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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1001
Waterloo Capital
Texas
$7.71M +$195K +440 +3%
FFN
1002
Focus Financial Network
Minnesota
$7.7M -$63.4K -143 -0.8%
NAM
1003
NorthCrest Asset Manangement
Minnesota
$7.69M +$567K +1,280 +8%
UOTTAIMCU
1004
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.67M +$682K +1,538 +10%
AF
1005
Advisornet Financial
Minnesota
$7.65M -$240K -542 -3%
WIM
1006
WealthPlan Investment Management
Nebraska
$7.65M +$1.69M +3,823 +29%
C
1007
Certuity
Florida
$7.58M -$225K -508 -3%
BOH
1008
Bank of Hawaii
Hawaii
$7.56M -$103K -232 -1%
LPT
1009
Legacy Private Trust
Wisconsin
$7.55M +$629K +1,418 +9%
XWM
1010
Xcel Wealth Management
Florida
$7.53M +$2.51M +5,651 +51%
IP
1011
Ignite Planners
California
$7.52M -$1.77K -4 -0%
ACM
1012
Alcosta Capital Management
California
$7.52M -$414K -933 -5%
SP
1013
SmartHarvest Portfolios
Washington
$7.51M +$7.41M +16,706 New
CA
1014
CSM Advisors
Pennsylvania
$7.5M +$1.21M +2,729 +20%
RCAG
1015
Rehmann Capital Advisory Group
Michigan
$7.42M -$55K -124 -0.7%
BCA
1016
Bay Colony Advisors
Massachusetts
$7.42M -$569K -1,283 -7%
LOWM
1017
Laurel Oak Wealth Management
New Jersey
$7.41M +$7.3M +16,472 New
EW
1018
Evoke Wealth
California
$7.41M +$642K +1,448 +10%
SFO
1019
Stenger Family Office
Illinois
$7.38M +$875K +1,975 +14%
PPA
1020
Pacific Point Advisors
California
$7.35M -$1.33M -2,994 -15%
SOAM
1021
SBI Okasan Asset Management
Japan
$7.34M +$7.08M +15,974 New
NO
1022
Ninety One
South Africa
$7.34M – – –
FFS
1023
Founders Financial Securities
Maryland
$7.32M +$712K +1,606 +11%
IIA
1024
IPG Investment Advisors
California
$7.31M -$223K -502 -3%
CIC
1025
Carnegie Investment Counsel
Ohio
$7.3M +$86.4K +195 +1%
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