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Name Holding Trade Value Shares
Change 		Change in
Stake
KF
526
Krilogy Financial
Missouri
$2.18M +$768K +5,209 +49%
TH
527
TCTC Holdings
Texas
$2.18M +$203K +1,377 +9%
MA
528
McBroom & Associates
Nevada
$2.17M -$448K -3,036 -16%
CAN
529
Claraphi Advisory Network
United States
$2.17M +$77.4K +525 +3%
HG
530
Herbst Group
Connecticut
$2.16M +$243K +1,650 +12%
PFO
531
Pathstone Family Office
New Jersey
$2.16M +$977K +6,624 +72%
JCM
532
Jacobi Capital Management
Pennsylvania
$2.16M +$337K +2,287 +17%
MA
533
MUFG Americas
New York
$2.16M +$112K +759 +5%
TC
534
TownSquare Capital
Utah
$2.16M +$844K +5,721 +57%
SDIC
535
South Dakota Investment Council
South Dakota
$2.15M +$1.17M +7,900 +101%
BZWA
536
Blue Zone Wealth Advisors
California
$2.13M -$16.5K -112 -0.7%
WPW
537
Warther Private Wealth
Ohio
$2.13M +$352K +2,384 +19%
AAM
538
Auxier Asset Management
Oregon
$2.12M -$1.18K -8 -0.1%
V
539
Veritable
Delaware
$2.09M -$100K -681 -4%
IFWM
540
Institute for Wealth Management
Colorado
$2.09M +$10.6K +72 +0.5%
FFN
541
Focus Financial Network
Minnesota
$2.09M +$29.8K +202 +1%
LS
542
Leelyn Smith
Illinois
$2.08M +$123K +837 +6%
NCM
543
Narwhal Capital Management
Georgia
$2.08M -$319K -2,160 -12%
NRS
544
Neville Rodie & Shaw
New York
$2.08M -$11.1K -75 -0.5%
GAB
545
German American Bancorp
Indiana
$2.07M -$909K -6,160 -29%
QPWM
546
Quadrant Private Wealth Management
Pennsylvania
$2.07M +$275K +1,867 +14%
KWM
547
Kingsview Wealth Management
Oregon
$2.04M -$1.37M -9,310 -38%
CDH
548
Charles D. Hyman
$2.04M -$188K -1,272 -8%
SB
549
Simmons Bank
Arkansas
$2.04M -$60.2K -408 -3%
BWG
550
Beta Wealth Group
California
$2.03M +$323K +2,191 +17%
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