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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1376
Cooper Financial Group
California
$211K +$215K +913 New
CPO
1377
Cerity Partners OCIO
New York
$210K -$12K -51 -5%
WWM
1378
Western Wealth Management
Colorado
$209K +$212K +904 New
QCM
1379
Quantinno Capital Management
New York
$209K +$213K +905 New
IIC
1380
Ironwood Investment Counsel
Arizona
$208K – – –
RWA
1381
Ropes Wealth Advisors
Massachusetts
$208K – – –
TWM
1382
Tradition Wealth Management
Minnesota
$208K +$18.8K +80 +10%
NSIM
1383
North Star Investment Management
Illinois
$207K -$68.6K -292 -25%
IIA
1384
IPG Investment Advisors
California
$207K – – –
CGA
1385
Crescent Grove Advisors
Illinois
$207K +$210K +893 New
SCM
1386
Sitrin Capital Management
California
$206K – – –
9WM
1387
9258 Wealth Management
Ohio
$206K +$209K +891 New
MIP
1388
Mondrian Investment Partners
United Kingdom
$206K +$210K +892 New
CT
1389
Cambridge Trust
Massachusetts
$205K +$24K +102 +13%
NP
1390
NorthRock Partners
Minnesota
$204K -$344K -1,463 -62%
PIA
1391
Perennial Investment Advisors
California
$204K -$189K -805 -48%
JSC
1392
Jackson Square Capital
California
$204K -$12.9K -55 -6%
MHR
1393
Matthew Hamilton Rosenberg
$204K +$6.34K +27 +3%
BG
1394
Benedetti & Gucer
Georgia
$204K +$208K +885 New
GA
1395
Geller Advisors
New York
$203K +$205K +874 New
ASBI
1396
American State Bank (Iowa)
Iowa
$202K – – –
TAM
1397
Trillium Asset Management
Massachusetts
$202K – – –
TA
1398
Tiedemann Advisors
New York
$202K +$3.29K +14 +2%
SP
1399
Successful Portfolios
Florida
$202K +$5.88K +25 +3%
TPCW
1400
TD Private Client Wealth
New York
$201K +$3.76K +16 +2%
54 55
56
57 58