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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
601
Xcel Wealth Management
Florida
$8.81M +$1.17M +20,399 +15%
SIM
602
Sonora Investment Management
Arizona
$8.79M +$629K +10,952 +8%
AP
603
Advisor Partners
California
$8.76M -$396K -6,900 -4%
BCM
604
Brookstone Capital Management
Illinois
$8.75M +$2.93M +51,023 +49%
SW
605
SteelPeak Wealth
California
$8.73M +$611K +10,641 +7%
FF
606
FourThought Financial
Florida
$8.7M +$978K +17,036 +12%
SDJVC
607
St. Denis J. Villere & Co
Louisiana
$8.67M +$217K +3,780 +3%
GAM
608
Gotham Asset Management
New York
$8.65M -$2.17M -37,759 -20%
HAG
609
HighPoint Advisor Group
Illinois
$8.62M +$1.37M +23,931 +18%
SSB
610
Sandy Spring Bank
Maryland
$8.59M -$345K -6,010 -4%
HW
611
Hancock Whitney
Mississippi
$8.59M -$311K -5,420 -3%
NRS
612
Neville Rodie & Shaw
New York
$8.59M +$3.96K +69 +0%
BBA
613
BLB&B Advisors
Pennsylvania
$8.49M -$354K -6,164 -4%
AAA
614
Adams Asset Advisors
Texas
$8.48M +$1.04M +18,040 +14%
GGHC
615
Gilder Gagnon Howe & Co
New York
$8.44M -$359K -6,251 -4%
VFM
616
Viking Fund Management
North Dakota
$8.4M +$344K +6,000 +4%
FM
617
Freemont Management
Switzerland
$8.39M – – –
SAM
618
Sompo Asset Management
Japan
$8.37M -$115K -2,010 -1%
RC
619
RegentAtlantic Capital
New Jersey
$8.37M -$1.96M -34,167 -19%
WTC
620
WhitTier Trust Company
Nevada
$8.36M -$21.6K -376 -0.3%
TA
621
TruWealth Advisors
Louisiana
$8.31M +$567K +9,880 +7%
GWM
622
Geneos Wealth Management
Colorado
$8.3M -$1.38M -24,028 -14%
KIC
623
Keating Investment Counselors
Florida
$8.3M -$100K -1,744 -1%
MIAN
624
Mariner Independent Advisor Network
Kansas
$8.27M +$313K +5,462 +4%
BFO
625
Boston Family Office
Massachusetts
$8.25M -$82.2K -1,432 -1%
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