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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1301
TOBAM
France
$225K – – –
FMN
1302
Financial Management Network
California
$225K +$247K +893 New
AFAS
1303
Acorn Financial Advisory Services
Virginia
$224K -$20.8K -75 -8%
TA
1304
Tiedemann Advisors
New York
$224K – – –
ICP
1305
Interchange Capital Partners
Pennsylvania
$223K +$239K +863 New
GC
1306
Grimes & Company
Massachusetts
$222K +$237K +855 New
GAG
1307
GM Advisory Group
New York
$221K -$40.2K -145 -15%
LNB
1308
Ledyard National Bank
$221K – – –
TPCM
1309
Three Peaks Capital Management
Colorado
$221K – – –
CFG
1310
Cooper Financial Group
California
$220K -$1.94K -7 -0.8%
EAM
1311
Evanson Asset Management
California
$220K – – –
TAM
1312
Trillium Asset Management
Massachusetts
$220K – – –
WEC
1313
Winslow Evans & Crocker
Massachusetts
$220K +$115K +415 +95%
LNWTC
1314
Laird Norton Wetherby Trust Company
Washington
$220K +$235K +847 New
MGIA
1315
Moneta Group Investment Advisors
Missouri
$220K +$235K +847 New
EWM
1316
Executive Wealth Management
Michigan
$220K +$235K +848 New
BDF
1317
Balasa Dinverno & Foltz
$219K +$234K +845 New
HCP
1318
Hexagon Capital Partners
Arkansas
$218K -$222K -801 -49%
FFBTD
1319
First Financial Bank - Trust Division
Ohio
$218K – – –
PFT
1320
Providence First Trust
Arizona
$218K +$233K +840 New
TC
1321
Tacita Capital
Ontario, Canada
$217K +$232K +837 New
SFA
1322
Sequoia Financial Advisors
Ohio
$215K +$230K +830 New
SFG
1323
Sunburst Financial Group
Alabama
$214K – – –
YWP
1324
YorkBridge Wealth Partners
New York
$214K +$3.32K +12 +1%
HWMG
1325
Hurlow Wealth Management Group
Indiana
$214K +$228K +823 New
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