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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
776
Schechter Investment Advisors
Michigan
$604K +$11K +180 +2%
MGWM
777
Marks Group Wealth Management
Minnesota
$601K -$17.4K -285 -3%
RIA
778
Realta Investment Advisors
Delaware
$601K -$8.24K -135 -1%
IWC
779
Integrated Wealth Concepts
Massachusetts
$601K +$293K +4,800 +104%
BPC
780
Banque Pictet & Cie
Switzerland
$596K -$1.85M -30,315 -76%
EI
781
Ethic Inc
New York
$596K +$916 +15 +0.2%
KI
782
Kapitalo Investimentos
Brazil
$595K +$571K +9,345 New
MCM
783
Monument Capital Management
Virginia
$594K +$22.9K +375 +4%
FNBSF
784
First National Bank Sioux Falls
South Dakota
$588K – – –
MWM
785
Mission Wealth Management
California
$579K +$3.66K +60 +0.7%
TCM
786
Tributary Capital Management
Nebraska
$578K -$169K -2,775 -23%
PA
787
Parallel Advisors
California
$577K +$21.1K +345 +4%
CT
788
Chicago Trust
Illinois
$574K +$50.4K +825 +10%
UIM
789
USS Investment Management
United Kingdom
$573K – – –
IAS
790
Insigneo Advisory Services
Florida
$573K -$93.4K -1,530 -15%
AWM
791
Aberdeen Wealth Management
Illinois
$573K – – –
CNAM
792
Campbell Newman Asset Management
Wisconsin
$573K – – –
VWA
793
Visionary Wealth Advisors
Illinois
$569K -$19.2K -315 -3%
QAM
794
Q3 Asset Management
Michigan
$563K +$540K +8,835 New
FNBT
795
FineMark National Bank & Trust
Florida
$563K +$9.16K +150 +2%
OFG
796
OmniStar Financial Group
North Carolina
$551K -$14.7K -240 -3%
WPW
797
Waldron Private Wealth
Pennsylvania
$551K -$110K -1,800 -17%
LMKC
798
L.M. Kohn & Company
Ohio
$549K – – –
CW
799
CIC Wealth
Maryland
$548K +$24.7K +405 +5%
HH
800
Hilltop Holdings
Texas
$546K +$22.9K +375 +5%
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