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Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1551
Legacy Private Trust
Wisconsin
$806K – – –
BC
1552
Burleson & Co
California
$805K – – –
KC
1553
Kingfisher Capital
North Carolina
$804K -$1.31M -26,082 -63%
DWT
1554
Dorsey & Whitney Trust
South Dakota
$804K -$3.67K -73 -0.5%
MPAM
1555
Murphy Pohlad Asset Management
Minnesota
$801K – – –
QPWM
1556
Quadrant Private Wealth Management
Pennsylvania
$801K +$19.9K +396 +3%
SC
1557
Saybrook Capital
North Carolina
$799K – – –
CFA
1558
Capstone Financial Advisors
Illinois
$798K -$27.2K -540 -3%
CMI
1559
Clare Market Investments
Texas
$797K +$761K +15,129 New
MWA
1560
Marshall Wace Asia
Hong Kong
$797K +$761K +15,113 New
AFA
1561
Atlanta Financial Associates
Georgia
$794K – – –
FSC
1562
Full Sail Capital
Oklahoma
$793K -$68.7K -1,364 -8%
PIG
1563
Pantheon Investment Group
California
$792K +$156K +3,094 +26%
F
1564
F3Logic
Minnesota
$791K -$1.37M -27,304 -65%
SWM
1565
Selective Wealth Management
Virginia
$791K -$34.7K -690 -4%
MAM
1566
Morse Asset Management
Connecticut
$791K -$19.4K -385 -3%
IR
1567
IAT Reinsurance
New York
$791K – – –
SG
1568
Stonnington Group
California
$791K +$736K +14,630 New
HIA
1569
Harbor Investment Advisory
Maryland
$788K -$10.3K -205 -1%
LWP
1570
Lumature Wealth Partners
Georgia
$788K +$10.6K +210 +1%
BPB
1571
Badgley, Phelps & Bell
Washington
$787K -$30.4K -604 -4%
ATPW
1572
Ashton Thomas Private Wealth
Arizona
$786K +$28.3K +563 +4%
OIM
1573
Oder Investment Management
California
$786K – – –
IC
1574
Intersect Capital
California
$786K +$8.91K +177 +1%
BIM
1575
Baldwin Investment Management
Pennsylvania
$785K -$15.1K -300 -2%
61 62
63
64 65