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Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
626
First Allied Advisory Services
California
$6.26M -$549K -4,544 -8%
SWM
627
SVA Wealth Management
Wisconsin
$6.25M -$2.36M -19,551 -27%
MCM
628
McRae Capital Management
New Jersey
$6.24M +$56.8K +470 +0.9%
SBWIC
629
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.23M +$1.77M +14,630 +37%
ST
630
Smithfield Trust
Pennsylvania
$6.23M -$117K -969 -2%
SWP
631
Stratos Wealth Partners
Ohio
$6.19M +$632K +5,230 +11%
FWM
632
Focused Wealth Management
New York
$6.15M +$265K +2,190 +4%
TAM
633
Taurus Asset Management
New York
$6.13M -$799K -6,605 -11%
CLOS
634
Compagnie Lombard Odier SCmA
Switzerland
$6.11M -$6.44M -53,262 -50%
SI
635
SII Investments
Wisconsin
$6.1M +$201K +1,665 +3%
JCP
636
Jabre Capital Partners
Switzerland
$6.04M +$6.31M +52,166 New
FMBTD
637
First Midwest Bank Trust Division
Illinois
$6.04M -$184K -1,521 -3%
BHTS
638
Bar Harbor Trust Services
Maine
$6.03M +$5.84M +48,272 +1,281%
WTB
639
Washington Trust Bank
Washington
$5.99M +$1.06M +8,733 +20%
DY
640
Dowling & Yahnke
California
$5.98M -$311K -2,575 -5%
KIC
641
Keating Investment Counselors
Florida
$5.97M -$184K -1,526 -3%
BWFM
642
Bridgewater Wealth & Financial Management
Maryland
$5.95M -$250K -2,067 -4%
PGIM
643
Pacific Global Investment Management
California
$5.95M -$166K -1,371 -3%
SFS
644
Strategic Financial Services
New York
$5.89M +$714K +5,907 +13%
1SB
645
1ST Source Bank
Indiana
$5.89M -$926K -7,656 -13%
II
646
IFM Investors
Australia
$5.87M +$111K +920 +2%
CWM
647
Calamos Wealth Management
Illinois
$5.87M +$18.3K +151 +0.3%
BIM
648
Bridges Investment Management
Nebraska
$5.86M +$2.49M +20,598 +69%
WSTAM
649
Wilbanks Smith & Thomas Asset Management
Virginia
$5.84M +$170K +1,404 +3%
CFG
650
Citizens Financial Group
Rhode Island
$5.84M -$970K -8,022 -14%
24 25
26
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