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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
526
Leonteq Securities AG
Switzerland
$356K -$1.3M -20,655 -78%
DILIC
527
Dai-ichi Life Insurance Company
Japan
$355K -$36.9K -588 -9%
SFI
528
Siemens Fonds Invest
Germany
$354K -$6.15K -98 -2%
BBHC
529
Brown Brothers Harriman & Co
New York
$354K +$189K +3,010 +111%
CAM
530
Clark Asset Management
New Hampshire
$353K +$188 +3 +0.1%
GT
531
Greenleaf Trust
Michigan
$351K +$11.2K +179 +3%
C
532
Certuity
Florida
$349K +$64.9K +1,034 +22%
IAA
533
Independent Advisor Alliance
North Carolina
$348K +$23.2K +369 +7%
HSA
534
HBK Sorce Advisory
Pennsylvania
$346K +$9.48K +151 +5%
BAM
535
Burkett Asset Management
$342K -$9.41K -150 -3%
ALAM
536
Asahi Life Asset Management
Japan
$342K +$346K +5,516 New
CWM
537
Cornerstone Wealth Management
Missouri
$340K +$3.14K +50 +0.9%
HIC
538
Holderness Investments Company
North Carolina
$334K – – –
HAG
539
HighPoint Advisor Group
Illinois
$333K -$475K -7,564 -58%
EFG
540
Everhart Financial Group
Ohio
$327K +$30.5K +486 +10%
UB
541
UMB Bank
Missouri
$326K -$2.07K -33 -0.6%
DACS
542
Dymon Asia Capital (Singapore)
Singapore
$325K +$329K +5,250 New
WWM
543
Western Wealth Management
Colorado
$318K -$2.2K -35 -0.7%
ETC
544
Exchange Traded Concepts
Oklahoma
$313K -$2.51K -40 -0.8%
BCM
545
Brookstone Capital Management
Illinois
$311K +$81.8K +1,303 +35%
EB
546
Eastern Bank
Massachusetts
$311K – – –
IWA
547
IBEX Wealth Advisors
New Jersey
$310K +$314K +5,000 New
SF
548
Summit Financial
New Jersey
$305K -$23.8K -380 -7%
BHPW
549
Beverly Hills Private Wealth
California
$304K +$8.54K +136 +3%
IC
550
IEQ Capital
California
$301K -$85.2K -1,357 -22%
20 21
22
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