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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
751
Dakota Wealth Management
Florida
$4.05M -$586K -15,563 -13%
AG
752
AIA Group
Hong Kong
$4.04M +$1.74M +46,115 +82%
CCP
753
Cunning Capital Partners
North Carolina
$4.04M – – –
RFWA
754
RPg Family Wealth Advisory
Massachusetts
$4.03M +$1.84M +48,845 +91%
JIC
755
Johnson Investment Counsel
Ohio
$4.03M -$140K -3,721 -4%
BL
756
BFSG LLC
California
$4.03M -$2.12M -56,296 -36%
AIP
757
Ameritas Investment Partners
Nebraska
$4.01M -$712K -18,905 -16%
TRCT
758
Tower Research Capital (TRC)
New York
$4M -$10.4M -277,016 -73%
HKIM
759
Hayek Kallen Investment Management
Alabama
$3.99M -$115K -3,058 -3%
PP
760
Patten & Patten
Tennessee
$3.99M -$4.17M -110,642 -52%
EWM
761
Executive Wealth Management
Michigan
$3.99M +$3.68M +97,745 +2,781%
E
762
Ergoteles
New York
$3.98M -$3.72M -98,680 -49%
WFG
763
Wills Financial Group
Virginia
$3.97M -$1.01M -26,793 -21%
SCM
764
Schnieders Capital Management
California
$3.95M -$317K -8,417 -8%
B
765
Bailard
California
$3.93M +$10.8K +287 +0.3%
NC
766
NewSquare Capital
Pennsylvania
$3.92M +$192K +5,090 +5%
KWM
767
Kingsview Wealth Management
Oregon
$3.92M -$717K -19,026 -16%
PWM
768
Perigon Wealth Management
California
$3.91M +$832K +22,081 +29%
API
769
Advisor Partners II
California
$3.91M -$1.25M -33,223 -25%
VCP
770
Verus Capital Partners
Arizona
$3.9M +$277K +7,355 +8%
HH
771
Hilltop Holdings
Texas
$3.89M -$478K -12,685 -11%
PMG
772
ProVise Management Group
Florida
$3.88M -$1.22M -32,285 -25%
GFA
773
Gifford Fong Associates
California
$3.87M – – –
SLWA
774
San Luis Wealth Advisors
California
$3.87M +$2.53M +67,038 +216%
WKWM
775
Walter & Keenan Wealth Management
Indiana
$3.86M +$3.58K +95 +0.1%
29 30
31
32 33