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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1276
Personal CFO Solutions
New Jersey
$2M +$30.9K +95 +2%
DBRC
1277
D.B. Root & Company
Pennsylvania
$1.99M -$382K -1,174 -17%
LSAG
1278
Lake Street Advisors Group
New Hampshire
$1.99M -$22.1K -68 -1%
EWM
1279
Elmwood Wealth Management
California
$1.99M – – –
HI
1280
HBK Investments
Texas
$1.98M +$1.91M +5,863 New
SB
1281
Simmons Bank
Arkansas
$1.98M -$218K -671 -10%
BWM
1282
BNC Wealth Management
Oregon
$1.97M +$1.9M +5,834 New
ARMT
1283
Amica Retiree Medical Trust
Rhode Island
$1.97M – – –
KLI
1284
Kelman-Lazarov Inc
Tennessee
$1.96M -$406K -1,249 -18%
IIM
1285
Intact Investment Management
Quebec, Canada
$1.96M +$228K +700 +14%
ACS
1286
Archford Capital Strategies
Illinois
$1.96M -$265K -815 -12%
GFP
1287
Gryphon Financial Partners
Ohio
$1.96M +$153K +472 +9%
PA
1288
Paragon Advisors
Texas
$1.95M -$87.1K -268 -4%
CMANY
1289
Capital Management Associates (New York)
New York
$1.95M -$11.4K -35 -0.6%
WPW
1290
Waldron Private Wealth
Pennsylvania
$1.93M +$160K +491 +9%
GCA
1291
Genesee Capital Advisors
New York
$1.93M -$38.4K -118 -2%
EFSCE
1292
Enterprise Financial Services Corp (EFSC)
Missouri
$1.93M -$14K -43 -0.7%
HCM
1293
Howland Capital Management
Massachusetts
$1.93M – – –
EFEM
1294
Eos Focused Equity Management
New York
$1.91M -$492K -1,513 -21%
IPW
1295
Inlet Private Wealth
Florida
$1.91M – – –
FPS
1296
Fieldpoint Private Securities
Connecticut
$1.91M -$20.5K -63 -1%
CLOS
1297
Compagnie Lombard Odier SCmA
Switzerland
$1.9M +$963K +2,963 +111%
LNB
1298
Ledyard National Bank
$1.9M +$51.4K +158 +3%
BDF
1299
Balasa Dinverno & Foltz
$1.9M +$46.8K +144 +3%
PLFAM
1300
Pineno Levin & Ford Asset Management
Virginia
$1.88M – – –
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