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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
676
49 Wealth Management
Texas
$241K -$20.6K -130 -7%
PAS
677
Park Avenue Securities
New York
$240K -$202K -1,275 -41%
SW
678
Simplicity Wealth
New Jersey
$239K +$292K +1,838 New
EWM
679
Empirical Wealth Management
Washington
$237K +$290K +1,825 New
FTWA
680
Fifth Third Wealth Advisors
Ohio
$236K -$61.6K -388 -18%
RCA
681
Resonant Capital Advisors
Wisconsin
$236K +$288K +1,816 New
PE
682
PCM Encore
Colorado
$232K +$13.8K +87 +5%
RDWM
683
Red Door Wealth Management
Tennessee
$232K +$26.7K +168 +10%
MC
684
Moors & Cabot
Massachusetts
$232K +$283K +1,782 New
OL
685
Optas LLC
Texas
$230K +$281K +1,768 New
OP
686
Oslo Pensjonsforsikring
$229K +$280K +1,764 New
AAB
687
ABN AMRO Bank
Netherlands
$229K -$506K -3,190 -64%
SW
688
SVB Wealth
Massachusetts
$228K -$293K -1,849 -51%
EP
689
Essential Planning
New Hampshire
$227K – – –
KA
690
Kozak & Associates
Colorado
$225K – – –
FSA
691
Fort Sheridan Advisors
Illinois
$225K +$115K +725 +72%
DE
692
Diversified Enterprises
Delaware
$223K +$273K +1,720 New
TFA
693
Trinity Financial Advisors
Ohio
$223K +$273K +1,719 New
PI
694
PineBridge Investments
New York
$222K -$3.42M -21,546 -93%
UB
695
UMB Bank
Missouri
$222K +$88.3K +556 +48%
JCM
696
Jacobi Capital Management
Pennsylvania
$221K +$270K +1,704 New
FFP
697
FourThought Financial Partners
Florida
$221K +$270K +1,703 New
BOH
698
Bank of Hawaii
Hawaii
$221K – – –
AFC
699
AFT Forsyth & Company
Florida
$220K – – –
IWC
700
Integrated Wealth Concepts
Massachusetts
$219K +$118K +742 +79%
26 27
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