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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1076
9258 Wealth Management
Ohio
$341K +$16.2K +145 +5%
PSUF
1077
People's United Financial
Connecticut
$340K -$46.5K -415 -12%
SC
1078
Sepio Capital
Utah
$340K +$342K +3,055 New
AP
1079
Appleton Partners
Massachusetts
$337K -$23.5K -210 -6%
FPS
1080
Fieldpoint Private Securities
Connecticut
$337K -$12.9K -115 -4%
GSWM
1081
Golden State Wealth Management
California
$337K +$99.2K +885 +41%
LSA
1082
Lion Street Advisors
Texas
$337K +$119K +1,065 +54%
YIH
1083
Y-Intercept (HK)
Hong Kong
$336K +$338K +3,015 New
MFG
1084
Merit Financial Group
Georgia
$335K -$552K -4,930 -62%
AAM
1085
Ardevora Asset Management
United Kingdom
$334K -$63.7M -568,500 -99%
FNBSF
1086
First National Bank Sioux Falls
South Dakota
$334K – – –
OPW
1087
Oxler Private Wealth
New York
$334K – – –
CL
1088
CSS LLC
Illinois
$334K +$168K +1,500 +100%
CA
1089
Cullinan Associates
Kentucky
$334K +$336K +3,000 New
EWM
1090
Evercore Wealth Management
New York
$333K +$3.92K +35 +1%
VI
1091
Versor Investments
New York
$331K -$172K -1,535 -34%
CPIG
1092
Chicago Partners Investment Group
Illinois
$331K +$173K +1,545 +62%
WFI
1093
West Family Investments
California
$330K -$8.4K -75 -2%
TFS
1094
Thoroughbred Financial Services
Tennessee
$328K -$34.7K -310 -10%
ACI
1095
Alpha Cubed Investments
California
$327K +$89.6K +800 +37%
CCB
1096
Country Club Bank
Missouri
$324K +$316K +2,820 New
WA
1097
Winfield Associates
Ohio
$323K -$765K -6,830 -70%
CPO
1098
Cerity Partners OCIO
New York
$322K – – –
WI
1099
Wintrust Investments
Illinois
$322K – – –
JSC
1100
Jackson Square Capital
California
$319K +$320K +2,860 New
42 43
44
45 46