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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
626
Integrated Wealth Concepts
Massachusetts
$78.8M -$2.56M -15,208 -3%
AHC
627
Adell Harriman & Carpenter
Texas
$78.8M -$74.8K -445 -0.1%
FFN
628
Focus Financial Network
Minnesota
$78.7M +$36.8M +218,988 +95%
AFG
629
Albion Financial Group
Utah
$78.3M +$107K +634 +0.1%
EWA
630
Exencial Wealth Advisors
Oklahoma
$78.2M -$554K -3,295 -0.7%
AI
631
Atria Investments
North Carolina
$78M -$1.25M -7,438 -2%
TBA
632
Tower Bridge Advisors
Pennsylvania
$78M -$5.81M -34,567 -7%
CAMG
633
CWA Asset Management Group
Florida
$78M -$4.25M -25,302 -5%
FFA
634
First Foundation Advisors
California
$77.9M +$4.91M +29,192 +7%
VC
635
Vestor Capital
Illinois
$77.2M -$13.8M -81,929 -16%
ACA
636
Aptus Capital Advisors
Alabama
$77M +$14.9M +88,783 +25%
AAS
637
Ameritas Advisory Services
Nebraska
$76.5M +$691K +4,109 +0.9%
BJL
638
Brighton Jones LLC
Washington
$76.3M +$3.09M +18,394 +4%
LCM
639
LVM Capital Management
Michigan
$75.9M +$170K +1,008 +0.2%
BOTW
640
Bank of the West
California
$75.8M -$2.07M -12,309 -3%
MAM
641
Martingale Asset Management
Massachusetts
$75.1M -$3.08M -18,335 -4%
SDH
642
Sloy Dahl & Holst
Washington
$74.9M +$463K +2,755 +0.6%
BIAS
643
Beacon Investment Advisory Services
New Jersey
$74.7M -$571K -3,394 -0.8%
SCI
644
S&CO Inc
Massachusetts
$74.7M +$1.06M +6,327 +2%
NAM
645
NorthCrest Asset Manangement
Minnesota
$74M +$1.35M +8,022 +2%
PTC
646
Philadelphia Trust Company
Pennsylvania
$73.7M -$453K -2,691 -0.6%
EAM
647
Evanson Asset Management
California
$73.6M -$2.42M -14,387 -3%
AAM
648
Aureus Asset Management
Massachusetts
$73.6M +$790K +4,697 +1%
YIA
649
YHB Investment Advisors
Connecticut
$73.5M -$2.22M -13,206 -3%
CTA
650
Colonial Trust Advisors
South Carolina
$73M -$1.49M -8,852 -2%
24 25
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