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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
676
EP Wealth Advisors
California
$220K +$202K +3,145 New
SAM
677
SignalPoint Asset Management
Missouri
$220K +$203K +3,146 New
WB
678
Webster Bank
Connecticut
$219K – – –
IC
679
Intersect Capital
California
$218K -$140K -2,168 -41%
FHC
680
First Heartland Consultants
Missouri
$218K +$201K +3,118 New
EWM
681
Evercore Wealth Management
New York
$218K +$201K +3,129 New
LP
682
LMR Partners
United Kingdom
$216K -$1.08M -16,839 -84%
ACS
683
Archford Capital Strategies
Illinois
$213K +$18.7K +291 +11%
DBT
684
Dubuque Bank & Trust
Iowa
$211K – – –
SFS
685
Sowell Financial Services
Arkansas
$211K +$200K +3,105 New
ECM
686
EII Capital Management
New York
$209K +$19.3K +300 +11%
BONST
687
Bank of Nova Scotia Trust
Ontario, Canada
$209K +$193K +3,000 New
FM
688
Family Management
New York
$208K +$192K +2,979 New
CL
689
Choreo LLC
Illinois
$206K +$190K +2,949 New
EWM
690
Empirical Wealth Management
Washington
$205K +$189K +2,934 New
BIM
691
Bridges Investment Management
Nebraska
$205K +$189K +2,938 New
NEPWA
692
New England Private Wealth Advisors
Massachusetts
$204K +$184K +2,857 New
PGFC
693
Peapack-Gladstone Financial Corp
New Jersey
$203K +$187K +2,900 New
FNBTCON
694
First National Bank & Trust Co of Newtown
Pennsylvania
$203K +$187K +2,904 New
BBHC
695
Brown Brothers Harriman & Co
New York
$202K +$5.67K +88 +3%
BUB
696
BBVA USA Bancshares
Texas
$201K +$185K +2,872 New
UB
697
UMB Bank
Missouri
$201K +$185K +2,878 New
EDRH
698
Edmond de Rothschild Holding
Switzerland
$198K +$183K +2,838 New
NIM
699
NuWave Investment Management
New Jersey
$197K +$133K +2,070 +276%
DWM
700
Destination Wealth Management
California
$194K +$2.12K +33 +1%
26 27
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