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Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
626
Vident Investment Advisory
Georgia
$507K +$13.4K +188 +3%
BBHC
627
Brown Brothers Harriman & Co
New York
$494K -$333K -4,660 -42%
BRWA
628
B. Riley Wealth Advisors
Florida
$494K -$125K -1,745 -21%
NSIM
629
North Star Investment Management
Illinois
$494K -$8.94K -125 -2%
FWP
630
FAS Wealth Partners
Kansas
$492K +$1.29K +18 +0.3%
CW
631
CreativeOne Wealth
Kansas
$487K +$460K +6,432 New
MME
632
Meag Munich Ergo
Germany
$484K -$1.53M -21,353 -77%
MHIC
633
Marble Harbor Investment Counsel
Massachusetts
$484K – – –
NFG
634
Next Financial Group
Texas
$481K -$278K -3,894 -38%
PV
635
Private Vista
Illinois
$479K – – –
LFAS
636
Level Four Advisory Services
Texas
$476K -$5.93K -83 -1%
LPT
637
Legacy Private Trust
Wisconsin
$473K -$10K -140 -2%
LNC
638
Lincoln National Corp
Pennsylvania
$472K +$154K +2,156 +53%
FFSOTS
639
Fiduciary Financial Services of The Southwest
Texas
$470K -$64.3K -900 -13%
BHTS
640
Bar Harbor Trust Services
Maine
$470K +$444K +6,215 New
WMA
641
Wealth Management Associates
New Jersey
$460K +$143 +2 +0%
IRF
642
IBM Retirement Fund
New York
$460K -$17.4K -244 -4%
LWAC
643
Laurel Wealth Advisors (California)
California
$458K -$75.3K -1,053 -15%
GPWA
644
Great Point Wealth Advisors
Massachusetts
$458K +$3.86K +54 +0.9%
BCA
645
Berman Capital Advisors
Georgia
$457K -$21.9K -307 -5%
HB
646
Homrich & Berg
Georgia
$456K -$5.15K -72 -1%
TCOK
647
Trust Company of Kansas
Kansas
$455K +$430K +6,012 New
DWM
648
Dakota Wealth Management
Florida
$454K – – –
SXL
649
Summit X LLC
Missouri
$450K +$6.93K +97 +2%
KP
650
Keel Point
Alabama
$449K +$357 +5 +0.1%
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