG
1138
Sumitomo Mitsui Financial Group
Japan
$295K +$183K +2,293 +179%
GKWIM
1139
Gerber Kawasaki Wealth & Investment Management
California
$293K -$104K -1,310 -27%
AW
1140
Alpha Windward
Massachusetts
$293K -$16K -201 -5%
SP
1141
SWS Partners
Ohio
$291K +$225K +2,829 +428%
LOAMS
1142
Lombard Odier Asset Management (Switzerland)
Switzerland
$287K -$3.37M -42,305 -92%
LCP
1143
Legacy Capital Partners
Wisconsin
$287K -$102K -1,275 -27%
MIS
1144
Morningstar Investment Services
Illinois
$286K -$92.6K -1,162 -25%
LA
1145
LVW Advisors
New York
$284K -$56.8K -713 -17%
PCG
1146
Private Capital Group
Connecticut
$283K +$7.41K +93 +3%
NB
1147
Nicolet Bankshares
Wisconsin
$282K – – –
MFG
1148
Monte Financial Group
Connecticut
$282K +$26.9K +337 +11%
PP
1149
PagnatoKarp Partners
Virginia
$280K -$3.9K -49 -1%
GS
1150
Gagnon Securities
New York
$278K +$32.4K +407 +14%
44 45
46
47 48