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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
376
Commerce Bank
Missouri
$263K +$280K +3,409 New
CWM
377
Centric Wealth Management
Illinois
$262K – – –
FDCDDQ
378
Federation des caisses Desjardins du Quebec
Quebec, Canada
$258K +$6.41K +78 +2%
BBW
379
Blue Barn Wealth
Utah
$257K -$1.64K -20 -0.6%
LAS
380
LWM Advisory Services
Florida
$255K – – –
BPCE
381
Bank Pictet & Cie (Europe)
Germany
$254K +$822 +10 +0.3%
HNB
382
Huntington National Bank
Ohio
$246K -$2.88K -35 -1%
LNC
383
Lincoln National Corp
Pennsylvania
$243K +$12K +146 +5%
BFG
384
Bleakley Financial Group
New Jersey
$242K -$15.9K -194 -6%
SS
385
Simplicity Solutions
Minnesota
$242K -$15.9K -194 -6%
MFFIA
386
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$242K – – –
BP
387
Ballentine Partners
Massachusetts
$237K +$21.2K +258 +9%
PWM
388
Perigon Wealth Management
California
$234K -$10.7K -130 -4%
AP
389
Arlington Partners
Alabama
$225K +$42.2K +513 +21%
AT
390
Arlington Trust
Alabama
$225K +$240K +2,917 New
PHS
391
Pekin Hardy Strauss
Illinois
$222K -$22.4K -272 -9%
MG
392
Marex Group
$222K +$31.7K +386 +15%
IWM
393
IHT Wealth Management
Illinois
$220K +$13.8K +168 +6%
FWM
394
FFT Wealth Management
Pennsylvania
$216K -$22.1K -269 -9%
CT
395
Chicago Trust
Illinois
$216K -$12K -146 -5%
IFA
396
Index Fund Advisors
California
$216K +$230K +2,800 New
IC
397
IEQ Capital
California
$214K +$228K +2,771 New
CS
398
Cannell & Spears
New York
$212K – – –
VFA
399
Valeo Financial Advisors
Indiana
$205K +$3.7K +45 +2%
CAM
400
Claret Asset Management
Quebec, Canada
$205K – – –
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16
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