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Name Holding Trade Value Shares
Change 		Change in
Stake
NIG
626
NFJ Investment Group
Texas
$1.08M +$907K +7,360 +73,600%
EWM
627
Empirical Wealth Management
Washington
$1.06M +$12.3K +100 +1%
GC
628
Guggenheim Capital
Illinois
$1.05M -$304K -2,470 -26%
VFM
629
Vivid Financial Management
California
$1.05M +$176K +1,430 +25%
STA
630
Summit Trail Advisors
New York
$1.05M +$260K +2,110 +42%
FM
631
Family Management
New York
$1.04M +$171K +1,390 +24%
KAS
632
Kemnay Advisory Services
New York
$1.04M +$44.4K +360 +5%
CS
633
Comerica Securities
Michigan
$1.03M -$76.4K -620 -8%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$1.03M -$515K -4,180 -37%
FTC
635
Farmers Trust Company
Ohio
$1.02M – – –
AFAS
636
Acorn Financial Advisory Services
Virginia
$1.02M +$13.6K +110 +2%
BO
637
BRR OpCo
Ohio
$1.02M +$357K +2,900 +71%
SFA
638
Souders Financial Advisors
Ohio
$1.01M +$39.4K +320 +5%
BCM
639
Bienville Capital Management
New York
$998K – – –
NB
640
Nicolet Bankshares
Wisconsin
$998K – – –
FT
641
Fiduciary Trust
Massachusetts
$998K +$98.6K +800 +13%
V
642
Veritable
Delaware
$992K -$3.7K -30 -0.4%
EFG
643
Everhart Financial Group
Ohio
$990K – – –
IFWM
644
Institute for Wealth Management
Colorado
$988K +$88.7K +720 +12%
PA
645
PFG Advisors
Arizona
$975K +$431K +3,500 +110%
AIA
646
Angeles Investment Advisors
California
$969K -$382K -3,100 -32%
SIG
647
Sargent Investment Group
Maryland
$960K +$13.6K +110 +2%
VFA
648
Voya Financial Advisors
Connecticut
$958K -$2.43M -19,720 -75%
SW
649
SVB Wealth
Massachusetts
$952K +$481K +3,900 +149%
FVWA
650
Foster Victor Wealth Advisors
South Carolina
$950K – – –
24 25
26
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