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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
901
Wedgewood Investors
Pennsylvania
$674K -$19.4K -85 -3%
LP
902
LMR Partners
United Kingdom
$673K +$58.1K +254 +10%
PWM
903
Perigon Wealth Management
California
$668K -$372K -1,625 -38%
PP
904
Patten & Patten
Tennessee
$668K – – –
TF
905
TLWM Financial
Texas
$667K +$611K +2,672 New
PI
906
Pettee Investors
Connecticut
$665K +$20.6K +90 +3%
EWM
907
Evercore Wealth Management
New York
$664K – – –
PCM
908
Parsons Capital Management
Rhode Island
$661K +$114K +500 +23%
FAIM
909
Financial Advocates Investment Management
Washington
$659K +$604K +2,642 New
SA
910
Strategic Advisors
New York
$657K +$26.3K +115 +5%
PC
911
Port Capital
Illinois
$654K +$599K +2,620 New
CFP
912
Cornerstone Financial Partners
North Carolina
$652K +$7.78K +34 +1%
CWM
913
Calamos Wealth Management
Illinois
$651K +$596K +2,607 New
MCA
914
Morris Capital Advisors
Pennsylvania
$649K -$229 -1 -0%
CHAM
915
Clear Harbor Asset Management
Connecticut
$648K – – –
HB
916
Homrich & Berg
Georgia
$647K +$29.7K +130 +5%
IB
917
Intrust Bank
Kansas
$644K +$44.1K +193 +8%
IR
918
Invictus RG
Bermuda
$642K +$588K +2,573 New
CONA
919
Capital One National Association
New York
$641K -$71.8K -314 -11%
ACP
920
Ashfield Capital Partners
California
$636K – – –
WCM
921
Weik Capital Management
Pennsylvania
$636K – – –
ST
922
Smithfield Trust
Pennsylvania
$633K +$71.8K +314 +14%
SFS
923
Sowell Financial Services
Arkansas
$632K +$6.17K +27 +1%
WIC
924
Woodmont Investment Counsel
Tennessee
$630K – – –
APP
925
Avantax Planning Partners
Iowa
$627K -$33.2K -145 -5%
35 36
37
38 39