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Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
626
Vivid Financial Management
California
$1.05M +$176K +1,430 +25%
STA
627
Summit Trail Advisors
New York
$1.05M +$260K +2,110 +42%
FM
628
Family Management
New York
$1.04M +$171K +1,390 +24%
KAS
629
Kemnay Advisory Services
New York
$1.04M +$44.4K +360 +5%
CS
630
Comerica Securities
Michigan
$1.03M -$76.4K -620 -8%
BFEC
631
Benjamin F. Edwards & Company
Missouri
$1.03M -$515K -4,180 -37%
FTC
632
Farmers Trust Company
Ohio
$1.02M – – –
AFAS
633
Acorn Financial Advisory Services
Virginia
$1.02M +$13.6K +110 +2%
BO
634
BRR OpCo
Ohio
$1.02M +$357K +2,900 +71%
SFA
635
Souders Financial Advisors
Ohio
$1.01M +$39.4K +320 +5%
BCM
636
Bienville Capital Management
New York
$998K – – –
NB
637
Nicolet Bankshares
Wisconsin
$998K – – –
FT
638
Fiduciary Trust
Massachusetts
$998K +$98.6K +800 +13%
V
639
Veritable
Delaware
$992K -$3.7K -30 -0.4%
EFG
640
Everhart Financial Group
Ohio
$990K – – –
IFWM
641
Institute for Wealth Management
Colorado
$988K +$88.7K +720 +12%
PA
642
PFG Advisors
Arizona
$975K +$431K +3,500 +110%
AIA
643
Angeles Investment Advisors
California
$969K -$382K -3,100 -32%
SIG
644
Sargent Investment Group
Maryland
$960K +$13.6K +110 +2%
VFA
645
Voya Financial Advisors
Connecticut
$958K -$2.43M -19,720 -75%
SW
646
SVB Wealth
Massachusetts
$952K +$481K +3,900 +149%
FVWA
647
Foster Victor Wealth Advisors
South Carolina
$950K – – –
SI
648
Stephens Inc
Arkansas
$935K -$156K -1,270 -17%
RWM
649
Ritholtz Wealth Management
New York
$932K +$88.7K +720 +13%
AC
650
Abbrea Capital
California
$931K -$37K -300 -4%
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