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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
576
Parsec Financial Management
North Carolina
$447K -$26.6K -766 -6%
PCM
577
Perritt Capital Management
Illinois
$444K -$17.3K -500 -4%
SC
578
Scotia Capital
Ontario, Canada
$439K +$410K +11,826 New
MIAN
579
Mariner Independent Advisor Network
Kansas
$438K +$3.96K +114 +1%
BFO
580
Biltmore Family Office
North Carolina
$433K – – –
BCM
581
BBT Capital Management
Texas
$430K +$402K +11,588 New
UB
582
UMB Bank
Missouri
$425K -$24.7K -713 -6%
GFP
583
Gryphon Financial Partners
Ohio
$423K -$75.1K -2,164 -16%
PWMG
584
Prestige Wealth Management Group
New Jersey
$419K +$381K +10,972 +3,670%
CMBA
585
C.M. Bidwell & Associates
Hawaii
$409K +$382K +11,020 New
CS
586
Comerica Securities
Michigan
$408K +$1.84K +53 +0.5%
LAM
587
Lingohr Asset Management
Germany
$405K – – –
FB
588
Fulton Bank
Pennsylvania
$405K +$9.44K +272 +3%
GT
589
Greenleaf Trust
Michigan
$404K +$60.2K +1,735 +19%
WA1
590
Wimmer Associates 1
California
$398K – – –
NPA
591
Nichols & Pratt Advisers
Massachusetts
$397K -$55.5K -1,600 -13%
WA
592
Wealth Architects
California
$391K +$833 +24 +0.2%
CCA
593
Checchi Capital Advisers
California
$384K -$14.3K -412 -4%
LOAME
594
Lombard Odier Asset Management (Europe)
United Kingdom
$378K – – –
AIA
595
AIMZ Investment Advisors
California
$377K +$35 +1 +0%
TF
596
TIAA FSB
Florida
$377K +$352K +10,145 New
WT
597
Whittier Trust
California
$374K – – –
BWP
598
Baldwin Wealth Partners
Massachusetts
$373K – – –
RGC
599
Roberts, Glore & Co
Illinois
$373K – – –
PAMG
600
Patton Albertson Miller Group
Tennessee
$371K -$353K -10,163 -50%
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24
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