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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
676
Moors & Cabot
Massachusetts
$19.2M +$422K +952 +2%
NP
677
NorthRock Partners
Minnesota
$19.1M -$12.9M -29,130 -41%
SMA
678
Sage Mountain Advisors
Georgia
$19M -$432K -974 -2%
VF
679
Vest Financial
Virginia
$19M +$2.7M +6,081 +17%
DAS
680
Diversify Advisory Services
Utah
$18.9M +$4.97M +11,222 +35%
CWM
681
Calamos Wealth Management
Illinois
$18.8M +$1.04M +2,341 +6%
PMAM
682
Picton Mahoney Asset Management
Ontario, Canada
$18.8M +$9.95M +22,442 +115%
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$18.8M -$55.9K -126 -0.3%
FRA
684
Frank Rimerman Advisors
California
$18.8M +$571K +1,287 +3%
PS
685
Principal Securities
Iowa
$18.6M +$2.23M +5,024 +14%
JDLA
686
J. Derek Lewis & Associates
California
$18.5M +$18.2M +41,060 New
NPT
687
National Philanthropic Trust
Pennsylvania
$18.4M +$9.94M +22,420 +121%
EAM
688
Erste Asset Management
Austria
$18.3M +$11.9M +26,829 +206%
BCH
689
Berkshire Capital Holdings
California
$18.1M -$5.4M -12,190 -23%
SCTC
690
Sanibel Captiva Trust Company
Florida
$18M -$170K -384 -1%
RS
691
Robeco Schweiz
Switzerland
$17.7M -$3.17M -7,140 -15%
CA
692
Crewe Advisors
Utah
$17.7M -$1.13M -2,556 -6%
RS
693
Rakuten Securities
Japan
$17.6M -$5.98M -13,501 -26%
DEA
694
DoubleLine ETF Adviser
Florida
$17.5M +$17.3M +38,999 New
IAS
695
Insigneo Advisory Services
Florida
$17.5M -$7.75M -17,479 -31%
AAS
696
Ameritas Advisory Services
Nebraska
$17.5M -$3.79M -8,542 -18%
OCM
697
One Capital Management
California
$17.4M -$1.21M -2,719 -7%
SWP
698
Sagespring Wealth Partners
Tennessee
$17.4M +$1.5M +3,378 +10%
IAN
699
Integrated Advisors Network
Texas
$17.4M -$4.89M -11,020 -22%
MHS
700
M Holdings Securities
Oregon
$17.3M +$17.1M +38,560 New
26 27
28
29 30