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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
726
Conning Inc
Connecticut
$998K +$29.1K +143 +3%
MPPW
727
Mitchell & Pahl Private Wealth
Oklahoma
$992K +$97.1K +478 +11%
PP
728
PFS Partners
New Jersey
$985K +$32.1K +158 +4%
SL
729
Summitry LLC
California
$984K – – –
BBA
730
Baader Bank Aktiengesellschaft
Germany
$981K – – –
SWP
731
Stratos Wealth Partners
Ohio
$977K +$177K +871 +24%
CA
732
Cetera Advisors
Colorado
$976K +$153K +752 +20%
MWA
733
Meridian Wealth Advisors
Texas
$974K -$39.4K -194 -4%
DHFB
734
Dixon Hubard Feinour & Brown
Virginia
$972K +$110K +541 +14%
WB
735
Webster Bank
Connecticut
$968K -$61K -300 -6%
SBH
736
Segall Bryant & Hamill
Illinois
$967K -$126K -622 -12%
RZH
737
Relyea Zuckerberg Hanson
Connecticut
$967K +$2.64K +13 +0.3%
OWP
738
Obermeyer Wealth Partners
Colorado
$963K – – –
RIM
739
Regent Investment Management
Kentucky
$962K – – –
RWB
740
RMR Wealth Builders
New Jersey
$961K +$910K +4,477 New
CTC
741
Central Trust Company
Missouri
$957K +$11.8K +58 +1%
ANTB
742
AMG National Trust Bank
Colorado
$948K -$2.03K -10 -0.2%
WCA
743
Westover Capital Advisors
Delaware
$946K -$20.3K -100 -2%
LA
744
Lakeside Advisors
Washington
$943K -$24.4K -120 -3%
TAM
745
Trust Asset Management
Texas
$941K +$7.32K +36 +0.8%
PCMC
746
Private Capital Management (Colorado)
Colorado
$938K -$2.23K -11 -0.3%
DGAM
747
Desjardins Global Asset Management
Quebec, Canada
$937K -$6.71K -33 -0.7%
BIM
748
Baldwin Investment Management
Pennsylvania
$936K – – –
TA
749
TFG Advisers
Michigan
$926K +$7.32K +36 +0.8%
EFS
750
Essex Financial Services
Connecticut
$915K +$3.25K +16 +0.4%
28 29
30
31 32