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West Pharmaceutical
WST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
376
Sequoia Financial Advisors
Ohio
$754K +$126K +518 +22%
SCM
377
Stevens Capital Management
Pennsylvania
$751K +$397K +1,632 +132%
BF
378
BOK Financial
Oklahoma
$748K -$60.8K -250 -8%
MWM
379
Modera Wealth Management
New Jersey
$735K – – –
LFG
380
Larson Financial Group
Missouri
$735K +$47.4K +195 +7%
AIP
381
Arrowpoint Investment Partners
Singapore
$726K +$672K +2,767 New
PCM
382
Peregrine Capital Management
Minnesota
$724K – – –
CCM
383
Coldstream Capital Management
Washington
$719K +$116K +477 +21%
EGM
384
Engineers Gate Manager
New York
$717K -$11.2M -46,113 -94%
VWM
385
Venturi Wealth Management
Texas
$715K -$169K -696 -20%
GC
386
Guggenheim Capital
Illinois
$712K +$98.7K +406 +18%
OAC
387
OMERS Administration Corp
Ontario, Canada
$693K – – –
RCM
388
Radnor Capital Management
Pennsylvania
$683K +$632K +2,602 New
BCI
389
Brinker Capital Investments
Pennsylvania
$679K +$186K +766 +42%
AC
390
Allstate Corporation
Illinois
$674K +$625K +2,571 New
PWG
391
Portside Wealth Group
Utah
$665K +$5.35K +22 +0.9%
IA
392
Inspire Advisors
Idaho
$664K +$24.5K +101 +4%
EF
393
Empirical Finance
Pennsylvania
$661K +$5.83K +24 +1%
PCA
394
Purkiss Capital Advisors
Connecticut
$661K – – –
PIM
395
Plato Investment Management
Australia
$660K +$616K +2,535 New
BJL
396
Brighton Jones LLC
Washington
$660K +$611K +2,514 New
IAA
397
Independent Advisor Alliance
North Carolina
$657K +$2.43K +10 +0.4%
SW
398
SlateStone Wealth
Florida
$652K – – –
AO
399
Advisor OS
Illinois
$649K -$83.8K -345 -12%
LNWWM
400
Laird Norton Wetherby Wealth Management
California
$644K +$2.43K +10 +0.4%
14 15
16
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