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Name Holding Trade Value Shares
Change 		Change in
Stake
DILIC
526
Dai-ichi Life Insurance Company
Japan
$355K -$36.9K -588 -9%
SFI
527
Siemens Fonds Invest
Germany
$354K -$6.15K -98 -2%
BBHC
528
Brown Brothers Harriman & Co
New York
$354K +$189K +3,010 +111%
CAM
529
Clark Asset Management
New Hampshire
$353K +$188 +3 +0.1%
GT
530
Greenleaf Trust
Michigan
$351K +$11.2K +179 +3%
C
531
Certuity
Florida
$349K +$64.9K +1,034 +22%
IAA
532
Independent Advisor Alliance
North Carolina
$348K +$23.2K +369 +7%
HSA
533
HBK Sorce Advisory
Pennsylvania
$346K +$9.48K +151 +5%
BAM
534
Burkett Asset Management
$342K -$9.41K -150 -3%
ALAM
535
Asahi Life Asset Management
Japan
$342K +$346K +5,516 New
CWM
536
Cornerstone Wealth Management
Missouri
$340K +$3.14K +50 +0.9%
HIC
537
Holderness Investments Company
North Carolina
$334K – – –
HAG
538
HighPoint Advisor Group
Illinois
$333K -$475K -7,564 -58%
EFG
539
Everhart Financial Group
Ohio
$327K +$30.5K +486 +10%
UB
540
UMB Bank
Missouri
$326K -$2.07K -33 -0.6%
DACS
541
Dymon Asia Capital (Singapore)
Singapore
$325K +$329K +5,250 New
WWM
542
Western Wealth Management
Colorado
$318K -$2.2K -35 -0.7%
ETC
543
Exchange Traded Concepts
Oklahoma
$313K -$2.51K -40 -0.8%
BCM
544
Brookstone Capital Management
Illinois
$311K +$81.8K +1,303 +35%
EB
545
Eastern Bank
Massachusetts
$311K – – –
IWA
546
IBEX Wealth Advisors
New Jersey
$310K +$314K +5,000 New
SF
547
Summit Financial
New Jersey
$305K -$23.8K -380 -7%
BHPW
548
Beverly Hills Private Wealth
California
$304K +$8.54K +136 +3%
IC
549
IEQ Capital
California
$301K -$85.2K -1,357 -22%
MYIA
550
Mount Yale Investment Advisors
Colorado
$298K +$302K +4,817 New
20 21
22
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