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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$893K +$70.1K +469 +7%
OAM
602
Oppenheimer Asset Management
New York
$891K +$407K +2,721 +56%
WIA
603
World Investment Advisors
California
$882K +$570K +3,813 +103%
MCC
604
Money Concepts Capital
Florida
$875K +$122K +815 +12%
IIC
605
Integrated Investment Consultants
Michigan
$875K – – –
FNT
606
First National Trust
Pennsylvania
$866K +$213K +1,426 +24%
RFM
607
Royal Fund Management
Florida
$857K -$2.44M -16,300 -69%
CIP
608
Convergence Investment Partners
Florida
$857K -$627K -4,197 -37%
TNAM
609
Terra Nova Asset Management
New York
$847K -$60.4K -404 -5%
FFAS
610
FIG Financial Advisory Services
Oklahoma
$844K -$17.5K -117 -2%
IA
611
IFP Advisors
Florida
$826K +$375K +2,510 +55%
NRD
612
Nebula Research & Development
New York
$824K -$106K -707 -9%
FNBOH
613
First National Bank of Hutchinson
Kansas
$824K -$5.83K -39 -0.6%
Envestnet Portfolio Solutions
614
Envestnet Portfolio Solutions
Illinois
$819K -$559K -3,742 -35%
DADC
615
D.A. Davidson & Co
Montana
$807K +$168K +1,123 +20%
SFS
616
Sowell Financial Services
Arkansas
$804K +$1.02M +6,842 New
Capstone Investment Advisors
617
Capstone Investment Advisors
New York
$791K +$359K +2,406 +56%
STA
618
Summit Trail Advisors
New York
$783K +$223K +1,492 +29%
BMSSC
619
B. Metzler seel. Sohn & Co
Germany
$780K – – –
KCM
620
Kendall Capital Management
Maryland
$773K -$177K -1,187 -15%
NRG
621
Nemes Rush Group
Michigan
$766K +$75.5K +505 +8%
GT
622
Greenleaf Trust
Michigan
$761K -$1.64M -10,981 -63%
MFG
623
MidWestOne Financial Group
Iowa
$759K -$173K -1,156 -15%
CIS
624
Custom Index Systems
New York
$754K +$959K +6,422 New
IUHSA
625
Itau Unibanco Holding S.A.
Brazil
$752K +$505K +3,383 +112%