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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
501
Avantax Advisory Services
Texas
$344K +$11.1K +185 +4%
CIC
502
Carnegie Investment Counsel
Ohio
$341K -$297K -4,950 -50%
BPCE
503
Bank Pictet & Cie (Europe)
Germany
$341K – – –
IIC
504
Ironwood Investment Counsel
Arizona
$340K +$93.8K +1,563 +45%
KA
505
Kovack Advisors
Florida
$339K -$300K -5,005 -50%
MCM
506
MAI Capital Management
Ohio
$338K +$298K +4,965 New
PP
507
Pacifica Partners
Canada
$335K +$297K +4,955 New
SP
508
Symmetry Partners
Connecticut
$327K -$182K -3,027 -39%
ECG
509
EPIQ Capital Group
California
$326K – – –
BPA
510
Beacon Pointe Advisors
California
$324K -$300 -5 -0.1%
ED
511
Exane Derivatives
France
$320K +$15.1K +251 +5%
FMLI
512
Fukoku Mutual Life Insurance
Japan
$320K – – –
CL
513
CPWM LLC
Washington
$319K -$1.5K -25 -0.5%
EH
514
Equitable Holdings
New York
$317K +$21.2K +354 +8%
SS
515
Simplicity Solutions
Minnesota
$314K +$276K +4,606 New
MWM
516
Meridian Wealth Management
Kentucky
$303K – – –
ZB
517
Zions Bancorporation
Utah
$302K -$2.64K -44 -1%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$300K – – –
GC
519
Gilbert & Cook
Iowa
$293K -$128K -2,136 -33%
AFC
520
AFT Forsyth & Company
Florida
$293K – – –
HI
521
Harbour Investments
Wisconsin
$293K +$16K +267 +7%
MRG
522
Milestone Resources Group
British Virgin Islands
$288K +$153K +2,550 +152%
BMC
523
Benin Management Corp
Connecticut
$286K – – –
AIM
524
Anchor Investment Management
South Carolina
$285K +$91.9K +1,531 +58%
VFA
525
Valeo Financial Advisors
Indiana
$282K -$593K -9,881 -70%
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