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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
576
Compton Wealth Advisory Group
Virginia
$3.43M +$2.88M +24,459 New
MCM
577
Mill Capital Management
North Carolina
$3.42M -$1.77K -15 -0.1%
IAA
578
Independent Advisor Alliance
North Carolina
$3.4M +$96.9K +822 +4%
AI
579
Atria Investments
North Carolina
$3.38M -$678K -5,754 -19%
BCPE
580
Bain Capital Public Equity
Massachusetts
$3.38M -$2.18M -18,460 -43%
SW
581
SVB Wealth
Massachusetts
$3.36M -$100K -851 -3%
XWM
582
Xcel Wealth Management
Florida
$3.36M -$354 -3 -0%
EWA
583
EP Wealth Advisors
California
$3.36M +$301K +2,551 +12%
SC
584
Scotia Capital
Ontario, Canada
$3.35M +$424K +3,601 +14%
CC
585
Chicago Capital
Illinois
$3.34M +$60.9K +517 +2%
DAS
586
Dynamic Advisor Solutions
Arizona
$3.33M +$343K +2,911 +14%
PNAA
587
Pictet North America Advisors
Switzerland
$3.32M +$3.33M +28,295 New
HA
588
HHLR Advisors
Cayman Islands
$3.3M +$2.78M +23,556 New
CIP
589
Chartwell Investment Partners
Pennsylvania
$3.28M +$141K +1,198 +5%
WPC
590
White Pine Capital
Minnesota
$3.28M +$75.2K +638 +3%
LNC
591
Lincoln National Corp
Pennsylvania
$3.26M +$224K +1,901 +9%
BFS
592
Bard Financial Services
Connecticut
$3.24M -$73.8K -626 -3%
MFIM
593
Mesirow Financial Investment Management
Illinois
$3.24M +$367K +3,118 +16%
AG
594
AIA Group
Hong Kong
$3.23M +$1.84M +15,597 +208%
ECM
595
Element Capital Management
New York
$3.22M +$2.71M +22,988 New
BFS
596
Bradley Foster & Sargent
Connecticut
$3.2M -$14.5K -123 -0.5%
AMG
597
Advisors Management Group
Wisconsin
$3.2M -$44.3K -376 -2%
LGF
598
LGT Group Foundation
Liechtenstein
$3.19M -$151K -1,278 -5%
DWP
599
Daymark Wealth Partners
Ohio
$3.18M -$135K -1,144 -5%
S
600
SignatureFD
Georgia
$3.16M +$133K +1,126 +5%
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