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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1076
Mengis Capital Management
Oregon
$1.69M -$131K -5,100 -8%
JAFL
1077
Jay A. Fishman Ltd
Michigan
$1.69M -$738K -28,700 -33%
W
1078
Wealthfront
California
$1.69M -$650K -25,275 -30%
UOC
1079
UBS O'Connor
Illinois
$1.67M +$224K +8,710 +17%
MIAN
1080
Mariner Independent Advisor Network
Kansas
$1.66M +$1.51M +58,828 New
WAM
1081
Wealthspire Advisors (Maryland)
Maryland
$1.65M +$50.6K +1,965 +4%
CG
1082
Clinton Group
New York
$1.65M +$1.49M +57,887 New
BAM
1083
Boyar Asset Management
New York
$1.64M -$7.72K -300 -0.5%
PAMG
1084
Patton Albertson Miller Group
Tennessee
$1.64M +$14.6K +566 +1%
CNBT
1085
Canandaigua National Bank & Trust
New York
$1.64M -$28K -1,089 -2%
GWM
1086
Geneos Wealth Management
Colorado
$1.63M +$1.46M +56,890 New
AP
1087
Appleton Partners
Massachusetts
$1.62M +$103 +4 +0%
FNB
1088
First Niagara Bank
New York
$1.62M -$223K -8,652 -13%
AI
1089
Atria Investments
North Carolina
$1.61M -$798 -31 -0.1%
MM
1090
Meridian Management
Arkansas
$1.61M +$36.3K +1,410 +3%
BOH
1091
Bank of Hawaii
Hawaii
$1.6M -$11.4K -445 -0.8%
PJSIMP
1092
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.6M -$2.73K -106 -0.2%
WIC
1093
Woodmont Investment Counsel
Tennessee
$1.59M -$95.5K -3,712 -6%
GS
1094
GAM Systematic
United Kingdom
$1.58M +$54.9K +2,133 +4%
UAS
1095
United Asset Strategies
New York
$1.57M -$54.1K -2,102 -4%
BSW
1096
Buckingham Strategic Wealth
Missouri
$1.57M -$1.86M -72,479 -57%
MC
1097
Miles Capital
Iowa
$1.57M -$27.8K -1,081 -2%
CA
1098
Cornerstone Advisors
North Carolina
$1.57M – – –
CCA
1099
Catalyst Capital Advisors
New York
$1.56M +$365K +14,200 +35%
FPCG
1100
Fort Pitt Capital Group
Pennsylvania
$1.56M -$100K -3,886 -7%
42 43
44
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