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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
576
SVB Wealth
Massachusetts
$19.6M -$963K -2,449 -5%
CIC
577
Cutler Investment Counsel
Oregon
$19.6M -$2.75K -7 -0%
AWA
578
Arkadios Wealth Advisors
Georgia
$19.6M +$1.74M +4,434 +10%
MAA
579
Matrix Asset Advisors
New York
$19.5M +$172K +437 +0.9%
SAM
580
Securian Asset Management
Minnesota
$19.5M -$1.54M -3,926 -8%
HF
581
HRT Financial
New York
$19.4M +$18.8M +47,932 New
GRP
582
Global Retirement Partners
California
$19.4M +$619K +1,574 +3%
SWM
583
Segment Wealth Management
Texas
$19.3M -$19.7K -50 -0.1%
WSFS
584
Wilmington Savings Fund Society
Delaware
$19.3M -$4.75M -12,078 -20%
FMLI
585
Fukoku Mutual Life Insurance
Japan
$19.2M -$53.9K -137 -0.3%
CWP
586
Cyndeo Wealth Partners
Florida
$19.1M +$1.32M +3,356 +8%
AWM
587
Axxcess Wealth Management
California
$19.1M +$1.17M +2,980 +7%
TS
588
Triglav Skladi
Slovenia
$19M +$5.66M +14,400 +44%
HH
589
Hilltop Holdings
Texas
$18.9M +$460K +1,170 +3%
DWT
590
Dorsey & Whitney Trust
South Dakota
$18.9M -$312K -793 -2%
AP
591
Americana Partners
Texas
$18.8M +$3.11M +7,900 +21%
HMP
592
HS Management Partners
New York
$18.8M -$13M -32,965 -42%
DP
593
DDD Partners
Washington
$18.7M -$1.18M -2,999 -6%
VWM
594
Venturi Wealth Management
Texas
$18.7M +$340K +864 +2%
BMCM
595
Bryn Mawr Capital Management
Pennsylvania
$18.7M +$295K +750 +2%
EH
596
Equitable Holdings
New York
$18.7M +$298K +757 +2%
SC
597
Shellback Capital
Massachusetts
$18.6M -$5.9M -15,000 -25%
LCM
598
Logan Capital Management
Pennsylvania
$18.6M +$583K +1,482 +3%
DAS
599
Dynamic Advisor Solutions
Arizona
$18.6M +$513K +1,305 +3%
DILIC
600
Dai-ichi Life Insurance Company
Japan
$18.6M -$77.9K -198 -0.4%
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