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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
726
Keynote Financial Services
Connecticut
$1.78M +$194K +3,320 +13%
PWG
727
Portside Wealth Group
Utah
$1.78M +$135K +2,309 +9%
JPWM
728
Jamison Private Wealth Management
Georgia
$1.77M -$117K -2,004 -7%
SC
729
Searle & Co
Connecticut
$1.77M +$17.5K +300 +1%
EB
730
Eastern Bank
Massachusetts
$1.76M -$1.07M -18,360 -40%
PI
731
PFG Investments
New York
$1.74M -$188K -3,214 -10%
IAN
732
Integrated Advisors Network
Texas
$1.74M +$11.7K +200 +0.7%
ST
733
Sentinel Trust
Texas
$1.74M – – –
WIA
734
World Investment Advisors
California
$1.73M +$1.18M +20,308 +281%
SXL
735
Summit X LLC
Missouri
$1.73M -$226K -3,871 -12%
ISL
736
Ingalls & Snyder LLC
New York
$1.73M +$10.1K +173 +0.6%
SFCL
737
Strengthening Families & Communities LLC
Massachusetts
$1.71M +$187K +3,202 +13%
CA
738
Cornerstone Advisors
North Carolina
$1.71M – – –
LD
739
Lipe & Dalton
New York
$1.71M +$11.7K +200 +0.7%
NCM
740
Narwhal Capital Management
Georgia
$1.7M -$546K -9,358 -26%
MTIC
741
Missouri Trust & Investment Company
Missouri
$1.7M +$204K +3,501 +15%
MCA
742
MSH Capital Advisors
Arizona
$1.7M -$133K -2,278 -8%
SMA
743
Sage Mountain Advisors
Georgia
$1.7M +$180K +3,078 +13%
PS
744
Principal Securities
Iowa
$1.7M -$1.39M -23,793 -47%
KF
745
KKM Financial
Illinois
$1.7M +$79.9K +1,369 +5%
CIS
746
Capital International Sarl
California
$1.69M +$537K +9,213 +52%
HL
747
HeadInvest LLC
Maine
$1.68M -$350K -5,994 -18%
PCS
748
Personal CFO Solutions
New Jersey
$1.68M +$200K +3,426 +15%
MSAM
749
Moloney Securities Asset Management
Missouri
$1.67M +$58K +995 +4%
ZIG
750
Zurich Insurance Group
Switzerland
$1.67M – – –
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