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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1101
Crestwood Advisors Group
Massachusetts
$346K -$12.4K -350 -4%
SXL
1102
Summit X LLC
Missouri
$345K +$94.5K +2,670 +41%
SAM
1103
Silvercrest Asset Management
New York
$345K +$101K +2,850 +45%
BCM
1104
Bienville Capital Management
New York
$345K +$325K +9,190 New
WIC
1105
Whitegate Investment Counselors
New Hampshire
$345K +$325K +9,200 New
BFA
1106
Bragg Financial Advisors
North Carolina
$342K -$24.8K -700 -7%
BPCA
1107
Bank Pictet & Cie (Asia)
Singapore
$342K – – –
HFRG
1108
Houlihan Financial Resource Group
Virginia
$341K – – –
WT
1109
Whittier Trust
California
$341K +$36.8K +1,040 +13%
FNBOH
1110
First National Bank of Hutchinson
Kansas
$340K +$319K +9,030 New
SAS
1111
Stelac Advisory Services
New York
$340K +$321K +9,060 New
UAS
1112
United Asset Strategies
New York
$339K -$95.5K -2,700 -23%
CS
1113
Comerica Securities
Michigan
$339K +$5.66K +160 +2%
CA
1114
Cullinan Associates
Kentucky
$338K – – –
MGIA
1115
Moneta Group Investment Advisors
Missouri
$336K -$50.6K -1,430 -14%
HWM
1116
Howard Wealth Management
Connecticut
$336K +$3.54K +100 +1%
FP
1117
Foundry Partners
Minnesota
$336K +$20.2K +570 +7%
FA
1118
FCG Advisors
New Jersey
$335K +$316K +8,920 New
WWM
1119
WJ Wealth Management
Arizona
$333K -$8.85K -250 -3%
PAA
1120
Peregrine Asset Advisers
Oregon
$333K +$314K +8,880 New
PTP
1121
Platform Technology Partners
New York
$332K +$312K +8,830 New
KF
1122
Krilogy Financial
Missouri
$331K -$26.5K -750 -8%
CB
1123
CNB Bank
Pennsylvania
$331K -$9.91K -280 -3%
RWA
1124
River Wealth Advisors
Pennsylvania
$328K – – –
HPC
1125
HM Payson & Co
Maine
$325K +$16.6K +470 +6%
43 44
45
46 47