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EBAY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Aberdeen Wealth Management
Illinois
$589K +$52 +1 +0%
FPWM
527
FSB Premier Wealth Management
Iowa
$588K +$189K +3,620 +49%
EWM
528
Empirical Wealth Management
Washington
$588K +$52 +1 +0%
UCFA
529
United Capital Financial Advisors
Texas
$587K +$14.8K +283 +3%
EI
530
Ellevest Inc
New York
$573K +$6.1K +117 +1%
BP
531
Ballentine Partners
Massachusetts
$573K +$65K +1,247 +13%
AG
532
Ascent Group
Virginia
$572K +$208K +3,992 +60%
MME
533
Meag Munich Ergo
Germany
$566K -$3.38M -64,809 -86%
WT
534
Whittier Trust
California
$560K -$7.61K -146 -1%
N
535
Natixis
France
$558K +$541K +10,386 New
VCA
536
Verdence Capital Advisors
Maryland
$547K +$68K +1,305 +15%
MIM
537
Marco Investment Management
Georgia
$544K -$1.82K -35 -0.3%
CWM
538
Chemistry Wealth Management
New York
$544K – – –
1SB
539
1ST Source Bank
Indiana
$544K -$9.33K -179 -2%
DFA
540
Davies Financial Advisors
California
$539K -$29.8K -571 -5%
KJHP
541
K.J. Harrison & Partners
Ontario, Canada
$537K +$521K +10,000 New
GLA
542
Great Lakes Advisors
Illinois
$537K -$24.3K -467 -4%
TCM
543
Twin Capital Management
Pennsylvania
$528K -$5.58K -107 -1%
JSSH
544
J. Safra Sarasin Holding
$523K +$507K +9,734 New
RGC
545
Roberts, Glore & Co
Illinois
$512K – – –
RHJA
546
Rice Hall James & Associates
California
$511K -$7.51K -144 -1%
FHB
547
First Hawaiian Bank
Hawaii
$505K -$249K -4,775 -34%
PCM
548
Perritt Capital Management
Illinois
$504K +$5.11K +98 +1%
TFA
549
Tranquilli Financial Advisor
New Jersey
$499K +$9.17K +176 +2%
CK
550
Cohen Klingenstein
New York
$494K – – –
20 21
22
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