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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
951
Oak Associates
Ohio
$1.65M – – –
AI
952
Aperture Investors
New York
$1.65M +$501K +2,310 +47%
HA
953
Harfst & Associates
Wyoming
$1.65M -$30K -138 -2%
TC
954
Telemus Capital
Michigan
$1.65M -$30K -138 -2%
MIM
955
Marco Investment Management
Georgia
$1.64M +$7.16K +33 +0.5%
TWM
956
TriaGen Wealth Management
California
$1.64M +$24.7K +114 +2%
TWA
957
TCI Wealth Advisors
Arizona
$1.64M +$132K +609 +9%
ARC
958
Advisor Resource Council
Texas
$1.64M +$1.57M +7,227 New
IF
959
Intrua Financial
Texas
$1.64M +$35.8K +165 +2%
HCCM
960
Hudson Canyon Capital Management
New York
$1.61M -$36.5K -168 -2%
SFP
961
Shepherd Financial Partners
Massachusetts
$1.61M +$11.1K +51 +0.7%
BZWA
962
Blue Zone Wealth Advisors
California
$1.61M – – –
FMN
963
Financial Management Network
California
$1.61M +$8.47K +39 +0.6%
PCS
964
Personal CFO Solutions
New Jersey
$1.61M +$70.3K +324 +5%
SWA
965
Sutton Wealth Advisors
Florida
$1.6M +$42.3K +195 +3%
WB
966
WesBanco Bank
West Virginia
$1.59M -$45.6K -210 -3%
ESBC
967
E.S. Barr & Co
Kentucky
$1.57M -$111K -510 -7%
OQS
968
Occudo Quantitative Strategies
Florida
$1.57M +$1.02M +4,677 +208%
PA
969
Paragon Advisors
Texas
$1.57M +$1.19M +5,481 +381%
LNWTC
970
Laird Norton Wetherby Trust Company
Washington
$1.57M +$9.12K +42 +0.6%
RIM
971
Regent Investment Management
Kentucky
$1.56M -$22.8K -105 -1%
VLKIM
972
Van Lanschot Kempen Investment Management
Netherlands
$1.56M +$20.2K +93 +1%
WFI
973
West Family Investments
California
$1.55M +$1.48M +6,840 New
HIIFS
974
Harel Insurance Investments & Financial Services
Israel
$1.55M -$5.01M -23,088 -77%
ZIC
975
ZWJ Investment Counsel
Georgia
$1.55M +$651 +3 +0%
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