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Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1226
Cerity Partners OCIO
New York
$666K – – –
CIC
1227
Carnegie Investment Counsel
Ohio
$666K +$31.4K +298 +5%
MWM
1228
Mission Wealth Management
California
$664K +$233K +2,205 +61%
WC
1229
Whitney & Co
New York
$654K – – –
TNBTD
1230
Trustmark National Bank Trust Department
Mississippi
$649K -$335K -3,175 -36%
SIM
1231
SSI Investment Management
California
$649K +$211 +2 +0%
I
1232
IberiaBank
Louisiana
$648K +$15.8K +150 +3%
ED
1233
Exane Derivatives
France
$648K -$20M -189,456 -97%
HCIA
1234
Hochman Cole Investment Advisors
Illinois
$644K +$18.7K +177 +3%
CG
1235
Colony Group
Massachusetts
$643K -$964K -9,135 -62%
PGFC
1236
Peapack-Gladstone Financial Corp
New Jersey
$638K +$11.2K +106 +2%
AWM
1237
AllSquare Wealth Management
New York
$636K +$21.1K +200 +4%
MC
1238
Miles Capital
Iowa
$636K +$588K +5,570 New
CA
1239
Cambridge Advisors
Nebraska
$630K +$15.8K +150 +3%
SCM
1240
Southport Capital Management
Tennessee
$628K -$48.5K -460 -8%
SM
1241
Salzhauer Michael
$628K – – –
HK
1242
Horizon Kinetics
New York
$626K -$112K -1,065 -16%
QCG
1243
Quadrant Capital Group
Ohio
$625K +$100K +951 +21%
FNBOH
1244
First National Bank of Hutchinson
Kansas
$621K +$571K +5,411 New
GCMG
1245
Gyroscope Capital Management Group
Florida
$620K +$109K +1,030 +23%
BFM
1246
Boston Financial Management
Massachusetts
$614K -$42.2K -400 -7%
CAG
1247
Crestwood Advisors Group
Massachusetts
$613K +$80.2K +760 +16%
PAM
1248
Princeton Alpha Management
New Jersey
$612K +$566K +5,365 New
PAS
1249
Partnervest Advisory Services
California
$609K -$5.59K -53 -1%
NEPWA
1250
New England Private Wealth Advisors
Massachusetts
$600K +$55.9K +530 +12%
48 49
50
51 52