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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
576
Dynamic Advisor Solutions
Arizona
$327K +$97.9K +824 +41%
OWP
577
Obermeyer Wealth Partners
Colorado
$327K – – –
CI
578
Conning Inc
Connecticut
$325K -$1.54K -13 -0.5%
MIC
579
Meridian Investment Counsel
California
$324K – – –
WSC
580
Wellington Shields & Co
New York
$321K – – –
HPC
581
HM Payson & Co
Maine
$318K +$5.46K +46 +2%
LWAC
582
Laurel Wealth Advisors (California)
California
$316K -$356 -3 -0.1%
RP
583
Riverwater Partners
Wisconsin
$316K – – –
LFA
584
Landmark Financial Advisors
Kentucky
$315K +$119 +1 +0%
SAM
585
Silvercrest Asset Management
New York
$315K -$2.38K -20 -0.7%
RWPA
586
Richard W. Paul & Associates
Michigan
$314K +$325K +2,738 New
CAM
587
Cresset Asset Management
Illinois
$313K -$98K -825 -21%
GT
588
Glenview Trust
Kentucky
$313K – – –
NFG
589
Nations Financial Group
Iowa
$313K +$119 +1 +0%
CC
590
Centiva Capital
New York
$312K +$323K +2,720 New
VCM
591
Vigilant Capital Management
Maine
$312K – – –
TPCW
592
TD Private Client Wealth
New York
$311K -$28.2K -237 -8%
EWM
593
Evercore Wealth Management
New York
$309K – – –
MGIA
594
Moneta Group Investment Advisors
Missouri
$309K -$33K -278 -10%
OL
595
Optas LLC
Texas
$309K -$5.46K -46 -2%
CFA
596
Camarda Financial Advisors
Florida
$307K – – –
PWP
597
Principle Wealth Partners
Connecticut
$303K – – –
AWA
598
Aaron Wealth Advisors
Illinois
$298K -$19.5K -164 -6%
PA
599
Pinnacle Associates
New York
$297K -$4.99K -42 -2%
GAB
600
German American Bancorp
Indiana
$294K +$2.26K +19 +0.7%
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