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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
Evercore Wealth Management
New York
$280K – – –
WP
827
WMS Partners
Maryland
$280K +$190K +2,320 +127%
BCA
828
Bay Colony Advisors
Massachusetts
$278K +$41.1K +500 +14%
RA
829
RFG Advisory
Alabama
$276K +$18.1K +220 +6%
CG
830
Colony Group
Massachusetts
$276K +$119K +1,450 +55%
SHGA
831
Sand Hill Global Advisors
California
$274K -$12.3K -150 -4%
CCA
832
Column Capital Advisors
Indiana
$274K +$75.5K +920 +29%
EPM
833
Equitec Proprietary Markets
Illinois
$270K +$328K +4,000 New
VCP
834
Verus Capital Partners
Arizona
$270K +$459K +5,590 New
GIM
835
Grassi Investment Management
California
$269K – – –
CMI
836
Clare Market Investments
Texas
$268K -$1.82M -22,140 -85%
BBHC
837
Brown Brothers Harriman & Co
New York
$268K -$82.1K -1,000 -20%
SAS
838
Sanford Advisory Services
Michigan
$267K -$64.9K -790 -17%
BO
839
BRR OpCo
Ohio
$267K – – –
EFS
840
Essex Financial Services
Connecticut
$267K +$83.7K +1,020 +35%
BG
841
Bollard Group
Massachusetts
$265K – – –
BFA
842
Benedict Financial Advisors
Georgia
$264K – – –
WAP
843
Wealthcare Advisory Partners
Pennsylvania
$264K +$69.8K +850 +28%
ATFA
844
All Terrain Financial Advisors
Minnesota
$264K +$166K +2,020 +107%
LFP
845
Leeward Financial Partners
Washington
$264K +$321K +3,910 New
SIC
846
Salem Investment Counselors
North Carolina
$263K -$417K -5,080 -57%
RRA
847
Round Rock Advisors
Connecticut
$262K -$12.3K -150 -4%
PA
848
Procyon Advisors
Connecticut
$262K +$103K +1,250 +48%
WKSWA
849
White Knight Strategic Wealth Advisors
New Jersey
$260K +$27.9K +340 +10%
BL
850
Balentine LLC
Georgia
$260K +$46.8K +570 +17%
32 33
34
35 36