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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
726
Teamwork Financial Advisors
Texas
$13.2M +$10.7M +58,447 +1,056%
IWM
727
IHT Wealth Management
Illinois
$13.2M +$4.49M +24,650 +63%
M
728
MOTCO
Texas
$13.1M -$123K -675 -1%
IIM
729
INTECH Investment Management
Florida
$13.1M +$3.15M +17,271 +38%
HI
730
Harbour Investments
Wisconsin
$13M +$4.09M +22,431 +55%
BWL
731
Bogart Wealth LLC
Virginia
$13M -$4.84M -26,531 -30%
SAM
732
Strategy Asset Managers
California
$12.9M -$206K -1,131 -2%
SFO
733
Stokes Family Office
Louisiana
$12.9M -$665K -3,646 -6%
GVAG
734
Great Valley Advisor Group
Delaware
$12.9M +$1.36M +7,485 +14%
EWM
735
Empirical Wealth Management
Washington
$12.9M +$1.5M +8,211 +15%
FCH
736
Freestone Capital Holdings
Washington
$12.8M +$169K +925 +2%
LWCFA
737
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.8M -$388K -2,127 -3%
KFC
738
Klingenstein Fields & Co
New York
$12.8M -$74.6K -409 -0.7%
SHGA
739
Sand Hill Global Advisors
California
$12.7M -$272K -1,489 -2%
APP
740
Avantax Planning Partners
Iowa
$12.7M -$649K -3,557 -5%
BMSSC
741
B. Metzler seel. Sohn & Co
Germany
$12.5M +$1.11M +6,081 +11%
PMWMG
742
Parr McKnight Wealth Management Group
Minnesota
$12.5M -$2.11M -11,585 -16%
JFG
743
Jefferies Financial Group
New York
$12.4M -$77.7M -426,282 -88%
NMIMC
744
Northwestern Mutual Investment Management Company
Wisconsin
$12.4M -$90.3K -495 -0.8%
NCM
745
Novare Capital Management
North Carolina
$12.4M -$501K -2,746 -4%
GCC
746
Game Creek Capital
Massachusetts
$12.4M -$463K -2,540 -4%
OHIS
747
Oak Harvest Investment Services
Texas
$12.4M +$452K +2,479 +4%
LIM
748
Leavell Investment Management
Alabama
$12.3M +$948K +5,201 +10%
CNBTD
749
Citizens National Bank Trust Department
Mississippi
$12.2M +$391K +2,144 +4%
PPW
750
Parcion Private Wealth
Washington
$12.2M +$118K +645 +1%
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