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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
926
Evercore Wealth Management
New York
– -$221K -3,256 Closed
BS
927
Boenning & Scattergood
Pennsylvania
– -$220K -3,250 Closed
LNC
928
Lincoln National Corp
Pennsylvania
– -$220K -3,240 Closed
CRWM
929
Castle Rock Wealth Management
California
– -$205K -3,224 Closed
EMG
930
Ellington Management Group
Connecticut
– -$217K -3,200 Closed
MLL
931
Moody Lynn & Lieberson
Massachusetts
– -$217K -3,200 Closed
MCM
932
Monarch Capital Management
Indiana
– -$216K -3,183 Closed
MCM
933
Murphy Capital Management
New Jersey
– -$213K -3,155 Closed
SAM
934
SignalPoint Asset Management
Missouri
– -$214K -3,154 Closed
EWA
935
EP Wealth Advisors
California
– -$213K -3,145 Closed
SFM
936
Signature Financial Management
Virginia
– -$212K -3,131 Closed
IC
937
Intersect Capital
California
– -$212K -3,120 Closed
MGIA
938
Moneta Group Investment Advisors
Missouri
– -$211K -3,106 Closed
SFS
939
Sowell Financial Services
Arkansas
– -$210K -3,105 Closed
PL
940
Perpetual Ltd
Australia
– -$210K -3,100 Closed
SCP
941
Syntal Capital Partners
Texas
– -$209K -3,085 Closed
BONST
942
Bank of Nova Scotia Trust
Ontario, Canada
– -$203K -3,000 Closed
FM
943
Family Management
New York
– -$202K -2,979 Closed
I
944
INVST
Indiana
– -$205K -2,971 Closed
MWM
945
Mission Wealth Management
California
– -$201K -2,970 Closed
WC
946
Whitney & Co
New York
– -$178K -2,785 Closed
KF
947
Krilogy Financial
Missouri
– -$149K -2,195 Closed
MWPCG
948
Measured Wealth Private Client Group
New Hampshire
– -$145K -2,149 Closed
TPWA
949
TRUE Private Wealth Advisors
Oregon
– -$140K -2,069 Closed
EDRH
950
Edmond de Rothschild Holding
Switzerland
– -$127K -1,875 Closed
36 37
38
39 40