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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
751
Stonegate Investment Group
Alabama
$475K -$627 -9 -0.1%
QI
752
Qtron Investments
Massachusetts
$470K +$442K +6,343 New
SM
753
Sweeney & Michel
California
$469K +$446K +6,398 New
FCH
754
Freestone Capital Holdings
Washington
$467K +$440K +6,306 New
EWS
755
Evergreen Wealth Solutions
Pennsylvania
$466K -$22.1K -317 -5%
BBHC
756
Brown Brothers Harriman & Co
New York
$462K +$42.1K +604 +11%
VCM
757
Virtue Capital Management
Tennessee
$461K -$333K -4,780 -42%
RA
758
RFG Advisory
Alabama
$458K +$17.9K +257 +4%
UB
759
UMB Bank
Missouri
$456K -$8.64K -124 -2%
BL
760
Balentine LLC
Georgia
$454K +$30.1K +432 +8%
FPAS
761
Focus Partners Advisor Solutions
Missouri
$454K +$427K +6,129 New
LIM
762
Leavell Investment Management
Alabama
$452K +$3.35K +48 +0.8%
UF
763
Univest Financial
Pennsylvania
$449K -$36.9K -529 -8%
AG
764
AIA Group
Hong Kong
$448K +$422K +6,050 New
NAS
765
Nicolet Advisory Services
Wisconsin
$448K +$47.7K +685 +13%
CGL
766
Clarius Group LLC
Washington
$447K -$20.1K -289 -5%
BSW
767
Buckingham Strategic Wealth
Missouri
$447K +$19.1K +274 +5%
FCI
768
Financial Counselors Inc
Kansas
$445K -$57.6K -827 -12%
GWCM
769
Godshalk Welsh Capital Management
Pennsylvania
$445K – – –
MFG
770
Merit Financial Group
Georgia
$444K +$33.4K +479 +8%
SP
771
Symmetry Partners
Connecticut
$444K – – –
OIA
772
OneDigital Investment Advisors
Kansas
$444K -$420K -6,028 -50%
VCA
773
Verdence Capital Advisors
Maryland
$444K -$3.97K -57 -0.9%
LSA
774
Leonteq Securities AG
Switzerland
$443K -$243K -3,493 -37%
FMP
775
Financial Management Professionals
Texas
$442K +$66.1K +948 +19%
29 30
31
32 33