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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
951
Greenline Partners
New York
$4.18M – – –
SMG
952
Spectrum Management Group
Indiana
$4.18M -$478K -10,277 -11%
QCG
953
Quadrant Capital Group
Ohio
$4.17M +$172K +3,698 +4%
PFPT
954
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.17M +$401K +8,634 +11%
TC
955
TownSquare Capital
Utah
$4.16M +$798K +17,163 +25%
BFM
956
Boston Financial Management
Massachusetts
$4.15M -$105K -2,249 -3%
FWM
957
Frontier Wealth Management
Missouri
$4.14M -$3.67M -78,955 -48%
RP
958
Rice Partnership
Hawaii
$4.12M +$116K +2,498 +3%
MCM
959
Mattern Capital Management
Colorado
$4.12M +$3.99M +85,790 New
OIA
960
Optimum Investment Advisors
Illinois
$4.11M -$66.2K -1,425 -2%
MIAN
961
Mariner Independent Advisor Network
Kansas
$4.11M +$281K +6,051 +8%
RWA
962
Ropes Wealth Advisors
Massachusetts
$4.1M -$1.14M -24,483 -22%
DHFB
963
Dixon Hubard Feinour & Brown
Virginia
$4.1M -$120K -2,579 -3%
HB
964
Homrich & Berg
Georgia
$4.09M +$113K +2,424 +3%
UIM
965
USS Investment Management
United Kingdom
$4.06M +$3.94M +84,700 New
PCTC
966
Perkins Coie Trust Company
Washington
$4.03M +$98.5K +2,120 +3%
BHWM
967
Bar Harbor Wealth Management
New Hampshire
$4.02M -$1M -21,605 -20%
AC
968
Alley Company
Illinois
$4M +$15.2K +328 +0.4%
S
969
SignatureFD
Georgia
$4M +$82.1K +1,767 +2%
DCM
970
Delta Capital Management
New Jersey
$3.99M -$4.65K -100 -0.1%
IC
971
IEQ Capital
California
$3.98M +$3.86M +83,011 New
BPC
972
Banque Pictet & Cie
Switzerland
$3.97M +$196K +4,223 +5%
PFS
973
Prospera Financial Services
Texas
$3.97M +$1.34M +28,871 +54%
EFS
974
Essex Financial Services
Connecticut
$3.96M -$71.8K -1,545 -2%
DIA
975
Dean Investment Associates
Ohio
$3.96M +$84K +1,808 +2%
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