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Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
651
First Hawaiian Bank
Hawaii
$722K +$196 +3 +0%
BF
652
Blankinship & Foster
California
$715K +$736K +11,275 New
SWM
653
Segment Wealth Management
Texas
$713K +$734K +11,240 New
VEA
654
Virtus ETF Advisers
New York
$713K -$30.9K -473 -4%
SWM
655
SeaCrest Wealth Management
New York
$712K -$2.48K -38 -0.3%
CT
656
Cambridge Trust
Massachusetts
$711K +$202K +3,093 +38%
CAG
657
Csenge Advisory Group
Florida
$700K +$132K +2,022 +22%
MMPW
658
Mitchell McLeod Pugh & Williams
Alabama
$696K +$716K +10,967 New
BFG
659
Bleakley Financial Group
New Jersey
$693K -$28.9K -443 -4%
SS
660
Simplicity Solutions
Minnesota
$693K -$28.7K -440 -4%
LC
661
Lavaca Capital
Texas
$691K – – –
DT
662
Diversified Trust
Tennessee
$684K +$704K +10,787 New
CL
663
CSS LLC
Illinois
$682K +$702K +10,745 New
CWM
664
Connecticut Wealth Management
Connecticut
$681K +$434K +6,650 +163%
CI
665
Conning Inc
Connecticut
$672K +$212K +3,240 +44%
CFB
666
Cullen/Frost Bankers
Texas
$671K +$602K +9,223 +678%
RSWM
667
Robertson Stephens Wealth Management
California
$667K +$687K +10,517 New
BB
668
Busey Bank
Illinois
$666K +$686K +10,504 New
NB
669
NBT Bank
New York
$666K +$686K +10,500 New
BFS
670
Bradley Foster & Sargent
Connecticut
$663K – – –
AWM
671
Axxcess Wealth Management
California
$663K +$682K +10,452 New
GCP
672
Garda Capital Partners
Minnesota
$663K +$274K +4,190 +67%
ESCM
673
Echo Street Capital Management
New York
$657K +$61.2K +937 +10%
BJL
674
Brighton Jones LLC
Washington
$656K +$381K +5,829 +129%
IAN
675
Integrated Advisors Network
Texas
$654K -$87K -1,333 -11%
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