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BIDU

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
451
Summit X LLC
Missouri
$249K +$292K +2,394 New
RI
452
Ridgewood Investments
New Jersey
$247K -$122 -1 -0%
SCA
453
Snowden Capital Advisors
New York
$243K +$51.3K +421 +21%
PA
454
Pinnacle Associates
New York
$240K -$24.4K -200 -8%
SIC
455
Salem Investment Counselors
North Carolina
$237K +$168K +1,375 +140%
SW
456
SVB Wealth
Massachusetts
$236K +$46.8K +384 +20%
MSE
457
MUFG Securities EMEA
United Kingdom
$234K +$283K +2,320 New
LOPW
458
Live Oak Private Wealth
North Carolina
$231K +$279K +2,292 New
HAG
459
HighPoint Advisor Group
Illinois
$230K -$2.44K -20 -0.9%
DC
460
Davenport & Co
Virginia
$230K +$35.9K +295 +15%
CB
461
Commerce Bank
Missouri
$226K -$25.9K -213 -9%
DADC
462
D.A. Davidson & Co
Montana
$225K -$236K -1,941 -46%
AF
463
Advisornet Financial
Minnesota
$223K +$203K +1,665 +303%
CC
464
Copperleaf Capital
North Carolina
$222K -$29.1K -239 -10%
MCA
465
Mercer Capital Advisers
New Jersey
$222K +$91.4K +750 +52%
WP
466
WealthPLAN Partners
Nebraska
$221K +$281K +2,306 New
P
467
Pitcairn
Pennsylvania
$220K -$58K -476 -18%
KFC
468
Klingenstein Fields & Co
New York
$220K – – –
PTC
469
Private Trust Company
Ohio
$211K +$256K +2,100 New
CS
470
Capital Square
Tennessee
$210K +$254K +2,085 New
GRP
471
Global Retirement Partners
California
$207K -$52.6K -432 -17%
AWM
472
Adams Wealth Management
Utah
$207K -$20K -164 -7%
EH
473
Equitable Holdings
New York
$204K -$836K -6,864 -77%
SAM
474
Silvercrest Asset Management
New York
$203K – – –
SPM
475
Symmetry Peak Management
Pennsylvania
$202K -$1.88M -15,400 -89%
17 18
19
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