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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Aviso Wealth Management
Washington
$8.07M +$36.1K +540 +0.5%
P
652
&Partners
Tennessee
$8.05M +$3.89M +58,110 +105%
PWM
653
Perigon Wealth Management
California
$7.99M +$361K +5,400 +5%
AAIS
654
ABN AMRO Investment Solutions
$7.93M +$814K +12,170 +12%
GFS
655
GYL Financial Synergies
Connecticut
$7.91M -$79.6K -1,190 -1%
SFS
656
Sowell Financial Services
Arkansas
$7.88M +$155K +2,320 +2%
HCM
657
Helios Capital Management
Singapore
$7.8M – – –
IWC
658
Integrated Wealth Concepts
Massachusetts
$7.79M +$119K +1,780 +2%
GAAM
659
Guinness Atkinson Asset Management
California
$7.77M +$7.33M +109,610 New
LBWM
660
Left Brain Wealth Management
Illinois
$7.77M +$35.4K +530 +0.5%
SAM
661
Shell Asset Management
Netherlands
$7.74M +$7.3M +109,160 New
SC
662
Savant Capital
Illinois
$7.71M +$776K +11,600 +12%
PIM
663
Plato Investment Management
Australia
$7.71M +$915K +13,680 +14%
PF
664
Phoenix Financial
Israel
$7.64M -$744K -11,130 -9%
LOAMS
665
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.63M +$7.19M +107,520 New
SAM
666
Smithbridge Asset Management
Pennsylvania
$7.61M +$3.17M +47,420 +79%
HI
667
Horizon Investments
North Carolina
$7.57M +$989K +14,790 +16%
PWG
668
Portside Wealth Group
Utah
$7.56M -$137K -2,050 -2%
DT
669
Diversified Trust
Tennessee
$7.54M +$2.91M +43,470 +69%
ADL
670
Asset Dedication LLC
California
$7.54M -$971K -14,520 -12%
BEI
671
Benjamin Edwards Inc
Missouri
$7.51M +$6.91M +103,270 +3,972%
LFAS
672
Level Four Advisory Services
Texas
$7.48M -$192K -2,870 -3%
NI
673
NCP Inc
California
$7.42M -$16.7K -250 -0.2%
CAM
674
Covenant Asset Management
New Jersey
$7.41M +$1.16M +17,360 +20%
WCA
675
Westover Capital Advisors
Delaware
$7.39M +$138K +2,060 +2%
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