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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1301
Interchange Capital Partners
Pennsylvania
$223K +$239K +863 New
GC
1302
Grimes & Company
Massachusetts
$222K +$237K +855 New
GAG
1303
GM Advisory Group
New York
$221K -$40.2K -145 -15%
LNB
1304
Ledyard National Bank
$221K – – –
TPCM
1305
Three Peaks Capital Management
Colorado
$221K – – –
CFG
1306
Cooper Financial Group
California
$220K -$1.94K -7 -0.8%
EAM
1307
Evanson Asset Management
California
$220K – – –
TAM
1308
Trillium Asset Management
Massachusetts
$220K – – –
WEC
1309
Winslow Evans & Crocker
Massachusetts
$220K +$115K +415 +95%
LNWTC
1310
Laird Norton Wetherby Trust Company
Washington
$220K +$235K +847 New
MGIA
1311
Moneta Group Investment Advisors
Missouri
$220K +$235K +847 New
EWM
1312
Executive Wealth Management
Michigan
$220K +$235K +848 New
BDF
1313
Balasa Dinverno & Foltz
$219K +$234K +845 New
HCP
1314
Hexagon Capital Partners
Arkansas
$218K -$222K -801 -49%
FFBTD
1315
First Financial Bank - Trust Division
Ohio
$218K – – –
PFT
1316
Providence First Trust
Arizona
$218K +$233K +840 New
TC
1317
Tacita Capital
Ontario, Canada
$217K +$232K +837 New
SFA
1318
Sequoia Financial Advisors
Ohio
$215K +$230K +830 New
SFG
1319
Sunburst Financial Group
Alabama
$214K – – –
YWP
1320
YorkBridge Wealth Partners
New York
$214K +$3.32K +12 +1%
HWMG
1321
Hurlow Wealth Management Group
Indiana
$214K +$228K +823 New
FFWM
1322
Future Financial Wealth Management
Ohio
$214K +$229K +825 New
EWA
1323
EP Wealth Advisors
California
$213K +$4.43K +16 +2%
T
1324
TRUADVICE
Florida
$213K +$243K +877 New
CT
1325
Caldwell Trust
Florida
$212K +$31.9K +115 +16%
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