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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
726
FJ Investments
Utah
$4.12M +$3.87M +109,337 New
VFA
727
Valeo Financial Advisors
Indiana
$4.11M +$89.6K +2,531 +2%
GFS
728
GYL Financial Synergies
Connecticut
$4.1M -$1.71M -48,189 -31%
GIP
729
Greatmark Investment Partners
Georgia
$4.1M -$282K -7,964 -7%
FMC
730
First Merchants Corp
Indiana
$4.08M -$164K -4,622 -4%
BL
731
BFSG LLC
California
$4.08M -$285K -8,067 -7%
FTDI
732
First Trust Direct Indexing
Massachusetts
$4.07M +$799K +22,580 +26%
NB
733
NBT Bank
New York
$4.05M +$9.84K +278 +0.3%
KWM
734
Kingsview Wealth Management
Oregon
$4.04M +$142K +4,023 +4%
FT
735
Fiduciary Trust
Massachusetts
$4.02M -$780K -22,055 -17%
ISL
736
Ingalls & Snyder LLC
New York
$4.02M -$352K -9,940 -9%
AM
737
AGF Management
Ontario, Canada
$4M -$100K -2,827 -3%
PA
738
Perennial Advisors
New York
$3.99M +$22.4K +634 +0.6%
BMCM
739
Bryn Mawr Capital Management
Pennsylvania
$3.98M -$707K -19,979 -16%
SPC
740
Sigma Planning Corp
Michigan
$3.98M -$5.02M -141,807 -57%
IAIM
741
International Assets Investment Management
Florida
$3.97M +$108K +3,054 +3%
EWA
742
EP Wealth Advisors
California
$3.97M -$51.5K -1,456 -1%
PMG
743
ProVise Management Group
Florida
$3.96M -$312K -8,818 -8%
MAWAG
744
Mid-American Wealth Advisory Group
Missouri
$3.96M -$1.24M -34,931 -25%
FTF
745
Freedom Together Foundation
New York
$3.96M +$3.72M +105,087 New
IA
746
IFP Advisors
Florida
$3.95M -$729K -20,590 -16%
CP
747
CenterBook Partners
Connecticut
$3.95M -$9.44M -266,687 -72%
DWT
748
Dorsey & Whitney Trust
South Dakota
$3.89M +$796K +22,510 +28%
SWM
749
SeaCrest Wealth Management
New York
$3.88M +$483K +13,641 +16%
FFA
750
Fragasso Financial Advisors
Pennsylvania
$3.88M -$284K -8,039 -7%
28 29
30
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