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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
801
CenterBook Partners
Connecticut
$492K +$225K +2,293 +113%
AW
802
ACG Wealth
Georgia
$490K -$52K -530 -11%
MLIC
803
Mandatum Life Insurance Company
Finland
$487K -$1.27M -12,968 -75%
VVP
804
Venture Visionary Partners
Ohio
$487K +$4.12K +42 +1%
BTI
805
Blue Trust Inc
Georgia
$486K +$438K +4,467 New
SSB
806
Sandy Spring Bank
Maryland
$483K -$46.9K -478 -10%
CGPCS
807
Capital Group Private Client Services
California
$483K – – –
FG
808
Foster Group
Iowa
$477K -$883 -9 -0.2%
ECM
809
Evergreen Capital Management
Washington
$475K -$228K -2,322 -36%
SF
810
Synovus Financial
Georgia
$473K -$55K -561 -12%
SFP
811
Sandbox Financial Partners
Maryland
$473K – – –
II
812
Ibex Investors
Colorado
$472K -$534K -5,450 -57%
CL
813
CPWM LLC
Washington
$472K +$126K +1,288 +45%
IGWM
814
ICA Group Wealth Management
Colorado
$471K – – –
MCC
815
Malaga Cove Capital
California
$468K – – –
KFP
816
KMG Fiduciary Partners
Ohio
$467K -$1.11M -11,284 -73%
EWA
817
EP Wealth Advisors
California
$467K -$53.5K -546 -12%
GI
818
GAMCO Investors
Connecticut
$463K +$196K +2,000 +97%
RIL
819
Rothschild Investment LLC
Illinois
$462K -$67.8K -691 -15%
BL
820
Balentine LLC
Georgia
$461K -$353K -3,603 -47%
PP
821
PDS Planning
Ohio
$461K +$79.3K +809 +25%
ACP
822
Aviance Capital Partners
Florida
$460K -$136K -1,385 -25%
DCM
823
Deuterium Capital Management
Florida
$458K -$285K -2,908 -42%
TA
824
Tiedemann Advisors
New York
$458K +$196 +2 +0%
LAM
825
Lynch Asset Management
Pennsylvania
$456K -$218K -2,225 -36%
31 32
33
34 35