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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
651
Rodgers Brothers
Pennsylvania
$207K -$28.7K -1,136 -12%
OWP
652
Obermeyer Wealth Partners
Colorado
$206K – – –
AWE
653
Avidian Wealth Enterprises
Texas
$206K +$204K +8,092 New
BST
654
Bath Savings Trust
Maine
$204K +$6.61K +262 +3%
SAS
655
Spectrum Advisory Services
Georgia
$203K +$201K +7,976 New
CL
656
CSS LLC
Illinois
$202K +$7.01K +278 +4%
CD
657
Carl Domino
Florida
$201K +$199K +7,904 New
CSS
658
Cubist Systematic Strategies
Connecticut
$200K -$878K -34,800 -82%
BAM
659
Barrett Asset Management
New York
$197K -$269K -10,645 -58%
EFSCE
660
Enterprise Financial Services Corp (EFSC)
Missouri
$187K -$11.9K -473 -6%
WEC
661
Winslow Evans & Crocker
Massachusetts
$181K +$101 +4 +0.1%
IIC
662
Integrated Investment Consultants
Michigan
$181K +$180K +7,135 New
APSP
663
Asset Planning Services (Pennsylvania)
Pennsylvania
$179K +$135K +5,360 +316%
HCM
664
Highlander Capital Management
New Jersey
$177K – – –
EDRS
665
Edmond de Rothschild (Suisse)
Switzerland
$175K +$959 +38 +0.6%
AIM
666
Anchor Investment Management
South Carolina
$174K +$173K +6,867 New
VIA
667
Vantage Investment Advisors
Pennsylvania
$173K -$6.76K -268 -4%
ZB
668
Zions Bancorporation
Utah
$170K -$124K -4,908 -43%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K +$14.1K +557 +9%
SIM
670
Sonora Investment Management
Arizona
$164K +$43K +1,705 +39%
WAM
671
Wealthspire Advisors (Maryland)
Maryland
$163K +$66.4K +2,631 +70%
CIS
672
Connors Investor Services
Pennsylvania
$162K +$161K +6,389 New
GWS
673
Glassman Wealth Services
Virginia
$160K – – –
MBT
674
Monroe Bank & Trust
Michigan
$160K – – –
S
675
SignatureFD
Georgia
$159K +$60.7K +2,406 +62%
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