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Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
751
Wendell David Associates
New Hampshire
$621K +$637K +4,435 New
HWM
752
HB Wealth Management
Georgia
$619K +$192K +1,333 +43%
GT
753
Glenmede Trust
Pennsylvania
$618K -$167K -1,164 -21%
SWA
754
Sax Wealth Advisors
New Jersey
$616K – – –
HCA
755
Heck Capital Advisors
Wisconsin
$612K +$10.1K +70 +2%
PAG
756
Private Advisor Group
New Jersey
$601K +$208K +1,447 +7%
CT
757
Cambridge Trust
Massachusetts
$598K +$14.5K +101 +2%
VIM
758
VELA Investment Management
Ohio
$597K – – –
FCH
759
Freestone Capital Holdings
Washington
$595K -$447K -3,114 -42%
MMPW
760
Mitchell McLeod Pugh & Williams
Alabama
$591K +$155K +1,080 +34%
CI
761
Conning Inc
Connecticut
$586K -$3.16K -22 -0.5%
LSA
762
Leonteq Securities AG
Switzerland
$584K +$179K +1,247 +43%
LWMM
763
Legacy Wealth Management (Mississippi)
Mississippi
$582K – – –
SACTSONJ
764
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$574K – – –
OL
765
Optas LLC
Texas
$569K +$1.15K +8 +0.2%
CG
766
Colony Group
Massachusetts
$569K -$40.2K -280 -6%
SWRP
767
Summit Wealth & Retirement Planning
California
$569K – – –
SF
768
Synovus Financial
Georgia
$566K +$13.5K +94 +2%
EWM
769
Empirical Wealth Management
Washington
$565K -$153K -1,065 -21%
SIM
770
Sentry Investment Management
Wisconsin
$563K – – –
ZCA
771
Zeke Capital Advisors
Pennsylvania
$561K +$43.1K +300 +8%
TCM
772
Traynor Capital Management
Pennsylvania
$561K -$28.6K -199 -5%
PCMU
773
Paragon Capital Management (Utah)
Utah
$559K -$26K -181 -4%
IWC
774
Integrated Wealth Concepts
Massachusetts
$556K +$39.1K +272 +7%
BP
775
Ballentine Partners
Massachusetts
$554K +$10.6K +74 +2%
29 30
31
32 33