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SLB Ltd
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAP
926
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$372K -$165K -4,516 -29%
WPP
927
Whalerock Point Partners
Rhode Island
$372K +$41K +1,122 +12%
BIAS
928
Beacon Investment Advisory Services
New Jersey
$370K +$14.5K +396 +4%
ACM
929
Alethea Capital Management
Washington
$368K – – –
RIM
930
Rampart Investment Management
Connecticut
$367K -$42.5K -1,162 -10%
WJWM
931
Williams Jones Wealth Management
New York
$366K +$392K +10,717 New
GFPC
932
Global Financial Private Capital
Florida
$363K +$388K +10,617 New
QPWM
933
Quadrant Private Wealth Management
Pennsylvania
$362K -$4.53K -124 -1%
YIA
934
YHB Investment Advisors
Connecticut
$361K -$42.8K -1,172 -10%
PTC
935
Private Trust Company
Ohio
$359K -$5.37K -147 -1%
9WM
936
9258 Wealth Management
Ohio
$358K +$31.7K +867 +9%
BDS
937
Banco de Sabadell
Florida
$357K +$380K +10,406 New
CHJWM
938
Carlton Hofferkamp & Jenks Wealth Management
Texas
$356K -$4.39K -120 -1%
MIG
939
McGuire Investment Group
Rhode Island
$355K -$3.84K -105 -1%
CAM
940
Cresset Asset Management
Illinois
$354K +$99K +2,708 +36%
IRC
941
Investors Research Corp
Georgia
$352K -$3.65K -100 -1%
PPSG
942
Princeton Portfolio Strategies Group
New Jersey
$351K -$616K -16,853 -62%
GD
943
Grandfield & Dodd
New York
$348K – – –
LCS
944
Levin Capital Strategies
New York
$348K – – –
EHWM
945
Eads & Heald Wealth Management
Georgia
$347K -$14.3K -392 -4%
TAM
946
Tiverton Asset Management
Delaware
$346K -$673K -18,410 -65%
HA
947
Hamel Associates
New Jersey
$345K -$1.07M -29,200 -74%
MA
948
Mutual Advisors
Nebraska
$344K -$2.63K -72 -0.7%
PP
949
Patten & Patten
Tennessee
$343K -$50.3K -1,375 -12%
BPCA
950
Bank Pictet & Cie (Asia)
Singapore
$342K – – –
36 37
38
39 40