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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
801
Core Alternative Capital
Georgia
$1.01M -$2.31M -26,904 -68%
WJWM
802
Williams Jones Wealth Management
New York
$1M -$47.7K -555 -4%
AF
803
Affiance Financial
Minnesota
$1M -$177K -2,066 -14%
EWA
804
EP Wealth Advisors
California
$1M -$666M -7,756,726 -100%
IA
805
IFP Advisors
Florida
$998K +$6.87K +80 +0.6%
PA
806
Profund Advisors
Maryland
$995K +$343 +4 +0%
BCFD
807
Boit C.F. David
$992K – – –
LWAM
808
Legacy Wealth Asset Management
Minnesota
$991K -$44.6K -519 -4%
GC
809
Gratus Capital
Georgia
$989K +$65.2K +759 +6%
FTDI
810
First Trust Direct Indexing
Massachusetts
$986K -$24.1K -281 -2%
I
811
InceptionR
California
$978K +$107K +1,241 +11%
CWM
812
Cahaba Wealth Management
Georgia
$978K +$1.07M +12,497 New
PWP
813
Private Wealth Partners
California
$978K -$71.9K -837 -6%
BA
814
Ballast Advisors
Minnesota
$974K -$30.7K -357 -3%
CIC
815
Carnegie Investment Counsel
Ohio
$973K +$4.89K +57 +0.5%
GSC
816
G&S Capital
Colorado
$972K -$6.96K -81 -0.6%
BSB
817
Bangor Savings Bank
Maine
$972K +$33.1K +385 +3%
CFA
818
Cahill Financial Advisors
Minnesota
$971K -$75K -873 -7%
VNA
819
Valley National Advisers
Pennsylvania
$969K -$94.8K -1,104 -8%
SL
820
Sentry LLC
Tennessee
$967K -$90.2K -1,050 -8%
FA
821
Financial Advantage
Maryland
$965K -$670K -7,809 -39%
CWM
822
Congress Wealth Management
Massachusetts
$957K -$38.1K -444 -4%
ZIC
823
ZWJ Investment Counsel
Georgia
$957K -$99.1K -1,154 -9%
BAM
824
Brave Asset Management
New Jersey
$956K -$34.9K -406 -3%
PH
825
Pinnacle Holdings
Oklahoma
$953K -$111K -1,295 -10%
31 32
33
34 35