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Name Holding Trade Value Shares
Change 		Change in
Stake
FT
551
Fiduciary Trust
Massachusetts
$3.77M +$842K +16,910 +29%
BC
552
Burney Company
Virginia
$3.77M +$1.29M +25,890 +52%
SAM
553
Security Asset Management
New York
$3.76M -$241K -4,850 -6%
KWM
554
Keebeck Wealth Management
Illinois
$3.74M -$59.2K -1,190 -2%
S
555
Seeyond
France
$3.72M -$455K -9,140 -11%
QOP
556
Quinn Opportunity Partners
Virginia
$3.7M – – –
RFWA
557
RPg Family Wealth Advisory
Massachusetts
$3.67M +$2.49K +50 +0.1%
TPCW
558
TD Private Client Wealth
New York
$3.67M +$144K +2,890 +4%
CCP
559
Corient Capital Partners
California
$3.67M +$56.7K +1,140 +2%
ECM
560
ETrade Capital Management
Virginia
$3.67M -$251K -5,040 -6%
KPW
561
Kore Private Wealth
New York
$3.65M +$89.6K +1,800 +3%
HIC
562
Hartline Investment Corp
Illinois
$3.65M -$1.1M -22,080 -23%
AHC
563
Adell Harriman & Carpenter
Texas
$3.65M -$1.67M -33,630 -32%
VVP
564
Venture Visionary Partners
Ohio
$3.63M +$62.7K +1,260 +2%
UBPAM
565
Union Bancaire Privee Asset Management
New York
$3.63M -$1.28M -25,750 -26%
BA
566
Birinyi Associates
Connecticut
$3.6M +$547K +11,000 +18%
FMBTD
567
First Midwest Bank Trust Division
Illinois
$3.6M +$86.6K +1,740 +2%
SIM
568
Seaview Investment Managers
Florida
$3.59M +$3.75M +75,420 New
LFAS
569
Level Four Advisory Services
Texas
$3.5M -$496K -9,970 -12%
P
570
Pitcairn
Pennsylvania
$3.49M -$31.4K -630 -0.9%
HAG
571
HighPoint Advisor Group
Illinois
$3.47M -$18.4K -370 -0.5%
MCWS
572
McKinley Carter Wealth Services
West Virginia
$3.46M +$3.44M +69,140 New
LNC
573
Lincoln National Corp
Pennsylvania
$3.44M +$99.5K +2,000 +3%
KP
574
Keel Point
Alabama
$3.43M +$3.41M +68,560 New
SFSIG
575
San Francisco Sentry Investment Group
California
$3.41M -$22.4K -450 -0.7%
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