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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
901
Perigon Wealth Management
California
$668K -$372K -1,625 -38%
PP
902
Patten & Patten
Tennessee
$668K – – –
TF
903
TLWM Financial
Texas
$667K +$611K +2,672 New
PI
904
Pettee Investors
Connecticut
$665K +$20.6K +90 +3%
EWM
905
Evercore Wealth Management
New York
$664K – – –
PCM
906
Parsons Capital Management
Rhode Island
$661K +$114K +500 +23%
FAIM
907
Financial Advocates Investment Management
Washington
$659K +$604K +2,642 New
SA
908
Strategic Advisors
New York
$657K +$26.3K +115 +5%
PC
909
Port Capital
Illinois
$654K +$599K +2,620 New
CFP
910
Cornerstone Financial Partners
North Carolina
$652K +$7.78K +34 +1%
CWM
911
Calamos Wealth Management
Illinois
$651K +$596K +2,607 New
MCA
912
Morris Capital Advisors
Pennsylvania
$649K -$229 -1 -0%
CHAM
913
Clear Harbor Asset Management
Connecticut
$648K – – –
HB
914
Homrich & Berg
Georgia
$647K +$29.7K +130 +5%
IB
915
Intrust Bank
Kansas
$644K +$44.1K +193 +8%
IR
916
Invictus RG
Bermuda
$642K +$588K +2,573 New
CONA
917
Capital One National Association
New York
$641K -$71.8K -314 -11%
ACP
918
Ashfield Capital Partners
California
$636K – – –
WCM
919
Weik Capital Management
Pennsylvania
$636K – – –
ST
920
Smithfield Trust
Pennsylvania
$633K +$71.8K +314 +14%
SFS
921
Sowell Financial Services
Arkansas
$632K +$6.17K +27 +1%
WIC
922
Woodmont Investment Counsel
Tennessee
$630K – – –
APP
923
Avantax Planning Partners
Iowa
$627K -$33.2K -145 -5%
SPIA
924
Steward Partners Investment Advisory
New York
$625K +$310K +1,356 +118%
VFPI
925
Vantage Financial Partners (Illinois)
Illinois
$625K +$572K +2,500 New
35 36
37
38 39