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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
876
Buttonwood Financial Advisors
Maryland
$625K -$902 -22 -0.1%
EWM
877
Empirical Wealth Management
Washington
$624K +$612K +14,925 New
CIA
878
Concurrent Investment Advisors
Florida
$620K +$113K +2,768 +23%
FNBT
879
FineMark National Bank & Trust
Florida
$620K +$29.7K +724 +5%
GS
880
GTS Securities
Florida
$616K -$494K -12,054 -45%
HWMT
881
Heritage Wealth Management (Texas)
Texas
$616K +$13K +318 +2%
FHA
882
Flagship Harbor Advisors
Massachusetts
$616K -$88.6K -2,163 -13%
MDA
883
Minot DeBlois Advisors
Massachusetts
$614K -$59K -1,439 -9%
BMA
884
Brooks Moore & Associates
Tennessee
$614K +$56.1K +1,370 +10%
SIC
885
Samalin Investment Counsel
New York
$612K +$7.29K +178 +1%
BCA
886
Bay Colony Advisors
Massachusetts
$607K +$367K +8,964 +162%
HSA
887
HBK Sorce Advisory
Pennsylvania
$606K +$25.4K +619 +4%
ISFAN
888
Investor's Fiduciary Advisor Network
Washington
$603K -$1.35K -33 -0.2%
UPS
889
UHLMANN PRICE SECURITIES
Illinois
$600K -$861 -21 -0.1%
CT
890
Coastline Trust
Rhode Island
$596K -$1.23K -30 -0.2%
BDL
891
Banque de Luxembourg
Luxembourg
$595K +$80K +1,953 +16%
WHAM
892
Windmill Hill Asset Management
United Kingdom
$595K -$44.8K -1,093 -7%
SAM
893
Sompo Asset Management
Japan
$594K +$116K +2,840 +25%
EWM
894
Evercore Wealth Management
New York
$590K +$1.84K +45 +0.3%
LWAM
895
Legacy Wealth Asset Management
Minnesota
$588K +$9.1K +222 +2%
AB
896
ANB Bank
Colorado
$588K +$20.1K +490 +4%
CI
897
Cigna Investments
Connecticut
$588K -$25.1K -612 -4%
ARC
898
Advisor Resource Council
Texas
$586K +$574K +14,009 New
LI
899
Lafayette Investments
Maryland
$585K – – –
GLLW
900
Graves Light Lenhart Wealth
Virginia
$582K -$41.2K -1,005 -7%
34 35
36
37 38