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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$3.05M -$436K -1,269 -12%
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.04M +$65.4K +190 +2%
CC
803
Courier Capital
New York
$3.02M +$28.2K +82 +0.9%
IC
804
Intersect Capital
California
$3.01M -$321K -934 -9%
PFPT
805
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.01M -$115K -335 -4%
GC
806
Grace Capital
Massachusetts
$3M +$2.83M +8,226 +1,167%
AA
807
ALPS Advisors
Colorado
$3M -$69.8K -203 -2%
PGIM
808
Pacific Global Investment Management
California
$2.99M -$339K -987 -10%
FWM
809
Frontier Wealth Management
Missouri
$2.99M +$271K +788 +10%
P
810
Pitcairn
Pennsylvania
$2.99M +$6.19K +18 +0.2%
NSIM
811
North Star Investment Management
Illinois
$2.98M +$18.9K +55 +0.6%
BHWM
812
Bar Harbor Wealth Management
New Hampshire
$2.97M -$396K -1,150 -12%
GCP
813
GSA Capital Partners
United Kingdom
$2.96M -$3.2M -9,311 -51%
FFA
814
First Foundation Advisors
California
$2.96M +$905K +2,632 +42%
MWM
815
Marietta Wealth Management
Georgia
$2.95M +$66.7K +194 +2%
FTIOP
816
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.94M +$46.4K +135 +2%
OMCS
817
Old Mutual Customised Solutions
South Africa
$2.93M -$138K -400 -4%
HMS
818
Hanseatic Management Services
New Mexico
$2.93M +$188K +547 +7%
AIS
819
American Investment Services
Massachusetts
$2.93M -$2.34M -6,796 -44%
WCM
820
Wunderlich Capital Managemnt
Tennessee
$2.93M -$94.6K -275 -3%
RWA
821
Ropes Wealth Advisors
Massachusetts
$2.89M +$236K +686 +9%
HB
822
Homrich & Berg
Georgia
$2.87M -$1.35M -3,915 -31%
UR
823
USCA RIA
Texas
$2.85M +$187K +544 +7%
BA
824
Bristol Advisors
Pennsylvania
$2.85M +$2.92M +8,500 New
AI
825
Atria Investments
North Carolina
$2.83M +$388K +1,128 +15%
31 32
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