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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CNAM
751
Campbell Newman Asset Management
Wisconsin
$498K – – –
VCM
752
Versant Capital Management
Arizona
$497K +$88.2K +414 +20%
KF
753
Krilogy Financial
Missouri
$496K +$524K +2,461 New
IAS
754
Insigneo Advisory Services
Florida
$491K -$148K -694 -22%
BMC
755
Beaton Management Company
Massachusetts
$491K – – –
GT
756
Glenview Trust
Kentucky
$487K -$5.33K -25 -1%
PCS
757
Personal CFO Solutions
New Jersey
$484K +$143K +669 +39%
SPF
758
South Plains Financial
Texas
$482K -$852 -4 -0.2%
RIG
759
RiverFront Investment Group
Virginia
$482K +$242K +1,138 +91%
FBFS
760
First Business Financial Services
Wisconsin
$479K – – –
CAG
761
Crestwood Advisors Group
Massachusetts
$470K +$5.33K +25 +1%
WHG
762
Westwood Holdings Group
Texas
$465K +$491K +2,306 New
CCA
763
Checchi Capital Advisers
California
$463K -$81.6K -383 -14%
BAAM
764
Baker Avenue Asset Management
California
$463K +$38.8K +182 +9%
BWP
765
Burling Wealth Partners
Illinois
$462K -$162K -761 -25%
UB
766
UMB Bank
Missouri
$459K -$12.4K -58 -2%
FCB
767
First County Bank
Connecticut
$458K +$17.9K +84 +4%
JSL
768
JT Stratford LLC
Georgia
$449K +$475K +2,229 New
CWS
769
Confluence Wealth Services
Pennsylvania
$449K +$133K +624 +39%
S
770
Storgate
Texas
$445K +$471K +2,209 New
S
771
SimplyRich
California
$443K – – –
TCM
772
Tradewinds Capital Management
Washington
$443K – – –
AWM
773
Aprio Wealth Management
Georgia
$440K -$33.9K -159 -7%
GM
774
GeoWealth Management
Illinois
$439K -$2.34K -11 -0.5%
TCOV
775
Trust Company of Vermont
Vermont
$438K +$463K +2,172 New
29 30
31
32 33