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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
601
Oppenheimer Asset Management
New York
$891K +$407K +2,721 +56%
WIA
602
World Investment Advisors
California
$882K +$570K +3,813 +103%
MCC
603
Money Concepts Capital
Florida
$875K +$122K +815 +12%
IIC
604
Integrated Investment Consultants
Michigan
$875K
FNT
605
First National Trust
Pennsylvania
$866K +$213K +1,426 +24%
RFM
606
Royal Fund Management
Florida
$857K -$2.44M -16,300 -69%
CIP
607
Convergence Investment Partners
Florida
$857K -$627K -4,197 -37%
TNAM
608
Terra Nova Asset Management
New York
$847K -$60.4K -404 -5%
FFAS
609
FIG Financial Advisory Services
Oklahoma
$844K -$17.5K -117 -2%
IA
610
IFP Advisors
Florida
$826K +$375K +2,510 +55%
NRD
611
Nebula Research & Development
New York
$824K -$106K -707 -9%
FNBOH
612
First National Bank of Hutchinson
Kansas
$824K -$5.83K -39 -0.6%
Envestnet Portfolio Solutions
613
Envestnet Portfolio Solutions
Illinois
$819K -$559K -3,742 -35%
DADC
614
D.A. Davidson & Co
Montana
$807K +$168K +1,123 +20%
SFS
615
Sowell Financial Services
Arkansas
$804K +$1.02M +6,842 New
Capstone Investment Advisors
616
Capstone Investment Advisors
New York
$791K +$359K +2,406 +56%
STA
617
Summit Trail Advisors
New York
$783K +$223K +1,492 +29%
BMSSC
618
B. Metzler seel. Sohn & Co
Germany
$780K
KCM
619
Kendall Capital Management
Maryland
$773K -$177K -1,187 -15%
NRG
620
Nemes Rush Group
Michigan
$766K +$75.5K +505 +8%
GT
621
Greenleaf Trust
Michigan
$761K -$1.64M -10,981 -63%
MFG
622
MidWestOne Financial Group
Iowa
$759K -$173K -1,156 -15%
CIS
623
Custom Index Systems
New York
$754K +$959K +6,422 New
IUHSA
624
Itau Unibanco Holding S.A.
Brazil
$752K +$505K +3,383 +112%
VFA
625
Valeo Financial Advisors
Indiana
$745K +$74.3K +497 +8%