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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1401
BigSur Wealth Management
Florida
$560K +$21.8K +154 +5%
AA
1402
ALPS Advisors
Colorado
$558K -$122K -861 -18%
CCB
1403
Cutter & Co Brokerage
Missouri
$554K +$54.7K +386 +11%
SHWM
1404
Smith & Howard Wealth Management
Georgia
$553K -$54K -381 -9%
SIA
1405
Starfire Investment Advisers
Michigan
$553K – – –
BC
1406
Barnett & Company
Tennessee
$548K -$3.83K -27 -0.7%
BFIM
1407
Beese Fulmer Investment Management
Ohio
$548K – – –
GS
1408
GAM Systematic
United Kingdom
$547K +$355K +2,502 +205%
DIA
1409
Davidson Investment Advisors
Montana
$546K -$24.1K -170 -4%
FA
1410
FMA Advisory
Pennsylvania
$543K +$525K +3,700 New
BHA
1411
Beech Hill Advisors
New York
$542K – – –
MBT
1412
Montecito Bank & Trust
California
$540K +$35.5K +250 +7%
HH
1413
Hilltop Holdings
Texas
$538K -$3.12K -22 -0.6%
FI
1414
FormulaFolio Investments
Michigan
$538K +$131K +927 +34%
NPA
1415
Nichols & Pratt Advisers
Massachusetts
$534K – – –
PCMC
1416
Paragon Capital Management (Colorado)
Colorado
$533K +$515K +3,631 New
EWA
1417
Exencial Wealth Advisors
Oklahoma
$532K -$24.7K -174 -5%
CWM
1418
Cornerstone Wealth Management
Missouri
$529K +$199K +1,406 +63%
FFBTD
1419
First Financial Bank - Trust Division
Ohio
$527K -$32.6K -230 -6%
CCT
1420
Country Club Trust
Missouri
$522K +$284 +2 +0.1%
OWP
1421
Obermeyer Wealth Partners
Colorado
$522K +$42.5K +300 +9%
GBT
1422
Grove Bank & Trust
Florida
$516K -$646K -4,554 -56%
CPO
1423
Cerity Partners OCIO
New York
$516K +$41.3K +291 +9%
DWM
1424
Destination Wealth Management
California
$515K +$122K +860 +33%
SFFS
1425
Stonehage Fleming Financial Services
Jersey
$514K -$86.5K -610 -15%
55 56
57
58 59