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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
901
Comerica Securities
Michigan
$870K +$9.62K +37 +1%
BG
902
Bollard Group
Massachusetts
$866K +$520 +2 +0.1%
SFFS
903
Stonehage Fleming Financial Services
Jersey
$866K -$14.6K -56 -2%
VA
904
Vident Advisory
Georgia
$862K +$846K +3,255 New
FNBT
905
FineMark National Bank & Trust
Florida
$861K +$37.7K +145 +5%
DWT
906
Dorsey & Whitney Trust
South Dakota
$857K +$26K +100 +3%
ONB
907
Old National Bancorp
Indiana
$856K -$22.4K -86 -3%
WJWM
908
Williams Jones Wealth Management
New York
$854K -$39.5K -152 -5%
FFN
909
Focus Financial Network
Minnesota
$837K +$260 +1 +0%
OQS
910
Occudo Quantitative Strategies
Florida
$834K +$819K +3,149 New
JFG
911
Jefferies Financial Group
New York
$833K -$2.98M -11,479 -78%
PAS
912
Park Avenue Securities
New York
$833K +$818K +3,146 New
EF
913
Empowered Funds
Pennsylvania
$829K +$129K +498 +19%
WA
914
WBH Advisory
Maryland
$828K -$36.4K -140 -4%
AWM
915
Apollon Wealth Management
South Carolina
$827K -$301K -1,157 -27%
PI
916
PFG Investments
New York
$825K +$123K +474 +18%
WKWM
917
Walter & Keenan Wealth Management
Indiana
$816K – – –
GFS
918
GYL Financial Synergies
Connecticut
$812K -$26.8K -103 -3%
MWC
919
MBM Wealth Consultants
Missouri
$811K -$87.1K -335 -9%
AL
920
Aspiriant LLC
California
$810K +$27K +104 +4%
RWA
921
Redhawk Wealth Advisors
Minnesota
$804K -$26K -100 -3%
CCG
922
Ceeto Capital Group
Florida
$799K – – –
CIA
923
Cladis Investment Advisory
Montana
$795K -$3.64K -14 -0.5%
MCCA
924
Mill Creek Capital Advisors
Pennsylvania
$792K -$39.8K -153 -5%
RWM
925
Ritholtz Wealth Management
New York
$790K +$775K +2,981 New
35 36
37
38 39