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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
601
Westover Capital Advisors
Delaware
$2.8M -$65.4K -2,330 -2%
BSW
602
Buckingham Strategic Wealth
Missouri
$2.8M -$20.2K -720 -0.8%
WHG
603
Westwood Holdings Group
Texas
$2.77M -$905K -32,280 -26%
IFG
604
Independent Financial Group
California
$2.77M +$52.2K +1,860 +2%
LNC
605
Lincoln National Corp
Pennsylvania
$2.76M -$90.3K -3,220 -3%
S
606
Seeyond
France
$2.76M +$1.13M +40,430 +76%
RFMS
607
RWQ Financial Management Services
Florida
$2.75M +$2.62M +93,350 New
SMFG
608
Sumitomo Mitsui Financial Group
Japan
$2.74M +$984K +35,070 +59%
PA
609
Pinnacle Associates
New York
$2.72M +$210K +7,500 +9%
FHA
610
Flagship Harbor Advisors
Massachusetts
$2.71M -$76K -2,710 -3%
CCG
611
Cloverfields Capital Group
Minnesota
$2.68M +$2.55M +90,730 New
QCM
612
Quantinno Capital Management
New York
$2.67M +$502K +17,880 +25%
IAIM
613
International Assets Investment Management
Florida
$2.65M +$3.71M +132,210 +230%
CGL
614
Clarius Group LLC
Washington
$2.65M +$252K +8,970 +11%
BOTW
615
Bank of the West
California
$2.62M -$426K -15,170 -15%
CIG
616
Consolidated Investment Group
Colorado
$2.6M – – –
DI
617
DFPG Investments
Utah
$2.59M +$1.88M +67,160 +563%
QPWM
618
Quadrant Private Wealth Management
Pennsylvania
$2.58M +$2.45M +87,450 New
SWM
619
Sendero Wealth Management
Texas
$2.57M +$675K +24,070 +38%
MMA
620
Miracle Mile Advisors
California
$2.57M +$286K +10,190 +13%
PWM
621
Perigon Wealth Management
California
$2.56M +$523K +18,660 +27%
LWAC
622
Laurel Wealth Advisors (California)
California
$2.55M -$36.5K -1,300 -1%
BBNA
623
Bremer Bank National Association
Minnesota
$2.54M -$109K -3,880 -4%
SFG
624
Snider Financial Group
Washington
$2.53M -$973K -34,700 -29%
CCM
625
Coldstream Capital Management
Washington
$2.53M +$2.41M +85,740 New
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