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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
751
Beaton Management Company
Massachusetts
$491K – – –
GT
752
Glenview Trust
Kentucky
$487K -$5.33K -25 -1%
PCS
753
Personal CFO Solutions
New Jersey
$484K +$143K +669 +39%
SPF
754
South Plains Financial
Texas
$482K -$852 -4 -0.2%
RIG
755
RiverFront Investment Group
Virginia
$482K +$242K +1,138 +91%
FBFS
756
First Business Financial Services
Wisconsin
$479K – – –
CAG
757
Crestwood Advisors Group
Massachusetts
$470K +$5.33K +25 +1%
WHG
758
Westwood Holdings Group
Texas
$465K +$491K +2,306 New
CCA
759
Checchi Capital Advisers
California
$463K -$81.6K -383 -14%
BAAM
760
Baker Avenue Asset Management
California
$463K +$38.8K +182 +9%
BWP
761
Burling Wealth Partners
Illinois
$462K -$162K -761 -25%
UB
762
UMB Bank
Missouri
$459K -$12.4K -58 -2%
FCB
763
First County Bank
Connecticut
$458K +$17.9K +84 +4%
JSL
764
JT Stratford LLC
Georgia
$449K +$475K +2,229 New
CWS
765
Confluence Wealth Services
Pennsylvania
$449K +$133K +624 +39%
S
766
Storgate
Texas
$445K +$471K +2,209 New
S
767
SimplyRich
California
$443K – – –
TCM
768
Tradewinds Capital Management
Washington
$443K – – –
AWM
769
Aprio Wealth Management
Georgia
$440K -$33.9K -159 -7%
GM
770
GeoWealth Management
Illinois
$439K -$2.34K -11 -0.5%
TCOV
771
Trust Company of Vermont
Vermont
$438K +$463K +2,172 New
CFM
772
Catalyst Funds Management
Australia
$433K +$458K +2,150 New
AAG
773
Asset Advisory Group
New Jersey
$433K – – –
PA
774
Pinnacle Associates
New York
$430K -$4.9K -23 -1%
CFP
775
Catalyst Financial Partners
Massachusetts
$429K -$80.8K -379 -15%
29 30
31
32 33