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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1051
Schechter Investment Advisors
Michigan
$1.61M -$559K -13,045 -24%
RWM
1052
Ritholtz Wealth Management
New York
$1.6M +$438K +10,225 +33%
CFCI
1053
Comprehensive Financial Consultants Institutional
Indiana
$1.6M +$19.6K +456 +1%
STC
1054
Sarah T. Connolly
$1.6M +$26.2K +612 +2%
FCI
1055
Financial Counselors Inc
Kansas
$1.6M +$77.6K +1,809 +5%
SWP
1056
Strategic Wealth Partners
Ohio
$1.6M +$96K +2,238 +6%
UA
1057
Unison Advisors
District of Columbia
$1.6M +$9.05K +211 +0.5%
LWCFA
1058
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58M -$113K -2,641 -6%
VA
1059
Valmark Advisers
Ohio
$1.58M -$54.8K -1,278 -3%
CGL
1060
Clarius Group LLC
Washington
$1.58M -$501K -11,691 -22%
XT
1061
XTX Topco
Cayman Islands
$1.58M +$313K +7,298 +22%
CC
1062
Cypress Capital
Tennessee
$1.57M +$52.4K +1,223 +3%
AAIM
1063
American Assets Investment Management
California
$1.57M – – –
SACTSONJ
1064
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.57M – – –
SC
1065
Savant Capital
Illinois
$1.57M +$316K +7,360 +23%
DA
1066
Dillon & Associates
Michigan
$1.57M +$808K +18,850 +88%
CAM
1067
Close Asset Management
United Kingdom
$1.57M +$117K +2,739 +7%
AA
1068
Argent Advisors
Louisiana
$1.56M +$156K +3,639 +10%
WA
1069
Wealth Alliance
New York
$1.56M +$182K +4,236 +12%
RIG
1070
Roosevelt Investment Group
New York
$1.55M -$39.6K -923 -2%
MA
1071
Mutual Advisors
Nebraska
$1.55M +$82.6K +1,927 +5%
EF
1072
Exeter Financial
Arizona
$1.55M +$1.2M +28,075 +247%
SFG
1073
SevenBridge Financial Group
Pennsylvania
$1.55M -$42.6K -994 -2%
PP
1074
PDT Partners
New York
$1.54M +$1.69M +39,300 New
M
1075
Mirova
France
$1.54M -$13.3K -310 -0.8%
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