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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
626
Symmetry Investments
Jersey
$2.88M +$2.42M +20,549 New
SIG
627
Sargent Investment Group
Maryland
$2.87M -$299K -2,534 -11%
HSA
628
HBK Sorce Advisory
Pennsylvania
$2.87M -$35.6K -302 -1%
BP
629
Ballentine Partners
Massachusetts
$2.85M +$323K +2,743 +16%
VCM
630
Viewpoint Capital Management
Washington
$2.85M +$354 +3 +0%
CF
631
Copperwynd Financial
Arizona
$2.84M +$59K +501 +3%
SPC
632
Sigma Planning Corp
Michigan
$2.81M +$1.49M +12,663 +171%
CIA
633
Choate Investment Advisors
Massachusetts
$2.81M +$9.55K +81 +0.4%
HWM
634
HB Wealth Management
Georgia
$2.8M +$68.8K +584 +3%
SIA
635
Schechter Investment Advisors
Michigan
$2.79M -$11.9K -101 -0.5%
IFG
636
Independent Financial Group
California
$2.77M +$394K +3,346 +20%
ICM
637
IMS Capital Management
Oregon
$2.77M -$173K -1,466 -7%
SWM
638
SFG Wealth Management
Maryland
$2.76M – – –
BFIM
639
Beese Fulmer Investment Management
Ohio
$2.76M -$653K -5,544 -22%
VFA
640
Valeo Financial Advisors
Indiana
$2.75M -$65.9K -559 -3%
GM
641
GeoWealth Management
Illinois
$2.74M +$1.65M +13,959 +249%
CCM
642
Coldstream Capital Management
Washington
$2.73M +$204K +1,731 +10%
ST
643
Smithfield Trust
Pennsylvania
$2.73M -$92.3K -783 -4%
WANY
644
Wealthspire Advisors (New York)
New York
$2.72M -$32.3K -274 -1%
TNAM
645
Terra Nova Asset Management
New York
$2.72M +$153K +1,295 +7%
MAS
646
Meeder Advisory Services
Ohio
$2.72M +$78.4K +665 +4%
BF
647
BOK Financial
Oklahoma
$2.71M -$153K -1,301 -6%
KF
648
Krilogy Financial
Missouri
$2.69M -$56K -475 -2%
CFB
649
Cullen/Frost Bankers
Texas
$2.67M +$135K +1,145 +6%
BBHC
650
Brown Brothers Harriman & Co
New York
$2.67M -$40K -339 -2%
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