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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
876
Centaurus Financial
California
$258K +$19.9K +190 +9%
BW
877
Bison Wealth
Georgia
$258K +$26.2K +250 +12%
DLA
878
Douglas Lane & Associates
New York
$257K – – –
MCP
879
Mirador Capital Partners
California
$257K +$238K +2,270 New
GAM
880
Griffin Asset Management
New York
$256K -$21K -200 -8%
AIP
881
Ahrens Investment Partners
Louisiana
$255K +$236K +2,250 New
RCA
882
Resonant Capital Advisors
Wisconsin
$254K – – –
CPO
883
Cerity Partners OCIO
New York
$254K +$235K +2,240 New
MBTD
884
Mechanics Bank - Trust Department
California
$252K +$234K +2,230 New
VCP
885
Vista Capital Partners
Oregon
$251K -$192K -1,830 -45%
PSUF
886
People's United Financial
Connecticut
$251K -$15.7K -150 -6%
BCM
887
Bayesian Capital Management
New York
$251K +$233K +2,220 New
MTC
888
McDaniel Terry & Co
Texas
$249K +$21K +200 +10%
OWA
889
Octavia Wealth Advisors
Ohio
$248K +$230K +2,190 New
YIA
890
YHB Investment Advisors
Connecticut
$247K +$8.4K +80 +4%
CFB
891
Cullen/Frost Bankers
Texas
$245K – – –
CPC
892
Congress Park Capital
New York
$245K +$10.5K +100 +5%
BMCM
893
Burns Matteson Capital Management
New York
$245K +$227K +2,160 New
NDSI
894
Newman Dignan & Sheerar Inc
Rhode Island
$243K – – –
VWM
895
Valley Wealth Managers
New Jersey
$243K +$226K +2,150 New
EWM
896
Evercore Wealth Management
New York
$242K – – –
BCM
897
Bourgeon Capital Management
Connecticut
$241K – – –
VWA
898
Visionary Wealth Advisors
Illinois
$241K +$224K +2,130 New
PFA
899
Pettinga Financial Advisors
Indiana
$240K +$223K +2,120 New
CAM
900
Cypress Asset Management
Texas
$237K -$52.5K -500 -19%
34 35
36
37 38