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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1201
One Capital Management
California
$366K -$6.25K -75 -2%
IUHSA
1202
Itau Unibanco Holding S.A.
Brazil
$364K +$205K +2,467 +125%
LCM
1203
Lucha Capital Management
California
$362K -$10M -120,520 -97%
FPCP
1204
Fort Point Capital Partners
California
$360K -$6.41K -77 -2%
NIA
1205
Northstar Investment Advisors
Colorado
$355K +$351K +4,220 New
HCM
1206
Hilton Capital Management
New York
$351K – – –
MFP
1207
Meridian Financial Partners
Virginia
$349K +$345K +4,148 New
TWI
1208
Thomas White International
Illinois
$348K – – –
BOS
1209
Bank of Stockton
California
$344K – – –
CCT
1210
Capital City Trust
Florida
$343K +$15K +180 +5%
WA
1211
WBH Advisory
Maryland
$343K +$90.2K +1,083 +36%
AAS
1212
Avantax Advisory Services
Texas
$343K +$342K +4,109 New
EWA
1213
EP Wealth Advisors
California
$340K -$14.4K -173 -4%
BAC
1214
Boys Arnold & Co
North Carolina
$340K +$117K +1,402 +52%
CAM
1215
Concorde Asset Management
Michigan
$339K +$10.1K +121 +3%
GAG
1216
GM Advisory Group
New York
$339K +$12K +144 +4%
BPCE
1217
Bank Pictet & Cie (Europe)
Germany
$336K -$250K -3,000 -43%
AC
1218
Alexandria Capital
Virginia
$336K -$416 -5 -0.1%
AF
1219
Alerus Financial
North Dakota
$335K -$2.78M -33,418 -89%
SIAS
1220
Shine Investment Advisory Services
Colorado
$334K +$19.4K +233 +6%
FANJ
1221
Financial Architects (New Jersey)
New Jersey
$333K +$39.2K +471 +14%
WAM
1222
Wolverine Asset Management
Illinois
$331K +$222K +2,669 +210%
LA
1223
LVW Advisors
New York
$330K +$42K +504 +15%
IC
1224
Intersect Capital
California
$330K +$327K +3,925 New
WP
1225
WMS Partners
Maryland
$329K +$32.9K +395 +11%
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