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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1176
Private Capital Advisors
Connecticut
$762K – – –
ROTUOC
1177
Regents of the University of California
California
$762K – – –
ED
1178
Exane Derivatives
France
$761K -$421K -9,597 -35%
RMCM
1179
Reynders McVeigh Capital Management
Massachusetts
$759K +$25.6K +585 +3%
LPT
1180
Legacy Private Trust
Wisconsin
$755K -$87.6K -2,000 -10%
HW
1181
Hancock Whitney
Mississippi
$751K +$3.81K +87 +0.5%
DWT
1182
Dorsey & Whitney Trust
South Dakota
$747K -$11K -251 -1%
CG
1183
Colony Group
Massachusetts
$746K +$70.5K +1,609 +10%
WP
1184
WealthSource Partners
California
$746K +$518K +11,810 +203%
LSA
1185
L & S Advisors
California
$741K -$293K -6,685 -28%
GVT
1186
Genesee Valley Trust
New York
$738K – – –
CAG
1187
Crestwood Advisors Group
Massachusetts
$734K -$20.4K -466 -3%
FBC
1188
Fairfield, Bush & Co
Connecticut
$730K -$3.07K -70 -0.4%
OCM
1189
Osterweis Capital Management
California
$730K -$2.94K -67 -0.4%
MWM
1190
Mission Wealth Management
California
$727K +$3.55K +81 +0.5%
RWA
1191
River Wealth Advisors
Pennsylvania
$723K -$12.1K -275 -2%
TCM
1192
Telos Capital Management
California
$721K -$1.88K -43 -0.3%
JWA
1193
JFS Wealth Advisors
Pennsylvania
$721K +$131 +3 +0%
FIM
1194
Freedom Investment Management
Connecticut
$719K +$112K +2,546 +18%
JA
1195
JLB & Associates
Michigan
$717K -$30.7K -700 -4%
CCMD
1196
Cypress Capital Management (Delaware)
Delaware
$714K – – –
ST
1197
Spinnaker Trust
Maine
$714K +$84.4K +1,925 +13%
MC
1198
Middleton & Co
Massachusetts
$712K -$7.45K -170 -1%
MIAN
1199
Mariner Independent Advisor Network
Kansas
$711K +$96.2K +2,196 +15%
WRM
1200
Weybosset Research & Management
Rhode Island
$710K -$19.7K -450 -3%
46 47
48
49 50