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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Cynosure Advisors
Utah
$576K +$589K +3,940 New
LSAG
727
Lake Street Advisors Group
New Hampshire
$576K +$589K +3,941 New
CCM
728
Compton Capital Management
Rhode Island
$574K – – –
CPC
729
Congress Park Capital
New York
$574K +$587K +3,930 New
PCM
730
Pointe Capital Management
Michigan
$565K -$121K -812 -17%
SIA
731
Starfire Investment Advisers
Michigan
$565K +$578K +3,868 New
CONA
732
Capital One National Association
New York
$561K -$26.9K -180 -4%
S
733
SignatureFD
Georgia
$561K +$23.9K +160 +4%
IA
734
IFG Advisory
Georgia
$560K +$573K +3,833 New
TSW
735
Thompson Siegel & Walmsley
Virginia
$556K +$8.96K +60 +2%
BHA
736
Beech Hill Advisors
New York
$555K – – –
STA
737
Summit Trail Advisors
New York
$550K +$541K +3,620 New
CCA
738
Checchi Capital Advisers
California
$543K +$12.3K +82 +2%
IA
739
IFP Advisors
Florida
$542K +$39K +261 +8%
MRCM
740
M&R Capital Management
New Jersey
$532K +$23.2K +155 +4%
FNBT
741
FineMark National Bank & Trust
Florida
$526K – – –
CAW
742
Cornerstone Advisors (Washington)
Washington
$523K -$87.5K -586 -14%
MMPW
743
Mitchell McLeod Pugh & Williams
Alabama
$519K – – –
CPA
744
Capital Planning Advisors
California
$515K +$233K +1,557 +79%
1WA
745
180 Wealth Advisors
Washington
$513K +$525K +3,513 New
FNB
746
Farmers National Bank
Kentucky
$511K -$65K -435 -11%
TAM
747
Taurus Asset Management
New York
$511K – – –
CC
748
Courier Capital
New York
$503K -$13.7K -92 -3%
CA
749
Cetera Advisors
Colorado
$501K +$2.09K +14 +0.4%
GIA
750
Guyasuta Investment Advisors
Pennsylvania
$498K – – –
28 29
30
31 32