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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1526
Acropolis Investment Management
Missouri
$915K +$19.3K +150 +2%
FI
1527
FormulaFolio Investments
Michigan
$915K +$201K +1,565 +29%
BO
1528
BRR OpCo
Ohio
$910K +$29.7K +231 +3%
NB
1529
Nicolet Bankshares
Wisconsin
$909K -$11.6K -90 -1%
SL
1530
Signition LP
New York
$906K +$880K +6,841 New
CWM
1531
Confluence Wealth Management
Oregon
$905K -$63.6K -494 -7%
SFA
1532
Sequoia Financial Advisors
Ohio
$905K +$167K +1,294 +23%
AUB
1533
Atlantic Union Bankshares
Virginia
$897K +$21K +163 +2%
AWA
1534
Arete Wealth Advisors
Illinois
$885K +$289K +2,247 +51%
FFA
1535
First Foundation Advisors
California
$880K +$7.46K +58 +0.9%
UH
1536
Unigestion Holding
Switzerland
$878K +$852K +6,618 New
ICM
1537
IMS Capital Management
Oregon
$872K +$175K +1,361 +26%
SFG
1538
SNS Financial Group
Minnesota
$871K +$185K +1,434 +28%
IUHSA
1539
Itau Unibanco Holding S.A.
Brazil
$869K -$37.3K -290 -4%
WEC
1540
Winslow Evans & Crocker
Massachusetts
$866K +$15.4K +120 +2%
AGA
1541
Accuvest Global Advisors
Utah
$864K +$840K +6,524 New
WCM
1542
Windsor Capital Management
Arizona
$860K -$22.7K -176 -3%
TIA
1543
Trust Investment Advisors
Indiana
$856K +$6.43K +50 +0.8%
PFS
1544
Prospera Financial Services
Texas
$854K +$644 +5 +0.1%
FIA
1545
Foundations Investment Advisors
Arizona
$848K +$824K +6,399 New
RC
1546
RegentAtlantic Capital
New Jersey
$847K +$34.6K +269 +4%
HTC
1547
Haverford Trust Company
Pennsylvania
$840K +$32K +249 +4%
PCM
1548
Prelude Capital Management
New York
$838K -$1.07M -8,296 -57%
SRIM
1549
Saratoga Research & Investment Management
California
$836K -$386 -3 -0%
RM
1550
Resource Management
Louisiana
$834K – – –
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