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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
601
Hexagon Capital Partners
Arkansas
$556K +$65.4K +1,495 +15%
EWM
602
Empirical Wealth Management
Washington
$554K +$508K +11,600 New
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$551K +$22.8K +520 +5%
LWAC
604
Laurel Wealth Advisors (California)
California
$550K +$504K +11,515 New
OSAM
605
O'Shaughnessy Asset Management
Connecticut
$549K +$13.1K +300 +3%
IB
606
Intrust Bank
Kansas
$547K -$314K -7,170 -38%
PP
607
Pegasus Partners
Wisconsin
$545K -$278K -6,355 -36%
FF
608
FourThought Financial
Florida
$544K -$106K -2,425 -18%
PA
609
Parallel Advisors
California
$539K +$118K +2,700 +31%
OIA
610
Optimum Investment Advisors
Illinois
$537K – – –
PGH
611
Partners Group Holding
Switzerland
$536K – – –
PNC
612
Park National Corp
Ohio
$534K -$19.3K -440 -4%
LDB
613
Lee, Danner & Bass
Tennessee
$521K – – –
WT
614
Whittier Trust
California
$520K +$438K +10,000 +1,117%
AIP
615
Ahrens Investment Partners
Louisiana
$519K -$50.3K -1,150 -10%
CCP
616
Corient Capital Partners
California
$518K +$23.6K +540 +5%
RC
617
RegentAtlantic Capital
New Jersey
$517K -$187K -4,270 -28%
GAM
618
Gotham Asset Management
New York
$517K +$187K +4,280 +65%
RHBC
619
R.H. Bluestein & Co
Michigan
$511K -$12.3K -280 -3%
WPW
620
Waldron Private Wealth
Pennsylvania
$507K – – –
TTWM
621
TCV Trust & Wealth Management
Virginia
$504K -$7.66K -175 -2%
SCA
622
Southern Capital Advisors
Tennessee
$501K +$459K +10,495 New
MPCG
623
Matrix Private Capital Group
New York
$499K -$875 -20 -0.2%
GCM
624
Gables Capital Management
Florida
$499K – – –
S
625
SignatureFD
Georgia
$494K +$74.6K +1,705 +20%
23 24
25
26 27