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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
626
Atria Investments
North Carolina
$3.52M -$663K -9,648 -17%
TFA
627
Toth Financial Advisory
Virginia
$3.5M +$933K +13,574 +41%
PMG
628
ProVise Management Group
Florida
$3.49M +$176K +2,559 +6%
LS
629
Livforsakringsbolaget Skandia
Sweden
$3.49M +$82.5K +1,200 +3%
SRAM
630
Stone Ridge Asset Management
New York
$3.48M +$701K +10,200 +28%
GWM
631
Graybill Wealth Management
Illinois
$3.46M +$7.22K +105 +0.2%
V
632
Veritable
Delaware
$3.46M -$26K -379 -0.8%
VC
633
Voit & Company
Wisconsin
$3.45M +$196K +2,845 +7%
NSIM
634
North Star Investment Management
Illinois
$3.44M +$28.9K +421 +0.9%
MWM
635
Marietta Wealth Management
Georgia
$3.42M -$4.12K -60 -0.1%
LA
636
LVW Advisors
New York
$3.4M -$131K -1,908 -4%
SPIA
637
Steward Partners Investment Advisory
New York
$3.38M +$379K +5,514 +14%
TCM
638
Tradewinds Capital Management
Washington
$3.38M -$401K -5,833 -11%
BDS
639
Banco de Sabadell
Florida
$3.37M +$691K +10,049 +28%
EWA
640
EP Wealth Advisors
California
$3.36M +$23.6K +343 +0.8%
HKIM
641
Hayek Kallen Investment Management
Alabama
$3.36M -$10.1K -147 -0.3%
HCMT
642
Highland Capital Management (Texas)
Texas
$3.35M -$2.06M -30,000 -40%
LIM
643
Loudon Investment Management
New Hampshire
$3.33M +$12K +175 +0.4%
S
644
Seeyond
France
$3.28M +$720K +10,483 +31%
BPB
645
Badgley, Phelps & Bell
Washington
$3.25M -$245K -3,560 -8%
PCTC
646
Perkins Coie Trust Company
Washington
$3.24M -$49K -713 -2%
UAS
647
United Asset Strategies
New York
$3.24M -$417K -6,074 -12%
HI
648
Harrington Investments
California
$3.23M -$15.7K -229 -0.5%
CI
649
Conning Inc
Connecticut
$3.23M -$32.3K -470 -1%
WIA
650
Wealthstreet Investment Advisors
Texas
$3.23M -$15.9K -231 -0.5%
24 25
26
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