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EBAY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Aberdeen Wealth Management
Illinois
$584K -$68.1K -1,236 -10%
SS
602
Simplicity Solutions
Minnesota
$580K +$614K +11,139 New
ACP
603
Ashfield Capital Partners
California
$577K – – –
CI
604
Conning Inc
Connecticut
$576K -$18.2K -330 -3%
WJWM
605
Williams Jones Wealth Management
New York
$575K -$247K -4,475 -29%
EPA
606
Element Pointe Advisors
Florida
$575K – – –
DT
607
Diversified Trust
Tennessee
$573K +$232K +4,210 +62%
SI
608
Stephens Inc
Arkansas
$570K +$606 +11 +0.1%
CCIA
609
Campbell & Co Investment Adviser
Maryland
$568K -$94.4K -1,714 -14%
CAAS
610
Capital Asset Advisory Services
Michigan
$568K -$29.8K -541 -5%
UAS
611
United Asset Strategies
New York
$568K +$601K +10,900 New
PCM
612
Perritt Capital Management
Illinois
$562K – – –
GCMG
613
Gyroscope Capital Management Group
Florida
$561K +$594K +10,776 New
CCA
614
Checchi Capital Advisers
California
$558K -$4.02K -73 -0.7%
UR
615
USCA RIA
Texas
$558K +$58.5K +1,061 +11%
MYIA
616
Mount Yale Investment Advisors
Colorado
$558K +$590K +10,709 New
WP
617
WealthSource Partners
California
$556K -$233K -4,234 -28%
TG
618
TCW Group
California
$555K -$20.7M -376,585 -97%
AAS
619
Avantax Advisory Services
Texas
$549K +$580K +10,525 New
BBHC
620
Brown Brothers Harriman & Co
New York
$539K -$44.1K -800 -7%
AC
621
Avestar Capital
New York
$538K -$97.6K -1,771 -15%
SC
622
SRB Corp
Massachusetts
$535K -$58.3K -1,059 -9%
PFM
623
Parsec Financial Management
North Carolina
$533K -$27.5K -500 -5%
PSUF
624
People's United Financial
Connecticut
$533K +$4.79K +87 +0.9%
OAM
625
Optimal Asset Management
California
$533K +$287K +5,201 +103%
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25
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