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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.88M -$9.29K -26 -0.3%
LNC
752
Lincoln National Corp
Pennsylvania
$3.85M +$227K +635 +7%
JWBC
753
J.W. Burns & Co
New York
$3.83M +$379K +1,060 +12%
UR
754
USCA RIA
Texas
$3.83M -$540K -1,511 -13%
VFA
755
Valeo Financial Advisors
Indiana
$3.82M +$540K +1,511 +18%
WF
756
Welch & Forbes
Massachusetts
$3.81M -$25K -70 -0.7%
AAS
757
Annex Advisory Services
Wisconsin
$3.81M +$1.28M +3,567 +55%
PAM
758
Private Asset Management
California
$3.81M -$114K -320 -3%
LCH
759
Lee Capital Holdings
New York
$3.81M – – –
KFBMI
760
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.8M – – –
SWM
761
SeaCrest Wealth Management
New York
$3.8M -$557K -1,557 -13%
MMG
762
Monetary Management Group
Missouri
$3.79M +$134K +375 +4%
ZCA
763
Zeke Capital Advisors
Pennsylvania
$3.78M -$663K -1,854 -16%
BWAM
764
Boyd Watterson Asset Management
Ohio
$3.77M -$623K -1,743 -15%
CCP
765
Corient Capital Partners
California
$3.75M +$803K +2,247 +30%
FNFDCM
766
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.75M -$17.9K -50 -0.5%
JIC
767
Johnson Investment Counsel
Ohio
$3.75M -$1.07K -3 -0%
FNT
768
First National Trust
Pennsylvania
$3.73M -$444K -1,243 -11%
B
769
Barings
North Carolina
$3.72M -$323K -904 -8%
HA
770
Hamel Associates
New Jersey
$3.71M -$48.3K -135 -1%
BIAS
771
Beacon Investment Advisory Services
New Jersey
$3.71M +$75.8K +212 +2%
BJL
772
Brighton Jones LLC
Washington
$3.67M -$34.7K -97 -1%
SS
773
Sunbelt Securities
Texas
$3.66M +$2.22M +6,223 +183%
TPWA
774
TRUE Private Wealth Advisors
Oregon
$3.65M +$21.4K +60 +0.6%
AAM
775
Aureus Asset Management
Massachusetts
$3.63M +$46.5K +130 +1%
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