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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
901
Ballentine Partners
Massachusetts
$636K -$62.3K -1,416 -8%
DWM
902
Diversify Wealth Management
Utah
$634K -$32.9K -748 -5%
DAS
903
Diversify Advisory Services
Utah
$634K +$662K +15,039 New
SIA
904
Sit Investment Associates
Minnesota
$632K -$5.09M -115,770 -88%
MGIA
905
Moneta Group Investment Advisors
Missouri
$631K -$5.98K -136 -0.9%
SOAM
906
SBI Okasan Asset Management
Japan
$630K +$264K +6,000 +65%
BB
907
Busey Bank
Illinois
$629K -$25.7K -585 -4%
MWM
908
Mission Wealth Management
California
$623K +$11.3K +256 +2%
IAN
909
Integrated Advisors Network
Texas
$622K -$99.6K -2,264 -13%
IBOK
910
Independence Bank of Kentucky
Kentucky
$621K -$4.84K -110 -0.7%
FMI
911
F/M Investments
District of Columbia
$620K +$665K +15,115 New
ST
912
Smithfield Trust
Pennsylvania
$620K -$94.8K -2,155 -13%
MSS
913
Mitchell Sinkler & Starr
Pennsylvania
$619K -$76.3K -1,735 -10%
WA
914
WBH Advisory
Maryland
$618K -$49.2K -1,118 -7%
FG
915
Formula Growth
Quebec, Canada
$616K +$660K +15,000 New
MIA
916
MeadowBrook Investment Advisors
Michigan
$615K +$4.18K +95 +0.6%
LA
917
LM Advisors
California
$615K +$647K +14,708 +5,907%
SW
918
Simplicity Wealth
New Jersey
$614K -$15.1K -343 -2%
PPWP
919
Premier Path Wealth Partners
New Jersey
$611K -$199K -4,523 -23%
TAM
920
Tocqueville Asset Management
New York
$610K -$2.85M -64,685 -81%
MIA
921
MMBG Investment Advisors
Florida
$610K – – –
MT
922
Midwest Trust
Kansas
$606K -$137K -3,104 -17%
FFBTD
923
First Financial Bank - Trust Division
Ohio
$602K -$119K -2,698 -16%
FMI
924
Frec Markets Inc
California
$601K +$434K +9,857 +206%
FPF
925
First Pacific Financial
Washington
$596K +$281K +6,384 +78%
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