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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1226
Bison Wealth
Georgia
$666K -$37K -351 -6%
CPO
1227
Cerity Partners OCIO
New York
$666K – – –
CIC
1228
Carnegie Investment Counsel
Ohio
$666K +$31.4K +298 +5%
MWM
1229
Mission Wealth Management
California
$664K +$233K +2,205 +61%
WC
1230
Whitney & Co
New York
$654K – – –
TNBTD
1231
Trustmark National Bank Trust Department
Mississippi
$649K -$335K -3,175 -36%
SIM
1232
SSI Investment Management
California
$649K +$211 +2 +0%
I
1233
IberiaBank
Louisiana
$648K +$15.8K +150 +3%
ED
1234
Exane Derivatives
France
$648K -$20M -189,456 -97%
HCIA
1235
Hochman Cole Investment Advisors
Illinois
$644K +$18.7K +177 +3%
CG
1236
Colony Group
Massachusetts
$643K -$964K -9,135 -62%
PGFC
1237
Peapack-Gladstone Financial Corp
New Jersey
$638K +$11.2K +106 +2%
AWM
1238
AllSquare Wealth Management
New York
$636K +$21.1K +200 +4%
MC
1239
Miles Capital
Iowa
$636K +$588K +5,570 New
CA
1240
Cambridge Advisors
Nebraska
$630K +$15.8K +150 +3%
SCM
1241
Southport Capital Management
Tennessee
$628K -$48.5K -460 -8%
SM
1242
Salzhauer Michael
$628K – – –
HK
1243
Horizon Kinetics
New York
$626K -$112K -1,065 -16%
QCG
1244
Quadrant Capital Group
Ohio
$625K +$100K +951 +21%
FNBOH
1245
First National Bank of Hutchinson
Kansas
$621K +$571K +5,411 New
GCMG
1246
Gyroscope Capital Management Group
Florida
$620K +$109K +1,030 +23%
BFM
1247
Boston Financial Management
Massachusetts
$614K -$42.2K -400 -7%
CAG
1248
Crestwood Advisors Group
Massachusetts
$613K +$80.2K +760 +16%
PAM
1249
Princeton Alpha Management
New Jersey
$612K +$566K +5,365 New
PAS
1250
Partnervest Advisory Services
California
$609K -$5.59K -53 -1%
48 49
50
51 52