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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1051
Caprock Group
Idaho
$334K +$38.7K +124 +12%
DSC
1052
Duncker Streett & Co
Missouri
$333K -$2.5K -8 -0.7%
MBTD
1053
Mechanics Bank - Trust Department
California
$332K – – –
SEC
1054
Seven Eight Capital
New York
$331K +$360K +1,151 New
BBA
1055
BLB&B Advisors
Pennsylvania
$330K -$7.81K -25 -2%
AWM
1056
Atticus Wealth Management
Florida
$330K +$60.9K +195 +20%
CA
1057
Crewe Advisors
Utah
$329K +$51.5K +165 +17%
AL
1058
Aspiriant LLC
California
$326K +$1.87K +6 +0.5%
AIIMS
1059
Analyst IMS Investment Management Services
Israel
$325K -$26.2K -84 -7%
PCS
1060
Personal CFO Solutions
New Jersey
$324K -$8.75K -28 -2%
DU
1061
Delphia (USA)
Ontario, Canada
$324K +$133K +427 +61%
BP
1062
BBR Partners
New York
$321K – – –
CWM
1063
C2C Wealth Management
Arizona
$318K -$625 -2 -0.2%
PHS
1064
Pekin Hardy Strauss
Illinois
$316K +$69.7K +223 +25%
WPW
1065
Warther Private Wealth
Ohio
$315K -$351K -1,123 -50%
LI
1066
LMCG Investments
Massachusetts
$315K +$32.5K +104 +11%
HC
1067
Henshaw Capital
Massachusetts
$315K -$111K -354 -24%
TSS
1068
Two Sigma Securities
New York
$314K -$356K -1,140 -51%
IC
1069
Intersect Capital
California
$313K -$63.7K -204 -16%
PWP
1070
Principle Wealth Partners
Connecticut
$312K – – –
FPAS
1071
Focus Partners Advisor Solutions
Missouri
$311K +$66.8K +214 +25%
GP
1072
Girard Partners
Pennsylvania
$310K +$46.9K +150 +16%
CL
1073
CPWM LLC
Washington
$309K +$45.9K +147 +16%
EB
1074
Eastern Bank
Massachusetts
$307K -$55.9K -179 -14%
MHR
1075
Matthew Hamilton Rosenberg
$307K +$312 +1 +0.1%
41 42
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