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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
501
Paces Ferry Wealth Advisors
Georgia
$294K -$1.27K -3 -0.4%
CI
502
Cigna Investments
Connecticut
$292K -$78.5K -186 -22%
SLWA
503
San Luis Wealth Advisors
California
$288K +$250K +592 New
EDRH
504
Edmond de Rothschild Holding
Switzerland
$284K -$11.4K -27 -4%
SAM
505
Seelaus Asset Management
New Jersey
$284K – – –
TC
506
Telemus Capital
Michigan
$283K +$5.91K +14 +2%
EGM
507
Engineers Gate Manager
New York
$282K -$14.8K -35 -5%
IB
508
Intrust Bank
Kansas
$282K -$2.11K -5 -0.8%
TA
509
Tiedemann Advisors
New York
$275K +$14.3K +34 +6%
KWM
510
Kolinsky Wealth Management
New Jersey
$272K -$63.3K -150 -19%
GT
511
Greenleaf Trust
Michigan
$271K +$10.5K +25 +4%
CIP
512
Convergence Investment Partners
Florida
$271K +$263K +624 New
DA
513
Duality Advisers
Florida
$271K +$264K +625 New
BSI
514
Bennett Selby Investments
Maine
$267K -$422 -1 -0.2%
LJHT
515
Laurie J. Hall Trustee
$267K – – –
LA
516
Legacy Advisors
Pennsylvania
$267K +$260K +616 New
IRF
517
IBM Retirement Fund
New York
$263K -$12.2K -29 -5%
PHIC
518
Pine Haven Investment Counsel
Massachusetts
$263K – – –
VI
519
Vestcor Inc
New Brunswick, Canada
$259K -$189K -448 -43%
CCA
520
Checchi Capital Advisers
California
$259K – – –
MGP
521
Metis Global Partners
California
$259K +$252K +597 New
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$251K -$8.02K -19 -3%
SFA
523
Sequoia Financial Advisors
Ohio
$251K +$30.4K +72 +14%
MIM
524
Martin Investment Management
Florida
$250K – – –
TAM
525
Tocqueville Asset Management
New York
$250K – – –
19 20
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