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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
576
First Horizon Advisors
Tennessee
$68K +$5.91K +550 +9%
EWM
577
Endurance Wealth Management
Rhode Island
$68K +$8.05K +750 +14%
CGT
578
Capital Guardian Trust
California
$64K – – –
DSC
579
Duncker Streett & Co
Missouri
$64K +$21.5K +2,000 +48%
FWM
580
Focused Wealth Management
New York
$62K +$50.5K +4,700 +353%
HI
581
Hudock Inc
Pennsylvania
$62K +$65.3K +6,080 New
ED
582
Exane Derivatives
France
$60.5K +$32.1K +2,990 +104%
FNBT
583
FineMark National Bank & Trust
Florida
$59K +$16.1K +1,500 +36%
TFA
584
Transamerica Financial Advisors
Florida
$55K +$32.2K +3,000 +130%
LOCC
585
Lombard Odier & Cie (Canada)
Quebec, Canada
$52K +$53.7K +5,000 New
CFA
586
CT Financial Advisors
Pennsylvania
$51.6K +$53.7K +5,000 New
CCS
587
Crosspoint Capital Strategies
California
$50K -$54M -5,032,320 -100%
KCPG
588
Kavar Capital Partners Group
Kansas
$50K +$10.7K +1,000 +26%
PFO
589
Pathstone Family Office
New Jersey
$50K +$51.5K +4,800 New
DAM
590
Delta Asset Management
Tennessee
$47K – – –
BBHC
591
Brown Brothers Harriman & Co
New York
$46K +$4.51K +420 +10%
PAI
592
Pittenger & Anderson Inc
Nebraska
$46K +$48.3K +4,500 New
WT
593
Whittier Trust
California
$43K – – –
CLOS
594
Compagnie Lombard Odier SCmA
Switzerland
$41K -$443K -41,290 -91%
AF
595
Allworth Financial
California
$41K +$35.4K +3,300 +471%
SIM
596
Sonora Investment Management
Arizona
$41K +$44.9K +4,180 New
TCM
597
Tradewinds Capital Management
Washington
$37K +$1.07K +100 +3%
BAM
598
Barrett Asset Management
New York
$36K – – –
DRS
599
Deane Retirement Strategies
Louisiana
$36K – – –
S
600
SignatureFD
Georgia
$36K +$15.6K +1,450 +71%
22 23
24
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