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Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
676
VELA Investment Management
Ohio
$703K +$124K +485 +22%
AAB
677
ABN AMRO Bank
Netherlands
$695K -$7.92K -31 -1%
BFM
678
Boothbay Fund Management
New York
$691K -$205K -804 -23%
CCM
679
Coldstream Capital Management
Washington
$689K +$71K +278 +12%
GFP
680
Gryphon Financial Partners
Ohio
$688K +$210K +823 +45%
SIM
681
Sentry Investment Management
Wisconsin
$687K +$281K +1,098 +70%
DWAM
682
Duncan Williams Asset Management
Tennessee
$685K +$82.5K +323 +14%
PA
683
Parallel Advisors
California
$680K +$25.3K +99 +4%
WBC
684
Westpac Banking Corp
Australia
$673K – – –
BBHC
685
Brown Brothers Harriman & Co
New York
$670K +$504K +1,974 +316%
OWA
686
Outlook Wealth Advisors
Texas
$669K -$4.34K -17 -0.7%
IAA
687
Independent Advisor Alliance
North Carolina
$665K +$249K +975 +61%
PCM
688
Penserra Capital Management
California
$664K +$402K +1,572 +157%
CC
689
Centiva Capital
New York
$656K -$1.5M -5,870 -70%
IAS
690
Insigneo Advisory Services
Florida
$655K -$71.8K -281 -10%
1CP
691
17 Capital Partners
Arizona
$654K +$15.3K +60 +2%
MGIA
692
Moneta Group Investment Advisors
Missouri
$654K -$137K -536 -17%
PFWA
693
Paces Ferry Wealth Advisors
Georgia
$654K -$16.6K -65 -3%
KA
694
Kozak & Associates
Colorado
$652K – – –
IA
695
IFP Advisors
Florida
$647K +$226K +883 +54%
CFGS
696
Concourse Financial Group Securities
Alabama
$646K +$20.4K +80 +3%
WF
697
Welch & Forbes
Massachusetts
$646K +$2.56K +10 +0.4%
BFG
698
Birch Financial Group
New Hampshire
$646K +$639K +2,503 New
KHCM
699
Kirtland Hills Capital Management
Ohio
$644K +$72.3K +283 +13%
WI
700
WrapManager Inc
California
$640K -$188K -737 -23%
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