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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1076
Circle Wealth Management
New Jersey
$995K +$417K +2,222 +90%
GRP
1077
Global Retirement Partners
California
$992K +$8.44K +45 +1%
NCM
1078
Narwhal Capital Management
Georgia
$981K – – –
PTC
1079
Private Trust Company
Ohio
$977K -$6.57K -35 -0.8%
PIA
1080
Perennial Investment Advisors
California
$977K +$865K +4,611 New
IC
1081
Intersect Capital
California
$971K – – –
CBU
1082
CIBC Bank USA
Illinois
$969K +$30.4K +162 +4%
CIP
1083
Capital Insight Partners
Arizona
$965K +$24.8K +132 +3%
IG
1084
ING Group
Netherlands
$964K -$47.2M -251,338 -98%
PFS
1085
Prospera Financial Services
Texas
$963K +$127K +675 +17%
NIM
1086
NuWave Investment Management
New Jersey
$960K +$843K +4,494 +14,044%
RHBC
1087
R.H. Bluestein & Co
Michigan
$954K -$93.8K -500 -10%
GDP
1088
Great Diamond Partners
Maine
$954K +$845K +4,502 New
FUBT
1089
First United Bank & Trust
Maryland
$942K -$67.7K -361 -8%
CAM
1090
Chesapeake Asset Management
New York
$942K +$834K +4,443 New
ZB
1091
Zions Bancorporation
Utah
$940K +$144K +769 +21%
TBA
1092
Tower Bridge Advisors
Pennsylvania
$938K +$17.4K +93 +2%
GAG
1093
GM Advisory Group
New York
$936K -$235K -1,250 -22%
JHCP
1094
Jackson Hole Capital Partners
Oklahoma
$929K +$263K +1,402 +47%
BPCE
1095
Bank Pictet & Cie (Europe)
Germany
$927K +$446K +2,378 +7%
SSWM
1096
Sheets Smith Wealth Management
North Carolina
$917K +$441K +2,348 +118%
AMC
1097
Asset Management Corp
Illinois
$917K +$812K +4,325 New
BDWM
1098
Brewin Dolphin Wealth Management
Ireland
$910K +$18.8K +100 +2%
MCP
1099
Mirador Capital Partners
California
$907K -$1.72M -9,158 -68%
GIA
1100
Granite Investment Advisors
New Hampshire
$902K – – –
42 43
44
45 46