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Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
826
Steinberg Global Asset Management
Florida
$4M +$148K +687 +4%
IHL
827
Investment House LLC
California
$4M -$1.47M -6,856 -29%
RBFC
828
Roman Butler Fullerton & Co
Missouri
$4M +$3.65M +16,986 New
BP
829
Broadleaf Partners
Ohio
$4M -$21.3K -99 -0.6%
CCM
830
Condor Capital Management
New Jersey
$3.99M -$90.1K -419 -2%
DT
831
Diversified Trust
Tennessee
$3.96M +$726K +3,375 +25%
PTC
832
Private Trust Company
Ohio
$3.96M -$327K -1,521 -8%
VFA
833
Valeo Financial Advisors
Indiana
$3.94M -$56.6K -263 -2%
O
834
Ossiam
France
$3.92M +$3.48M +16,179 +3,309%
HFS
835
HL Financial Services
Kentucky
$3.92M -$180K -837 -5%
MMG
836
Monetary Management Group
Missouri
$3.91M +$1.1M +5,100 +44%
PRS
837
Pinkerton Retirement Specialists
Idaho
$3.91M +$136K +634 +4%
GIM
838
Goelzer Investment Management
Indiana
$3.9M +$413K +1,919 +13%
GFPC
839
Global Financial Private Capital
Florida
$3.89M -$163K -757 -4%
WIA
840
Wealthstreet Investment Advisors
Texas
$3.88M – – –
PS
841
Pensionfund Sabic
Netherlands
$3.86M -$968K -4,500 -22%
MIAN
842
Mariner Independent Advisor Network
Kansas
$3.86M +$87.6K +407 +3%
CT
843
Coastline Trust
Rhode Island
$3.84M +$282K +1,310 +9%
HCMT
844
Highland Capital Management (Tennessee)
Tennessee
$3.83M +$209K +972 +6%
RJT
845
Raymond James Trust
Florida
$3.81M +$169K +787 +5%
IAA
846
Independent Advisor Alliance
North Carolina
$3.8M +$642K +2,985 +23%
KWMG
847
King Wealth Management Group
Florida
$3.8M +$643K +2,991 +23%
TPA
848
Trivium Point Advisory
Connecticut
$3.78M +$136K +630 +4%
TA
849
Tiedemann Advisors
New York
$3.75M -$12.9K -60 -0.4%
IAM
850
Integre Asset Management
New York
$3.75M +$64.1K +298 +2%
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