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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
676
Welch & Forbes
Massachusetts
$326K – – –
BBNA
677
Bremer Bank National Association
Minnesota
$324K -$3.63K -63 -1%
CWM
678
Congress Wealth Management
Massachusetts
$323K -$63.1K -1,097 -18%
HIP
679
HUB Investment Partners
Texas
$323K +$1.27K +22 +0.4%
FIA
680
Foundations Investment Advisors
Arizona
$323K +$32.8K +569 +13%
AIP
681
Ameritas Investment Partners
Nebraska
$322K -$21.4K -372 -7%
PI
682
PFG Investments
New York
$320K +$283K +4,921 New
FTWA
683
Fifth Third Wealth Advisors
Ohio
$319K +$518 +9 +0.2%
FAFN
684
First Affirmative Financial Network
Colorado
$319K +$15.2K +264 +6%
CI
685
CX Institutional
Indiana
$313K -$230 -4 -0.1%
FL
686
Fort LP
Maryland
$312K -$21.4K -371 -7%
IWC
687
Integrated Wealth Concepts
Massachusetts
$311K -$684K -11,883 -71%
DFCM
688
Dark Forest Capital Management
Puerto Rico
$303K +$268K +4,652 New
EDRH
689
Edmond de Rothschild Holding
Switzerland
$300K +$265K +4,600 New
CSPIA
690
Cary Street Partners Investment Advisory
Virginia
$299K +$24.6K +428 +10%
DSC
691
Duncker Streett & Co
Missouri
$299K – – –
FMLI
692
Fukoku Mutual Life Insurance
Japan
$298K – – –
LFAS
693
Level Four Advisory Services
Texas
$295K -$6.72M -116,751 -96%
USCWA
694
U.S. Capital Wealth Advisors
Texas
$295K -$240K -4,175 -48%
MCM
695
MAI Capital Management
Ohio
$294K -$1.93M -33,547 -88%
TCG
696
Transcendent Capital Group
Oklahoma
$291K +$257K +4,468 New
DC
697
Davenport & Co
Virginia
$290K +$28.4K +494 +12%
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$288K -$26K -452 -9%
TC
699
Truvestments Capital
Florida
$286K +$253K +4,394 New
FAM
700
Formidable Asset Management
Ohio
$286K -$24.4K -423 -9%
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