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Name Holding Trade Value Shares
Change 		Change in
Stake
PIMJS
501
PKO Investment Management Joint-Stock
Poland
$12.3M +$2.31M +9,000 +23%
LNC
502
Lincoln National Corp
Pennsylvania
$12.3M -$11.6K -45 -0.1%
ONGA
503
O'Neil Global Advisors
California
$12.2M -$47.4M -184,655 -79%
PAG
504
Private Advisory Group
Washington
$12.2M +$1.64M +6,401 +15%
IAN
505
Integrated Advisors Network
Texas
$12.2M -$1.69M -6,571 -12%
FTDI
506
First Trust Direct Indexing
Massachusetts
$12.2M +$789K +3,071 +7%
KOCAA
507
Knights of Columbus Asset Advisors
Connecticut
$12.1M +$1.68M +6,528 +16%
PA
508
Parallel Advisors
California
$12M +$578K +2,252 +5%
SFI
509
Siemens Fonds Invest
Germany
$12M +$2.57M +10,001 +26%
AM
510
AGF Management
Ontario, Canada
$11.9M +$229K +890 +2%
MCM
511
MAI Capital Management
Ohio
$11.9M +$844K +3,287 +7%
TAA
512
TB Alternative Assets
Cayman Islands
$11.9M +$10.7M +41,500 +703%
QPBE
513
Quintet Private Bank (Europe)
Luxembourg
$11.8M +$145K +565 +1%
AA
514
Apriem Advisors
California
$11.8M +$366K +1,423 +3%
OAM
515
Oppenheimer Asset Management
New York
$11.7M +$429K +1,671 +4%
MC
516
Moors & Cabot
Massachusetts
$11.7M +$3.35M +13,026 +38%
KWA
517
Kingswood Wealth Advisors
California
$11.7M +$1.73M +6,720 +29%
AF
518
Allworth Financial
California
$11.7M +$103K +401 +0.9%
SF
519
Synovus Financial
Georgia
$11.7M -$636K -2,476 -5%
CK
520
Cohen Klingenstein
New York
$11.6M – – –
BPWM
521
Badgley Phelps Wealth Managers
Washington
$11.6M +$516K +2,010 +5%
HWM
522
HB Wealth Management
Georgia
$11.6M +$2.18M +8,471 +22%
WWM
523
Western Wealth Management
Colorado
$11.5M +$96.6K +376 +0.8%
TCM
524
Twin Capital Management
Pennsylvania
$11.4M -$170K -661 -1%
TI
525
TTP Investments
California
$11.2M +$252K +982 +2%
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