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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
751
Williams Jones Wealth Management
New York
$215K +$217K +4,086 New
CCT
752
Country Club Trust
Missouri
$215K +$226K +4,269 New
SVWAG
753
Sound View Wealth Advisors Group
Georgia
$214K +$216K +4,069 New
FAN
754
Financial Advisors Network
California
$213K +$215K +4,053 New
FIB
755
First Interstate Bank
Montana
$210K +$212K +4,000 New
LCAM
756
London & Capital Asset Management
United Kingdom
$210K +$212K +4,000 New
OL
757
Optas LLC
Texas
$207K +$208K +3,919 New
FMBTD
758
First Midwest Bank Trust Division
Illinois
$203K +$205K +3,865 New
DWT
759
Dorsey & Whitney Trust
South Dakota
$202K +$204K +3,842 New
BPA
760
Beacon Pointe Advisors
California
$202K +$204K +3,844 New
MGIM
761
M&G Investment Management
United Kingdom
$201K -$1.26M -23,829 -86%
AA
762
Ancora Advisors
Ohio
$201K – – –
UIA
763
UBP Investment Advisors
Switzerland
$200K +$201K +3,800 New
KF
764
Krilogy Financial
Missouri
$200K +$202K +3,804 New
HI
765
Hoey Investments
Pennsylvania
$194K +$196K +3,690 New
KPW
766
Kore Private Wealth
New York
$191K +$30.4K +573 +19%
IA
767
IndexIQ Advisors
New York
$182K +$183K +3,454 New
TPCW
768
TD Private Client Wealth
New York
$180K +$15.2K +287 +9%
HB
769
Horizon Bancorp
Indiana
$174K -$46.8K -882 -21%
RWB
770
RMR Wealth Builders
New Jersey
$168K +$170K +3,200 New
ST
771
Smithfield Trust
Pennsylvania
$166K +$112K +2,105 +200%
CAC
772
Certified Advisory Corp
Florida
$164K +$1.59K +30 +1%
VFA
773
Valeo Financial Advisors
Indiana
$158K +$16.1K +304 +11%
EWA
774
Evolution Wealth Advisors
Florida
$152K -$112K -2,114 -42%
SSB
775
Sandy Spring Bank
Maryland
$138K -$180K -3,400 -56%
29 30
31
32 33