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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2051
Tiller Private Wealth
Pennsylvania
$632K +$180 +1 +0%
SIAG
2052
Signet Investment Advisory Group
Rhode Island
$632K +$18K +100 +3%
SC
2053
Solstein Capital
California
$631K +$605K +3,357 New
WIC
2054
Woodmont Investment Counsel
Tennessee
$629K – – –
PP
2055
Palladium Partners
Virginia
$629K +$275K +1,527 +84%
CCM
2056
Crabel Capital Management
California
$629K +$604K +3,350 New
WRM
2057
Weybosset Research & Management
Rhode Island
$628K +$108K +600 +22%
GAM
2058
GQ Asset Management
New York
$626K +$177K +980 +42%
BCM
2059
Bayesian Capital Management
New York
$624K +$598K +3,319 New
AHB
2060
Abner Herrman & Brock
New Jersey
$617K -$157K -873 -21%
CWM
2061
Connecticut Wealth Management
Connecticut
$617K +$18.6K +103 +3%
HTHT
2062
Hemenway Trust Hemenway Trust
New Hampshire
$614K -$7.21K -40 -1%
TL
2063
TrueWealth LLC
Georgia
$614K +$6.67K +37 +1%
FC
2064
Fulcrum Capital
Washington
$604K – – –
DA
2065
Detalus Advisors
Missouri
$603K +$578K +3,209 New
GSIS
2066
Global Strategic Investment Solutions
Arizona
$600K – – –
HHGA
2067
Halbert Hargrove Global Advisors
California
$599K -$47.9K -266 -8%
NSIM
2068
North Star Investment Management
Illinois
$593K -$39.5K -219 -6%
GC
2069
Grimes & Company
Massachusetts
$592K -$8.83K -49 -2%
CCMT
2070
CMT Capital Markets Trading
Germany
$592K +$568K +3,150 New
PFO
2071
Pathstone Family Office
New Jersey
$590K -$184K -1,022 -25%
APW
2072
Aurora Private Wealth
New Jersey
$589K +$564K +3,133 New
PA
2073
Probity Advisors
Texas
$586K -$6.31K -35 -1%
LC
2074
Lavaca Capital
Texas
$586K +$11.5K +64 +2%
LWS
2075
Lucia Wealth Services
California
$584K -$5.04K -28 -0.9%
81 82
83
84 85