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