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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$212K -$3.61K -20 -2%
CI
502
CX Institutional
Indiana
$212K -$2.59M -14,356 -93%
SDIC
503
South Dakota Investment Council
South Dakota
$209K – – –
BFG
504
Bleakley Financial Group
New Jersey
$208K -$16.8K -93 -8%
KFSC
505
Keystone Financial Services (Colorado)
Colorado
$201K +$191K +1,057 New
TAM
506
Trust Asset Management
Texas
$200K +$190K +1,054 New
UFF
507
USA Financial Formulas
Michigan
$197K -$18.2K -101 -9%
SPIA
508
Steward Partners Investment Advisory
New York
$190K +$32.1K +178 +22%
MA
509
Montag & Associates
Georgia
$171K – – –
FFA
510
Farther Finance Advisors
California
$162K +$62.4K +346 +68%
AIP
511
Ameritas Investment Partners
Nebraska
$162K -$10.8K -60 -7%
CPA
512
Capital Performance Advisors
California
$157K +$149K +825 New
AA
513
Addison Advisors
Vermont
$149K +$3.07K +17 +2%
EPW
514
Evergreen Private Wealth
Colorado
$148K -$2.16K -12 -2%
BIG
515
Brooklyn Investment Group
New York
$138K +$131K +727 New
WSFS
516
Wilmington Savings Fund Society
Delaware
$130K +$123K +683 New
QCG
517
Quadrant Capital Group
Ohio
$121K -$17.9K -99 -13%
LC
518
Lindbrook Capital
California
$120K -$67.1K -372 -37%
PK
519
Pflug Koory
Nebraska
$114K +$108K +600 New
MG
520
Mather Group
Illinois
$109K -$621K -3,443 -86%
GM
521
GeoWealth Management
Illinois
$108K +$103K +569 New
LS
522
Livforsakringsbolaget Skandia
Sweden
$105K +$99.6K +552 New
TC
523
Tacita Capital
Ontario, Canada
$104K – – –
WT
524
Whittier Trust
California
$97.6K – – –
TWD
525
True Wealth Design
Ohio
$97.3K +$91.8K +509 +16,967%
19 20
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