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EBAY

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
526
FSB Premier Wealth Management
Iowa
$588K +$189K +3,620 +49%
EWM
527
Empirical Wealth Management
Washington
$588K +$52 +1 +0%
UCFA
528
United Capital Financial Advisors
Texas
$587K +$14.8K +283 +3%
EI
529
Ellevest Inc
New York
$573K +$6.1K +117 +1%
BP
530
Ballentine Partners
Massachusetts
$573K +$65K +1,247 +13%
AG
531
Ascent Group
Virginia
$572K +$208K +3,992 +60%
MME
532
Meag Munich Ergo
Germany
$566K -$3.38M -64,809 -86%
WT
533
Whittier Trust
California
$560K -$7.61K -146 -1%
N
534
Natixis
France
$558K +$541K +10,386 New
VCA
535
Verdence Capital Advisors
Maryland
$547K +$68K +1,305 +15%
MIM
536
Marco Investment Management
Georgia
$544K -$1.82K -35 -0.3%
CWM
537
Chemistry Wealth Management
New York
$544K – – –
1SB
538
1ST Source Bank
Indiana
$544K -$9.33K -179 -2%
DFA
539
Davies Financial Advisors
California
$539K -$29.8K -571 -5%
KJHP
540
K.J. Harrison & Partners
Ontario, Canada
$537K +$521K +10,000 New
GLA
541
Great Lakes Advisors
Illinois
$537K -$24.3K -467 -4%
TCM
542
Twin Capital Management
Pennsylvania
$528K -$5.58K -107 -1%
JSSH
543
J. Safra Sarasin Holding
$523K +$507K +9,734 New
RGC
544
Roberts, Glore & Co
Illinois
$512K – – –
RHJA
545
Rice Hall James & Associates
California
$511K -$7.51K -144 -1%
FHB
546
First Hawaiian Bank
Hawaii
$505K -$249K -4,775 -34%
PCM
547
Perritt Capital Management
Illinois
$504K +$5.11K +98 +1%
TFA
548
Tranquilli Financial Advisor
New Jersey
$499K +$9.17K +176 +2%
CK
549
Cohen Klingenstein
New York
$494K – – –
DACG
550
Donor Advised Charitable Giving
California
$490K – – –
20 21
22
23 24