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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
726
Dynamic Advisor Solutions
Arizona
$9.14M +$536K +3,317 +7%
SS
727
Simplicity Solutions
Minnesota
$9.09M -$711K -4,401 -8%
CAM
728
Close Asset Management
United Kingdom
$9.04M +$2.51M +15,556 +41%
WP
729
WealthPLAN Partners
Nebraska
$9.03M +$4.04M +25,003 +88%
QCM
730
Quantinno Capital Management
New York
$9.02M +$909K +5,628 +12%
WAS
731
Wealth Advisory Solutions
Indiana
$8.97M -$210K -1,302 -2%
KBC
732
Key Bridge Compliance
$8.97M +$8.59M +53,177 New
RBA
733
Richard Bernstein Advisors
New York
$8.97M +$5.56M +34,398 +183%
SW
734
SlateStone Wealth
Florida
$8.96M +$4.49M +27,785 +109%
CIA
735
Covington Investment Advisors
Pennsylvania
$8.95M +$371K +2,300 +5%
FA
736
Fiduciary Alliance
South Carolina
$8.92M +$311K +1,923 +4%
FDCDDQ
737
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.91M -$742K -4,596 -8%
BCV
738
Banque Cantonale Vaudoise
Switzerland
$8.89M -$741K -4,590 -8%
CWM
739
C2C Wealth Management
Arizona
$8.85M +$1.13M +7,015 +15%
LA
740
Lynch & Associates
Indiana
$8.83M +$200K +1,237 +2%
AG
741
Advocate Group
Minnesota
$8.74M +$191K +1,185 +2%
ECG
742
Edge Capital Group
Georgia
$8.71M +$511K +3,161 +7%
LWM
743
Lyell Wealth Management
California
$8.68M +$435K +2,692 +6%
MWM
744
Meridian Wealth Management
Kentucky
$8.66M +$4.36M +26,974 +111%
SCM
745
SKBA Capital Management
California
$8.66M – – –
BL
746
Balentine LLC
Georgia
$8.65M +$523K +3,241 +7%
BFG
747
Bleakley Financial Group
New Jersey
$8.64M -$469K -2,903 -5%
FNFDCM
748
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.56M -$28.3K -175 -0.3%
CNBTD
749
Citizens National Bank Trust Department
Mississippi
$8.54M +$11.5K +71 +0.1%
FMC
750
First Merchants Corp
Indiana
$8.5M -$242K -1,496 -3%
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