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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.05M – – –
WSTAM
627
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M +$13.5K +90 +1%
CIAS
628
Capital Investment Advisory Services
North Carolina
$1.05M +$30K +200 +3%
CA
629
Clearstead Advisors
Ohio
$1.04M +$30K +200 +3%
VFM
630
Vivid Financial Management
California
$1.03M +$67.4K +450 +6%
ACM
631
Aljian Capital Management
Nevada
$1.03M -$27K -180 -2%
PWLP
632
Prio Wealth Limited Partnership
Massachusetts
$1.03M -$790K -5,270 -41%
VAS
633
Vestmark Advisory Solutions
Massachusetts
$1.02M +$201K +1,340 +22%
RCM
634
Requisite Capital Management
Texas
$1.02M +$1.12M +7,500 New
AFAS
635
Acorn Financial Advisory Services
Virginia
$1.01M +$73.4K +490 +7%
CA
636
Calton & Associates
Florida
$1.01M -$25.5K -170 -2%
FRA
637
Frank Rimerman Advisors
California
$999K +$1.1M +7,370 New
BA
638
Ballew Advisors
Mississippi
$980K +$1.07M +7,110 New
FCBT
639
First Citizens Bank & Trust
North Carolina
$979K +$381K +2,540 +54%
ME
640
McIlrath & Eck
Washington
$976K -$52.4K -350 -5%
AWA
641
Arete Wealth Advisors
Illinois
$975K -$238K -1,590 -18%
EWM
642
Empirical Wealth Management
Washington
$963K -$28.5K -190 -3%
NW
643
NewEdge Wealth
Pennsylvania
$957K +$147K +980 +16%
FTC
644
Farmers Trust Company
Ohio
$955K +$10.5K +70 +1%
CFG
645
Citizens Financial Group
Rhode Island
$953K +$1.05M +7,030 New
SW
646
SVB Wealth
Massachusetts
$948K +$70.4K +470 +7%
IFWM
647
Institute for Wealth Management
Colorado
$946K +$33K +220 +3%
SFA
648
Souders Financial Advisors
Ohio
$944K +$10.5K +70 +1%
CS
649
Comerica Securities
Michigan
$942K -$18K -120 -2%
V
650
Veritable
Delaware
$941K +$22.5K +150 +2%
24 25
26
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