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Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
1951
Pacific Capital Wealth Advisors
California
$129K -$8.36K -90 -5%
MME
1952
Meag Munich Ergo
Germany
$128K -$12.6M -135,635 -99%
CCM
1953
Chilton Capital Management
Texas
$126K +$15.8K +170 +11%
AT
1954
Avalon Trust
New Mexico
$126K -$328K -3,524 -68%
MIFH
1955
Migdal Insurance & Financial Holdings
Israel
$124K – – –
USB
1956
Union Savings Bank
Connecticut
$124K -$108K -1,163 -42%
PMFA
1957
Plante Moran Financial Advisors
Michigan
$122K -$2.04K -22 -1%
BC
1958
Belmont Capital
California
$121K +$123K +1,327 +484%
CWM
1959
Cedar Wealth Management
California
$118K – – –
EBA
1960
Eagle Bay Advisors
New York
$117K -$33.1K -356 -19%
QL
1961
Quarry LP
New York
$114K +$50.5K +543 +56%
BCFD
1962
Boit C.F. David
$113K – – –
OC
1963
Oakworth Capital
Alabama
$113K +$4.65K +50 +3%
AF
1964
Advisornet Financial
Minnesota
$112K +$4.93K +53 +4%
PCTC
1965
Perkins Coie Trust Company
Washington
$112K – – –
PP
1966
Paloma Partners
Connecticut
$112K -$34.8K -374 -20%
TFA
1967
Transamerica Financial Advisors
Florida
$111K – – –
DWS
1968
Dynamic Wealth Strategies
California
$106K +$1.3K +14 +1%
CYG
1969
Clean Yield Group
Vermont
$104K -$5.67K -61 -4%
UWS
1970
Unique Wealth Strategies
Illinois
$103K +$102K +1,094 New
FFA
1971
Fairfield Financial Advisors
Massachusetts
$102K +$126K +1,353 New
RWM
1972
Raffa Wealth Management
District of Columbia
$101K – – –
BWP
1973
Baldwin Wealth Partners
Massachusetts
$101K -$93.6K -1,007 -43%
WB
1974
Webster Bank
Connecticut
$101K -$37.2K -400 -23%
JWM
1975
Janiczek Wealth Management
Colorado
$98.8K -$5.2K -56 -4%
77 78
79
80 81