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Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
726
Fort Sheridan Advisors
Illinois
$4.13M +$159K +4,501 +4%
FI
727
FJ Investments
Utah
$4.12M +$3.87M +109,337 New
VFA
728
Valeo Financial Advisors
Indiana
$4.11M +$89.6K +2,531 +2%
GFS
729
GYL Financial Synergies
Connecticut
$4.1M -$1.71M -48,189 -31%
GIP
730
Greatmark Investment Partners
Georgia
$4.1M -$282K -7,964 -7%
FMC
731
First Merchants Corp
Indiana
$4.08M -$164K -4,622 -4%
BL
732
BFSG LLC
California
$4.08M -$285K -8,067 -7%
FTDI
733
First Trust Direct Indexing
Massachusetts
$4.07M +$799K +22,580 +26%
NB
734
NBT Bank
New York
$4.05M +$9.84K +278 +0.3%
KWM
735
Kingsview Wealth Management
Oregon
$4.04M +$142K +4,023 +4%
FT
736
Fiduciary Trust
Massachusetts
$4.02M -$780K -22,055 -17%
ISL
737
Ingalls & Snyder LLC
New York
$4.02M -$352K -9,940 -9%
AM
738
AGF Management
Ontario, Canada
$4M -$100K -2,827 -3%
PA
739
Perennial Advisors
New York
$3.99M +$22.4K +634 +0.6%
BMCM
740
Bryn Mawr Capital Management
Pennsylvania
$3.98M -$707K -19,979 -16%
SPC
741
Sigma Planning Corp
Michigan
$3.98M -$5.02M -141,807 -57%
IAIM
742
International Assets Investment Management
Florida
$3.97M +$108K +3,054 +3%
EWA
743
EP Wealth Advisors
California
$3.97M -$51.5K -1,456 -1%
PMG
744
ProVise Management Group
Florida
$3.96M -$312K -8,818 -8%
MAWAG
745
Mid-American Wealth Advisory Group
Missouri
$3.96M -$1.24M -34,931 -25%
FTF
746
Freedom Together Foundation
New York
$3.96M +$3.72M +105,087 New
IA
747
IFP Advisors
Florida
$3.95M -$729K -20,590 -16%
CP
748
CenterBook Partners
Connecticut
$3.95M -$9.44M -266,687 -72%
DWT
749
Dorsey & Whitney Trust
South Dakota
$3.89M +$796K +22,510 +28%
SWM
750
SeaCrest Wealth Management
New York
$3.88M +$483K +13,641 +16%
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