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Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
601
Nichols & Pratt Advisers
Massachusetts
$20.3M -$123K -1,180 -0.7%
PI
602
PFG Investments
New York
$20.2M +$98K +937 +0.5%
BFA
603
Benedict Financial Advisors
Georgia
$20.2M -$789K -7,543 -4%
DWM
604
Diversify Wealth Management
Utah
$20.2M -$480K -4,590 -3%
DAS
605
Diversify Advisory Services
Utah
$20.2M +$14M +133,941 +317%
EIP
606
Easterly Investment Partners
Massachusetts
$20.2M +$4.01M +38,363 +29%
PFS
607
Prospera Financial Services
Texas
$20.1M -$1.97M -18,803 -10%
CL
608
Choreo LLC
Illinois
$20.1M -$757K -7,241 -4%
EWM
609
Evercore Wealth Management
New York
$20M -$544K -5,202 -3%
RCW
610
Rheos Capital Works
Japan
$20M +$1.57M +15,000 +10%
NAAA
611
New Age Alpha Advisors
New York
$19.9M -$685K -6,554 -4%
GAM
612
Generali Asset Management
Italy
$19.9M +$1.02M +9,797 +6%
AGA
613
Altrinsic Global Advisors
Connecticut
$19.7M -$10.4M -99,337 -37%
WT
614
Whittier Trust
California
$19.7M +$1.36M +12,983 +8%
AWM
615
Axxcess Wealth Management
California
$19.7M -$1.7M -16,290 -9%
AF
616
Alerus Financial
North Dakota
$19.7M +$756K +7,232 +5%
JF
617
Jump Financial
Illinois
$19.5M +$15M +143,730 +633%
EP
618
Evelyn Partners
$19.5M +$17.4M +166,075 New
BIAS
619
Beacon Investment Advisory Services
New Jersey
$19.5M -$3.85M -36,801 -18%
FM
620
Foster & Motley
Ohio
$19.5M -$409K -3,915 -2%
SC
621
SummitTX Capital
Texas
$19.4M -$19.1M -182,831 -53%
WBC
622
Westpac Banking Corp
Australia
$19.3M -$933K -8,917 -5%
AP
623
Americana Partners
Texas
$19.2M -$637K -6,095 -4%
AAB
624
ABN AMRO Bank
Netherlands
$19.1M -$3.18M -30,446 -16%
SF
625
Summit Financial
New Jersey
$19M +$470K +4,496 +3%
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