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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1101
CPWM LLC
Washington
$3.79M -$2.85M -15,857 -40%
PTC
1102
Private Trust Company
Ohio
$3.73M +$710K +3,956 +20%
PMG
1103
ProVise Management Group
Florida
$3.72M +$561K +3,126 +16%
LOAME
1104
Lombard Odier Asset Management (Europe)
United Kingdom
$3.71M -$461K -2,568 -10%
OIA
1105
OneDigital Investment Advisors
Kansas
$3.69M +$457K +2,545 +12%
MCG
1106
Meru Capital Group
New York
$3.67M +$4.12M +22,940 New
BA
1107
Bristlecone Advisors
Washington
$3.65M -$1.2M -6,682 -23%
MIP
1108
Marietta Investment Partners
Wisconsin
$3.64M -$8.02M -44,673 -66%
MS
1109
Marshall & Sullivan
Washington
$3.63M -$30.7K -171 -0.7%
IB
1110
Intrust Bank
Kansas
$3.62M -$94.3K -525 -2%
PWS
1111
Peloton Wealth Strategists
Indiana
$3.59M +$1.13M +6,275 +8%
FWM
1112
Focused Wealth Management
New York
$3.58M -$10.1K -56 -0.2%
WAM
1113
Weatherly Asset Management
California
$3.57M -$7.36K -41 -0.2%
YIA
1114
YHB Investment Advisors
Connecticut
$3.56M +$116K +647 +3%
WTC
1115
WhitTier Trust Company
Nevada
$3.53M +$563K +3,134 +17%
OIA
1116
Optimum Investment Advisors
Illinois
$3.52M -$189K -1,050 -5%
TW
1117
Transform Wealth
Colorado
$3.52M +$787K +4,383 +25%
CSS
1118
Cubist Systematic Strategies
Connecticut
$3.51M -$8.61M -47,945 -69%
PWSG
1119
Pacific Wealth Strategies Group
California
$3.51M -$492K -2,739 -11%
FIM
1120
Freedom Investment Management
Connecticut
$3.5M +$351K +1,953 +10%
CPC
1121
Congress Park Capital
New York
$3.48M +$962K +5,360 +33%
SBL
1122
Sargent Bickham Lagudis
Colorado
$3.47M -$313K -1,746 -7%
AF
1123
Aldebaran Financial
$3.45M -$36.6K -204 -0.9%
JFGIW
1124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.4M +$260K +1,450 +7%
PWPCM
1125
Perella Weinberg Partners Capital Management
New York
$3.39M -$3.86M -21,482 -50%
43 44
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