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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
876
Checchi Capital Advisers
California
$882K +$72.3K +1,121 +9%
VFS
877
VSR Financial Services
Kansas
$881K +$72.2K +1,119 +9%
WAM
878
Wealthspire Advisors (Maryland)
Maryland
$877K +$905K +14,032 New
BGA
879
Belmont Global Advisors
Texas
$875K +$226K +3,500 +33%
PIM
880
Progressive Investment Management
Oregon
$867K -$24.5K -380 -3%
CG
881
Colony Group
Massachusetts
$865K -$163K -2,532 -15%
BOS
882
Bank of Stockton
California
$860K +$12.6K +195 +1%
IFAM
883
Institutional & Family Asset Management
Colorado
$856K +$883K +13,690 New
MCM
884
MV Capital Management
Maryland
$851K +$178K +2,762 +25%
PWM
885
Perigon Wealth Management
California
$847K -$62.6K -970 -7%
DAM
886
Doheny Asset Management
California
$843K +$6.45K +100 +0.7%
CL
887
CPWM LLC
Washington
$837K +$16.5K +256 +2%
HTC
888
Haverford Trust Company
Pennsylvania
$833K +$387 +6 +0%
CTI
889
Community Trust & Investment
Kentucky
$813K – – –
PWPCM
890
Perella Weinberg Partners Capital Management
New York
$813K +$838K +13,000 New
SIM
891
Sonora Investment Management
Arizona
$810K -$10.3K -160 -1%
SS
892
Simplicity Solutions
Minnesota
$809K +$835K +12,943 New
PCMM
893
Private Capital Management (Minnesota)
Minnesota
$806K +$832K +12,900 New
NDSI
894
Newman Dignan & Sheerar Inc
Rhode Island
$802K -$28.4K -440 -3%
JFGIW
895
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$774K -$371K -5,746 -32%
PFS
896
Physicians Financial Services
North Carolina
$772K +$796K +12,346 New
CT
897
Cambridge Trust
Massachusetts
$770K +$16.1K +250 +2%
IMAS
898
ID Management A/S
Denmark
$770K +$175K +2,720 +28%
MIP
899
Marietta Investment Partners
Wisconsin
$764K – – –
KT
900
Kanaly Trust
Texas
$763K +$631K +9,778 +401%
34 35
36
37 38