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LYV

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
501
Lincoln National Corp
Pennsylvania
$207K +$185K +1,956 New
CA
502
Cetera Advisors
Colorado
$207K +$185K +1,956 New
MA
503
Mutual Advisors
Nebraska
$206K +$184K +1,950 New
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$204K +$182K +1,925 New
BPA
505
Beacon Pointe Advisors
California
$203K -$20.7K -219 -10%
PWMG
506
Prestige Wealth Management Group
New Jersey
$203K +$7.28K +77 +4%
CHC
507
City Holding Co
West Virginia
$192K +$49.1K +519 +40%
SC
508
Steph & Co
Wisconsin
$168K -$3.59K -38 -2%
AIP
509
Ameritas Investment Partners
Nebraska
$167K – – –
OAM
510
Ostrum Asset Management
France
$156K – – –
CT
511
Colonial Trust
South Carolina
$153K – – –
MG
512
Mather Group
Illinois
$146K +$147K +1,557 New
HT
513
Headlands Technologies
Illinois
$138K +$123K +1,303 New
AT
514
Avalon Trust
New Mexico
$138K – – –
JEST
515
JTC Employer Solutions Trustee
Jersey
$134K – – –
S
516
SignatureFD
Georgia
$131K +$17.9K +189 +18%
C
517
Covestor
United Kingdom
$122K -$19.6K -207 -15%
WPWM
518
Western Pacific Wealth Management
Illinois
$119K +$13.6K +144 +15%
CTA
519
Colonial Trust Advisors
South Carolina
$106K – – –
HNB
520
Huntington National Bank
Ohio
$104K +$8.79K +93 +10%
PAM
521
Paradigm Asset Management
New York
$99.7K – – –
FHA
522
First Horizon Advisors
Tennessee
$90.3K +$15.8K +167 +24%
SWA
523
SOA Wealth Advisors
New York
$90.1K +$56.7K +600 +238%
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90K -$17.7K -187 -17%
LWA
525
Lowe Wealth Advisors
Maryland
$84.6K – – –
19 20
21
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