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Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
626
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K +$11.3K +150 +4%
EWM
627
Evercore Wealth Management
New York
$284K +$7.15K +95 +3%
PCMC
628
Paragon Capital Management (Colorado)
Colorado
$283K – – –
PFGIA
629
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$38.4K +511 +16%
KIA
630
KCM Investment Advisors
California
$280K -$34.6K -460 -11%
WSTAM
631
Wilbanks Smith & Thomas Asset Management
Virginia
$280K -$451 -6 -0.2%
CLOS
632
Compagnie Lombard Odier SCmA
Switzerland
$280K – – –
TG
633
TLP Group
Illinois
$278K +$22.2K +295 +8%
PWLP
634
Prio Wealth Limited Partnership
Massachusetts
$275K -$37.6K -500 -12%
CCA
635
Checchi Capital Advisers
California
$274K -$21K -279 -7%
BA
636
Bristlecone Advisors
Washington
$272K -$30.1K -400 -10%
FMT
637
First Mercantile Trust
Tennessee
$272K +$61.9K +823 +29%
SI
638
SII Investments
Wisconsin
$270K -$24.8K -329 -8%
PA
639
Parallel Advisors
California
$270K +$74.5K +990 +41%
NEPWA
640
New England Private Wealth Advisors
Massachusetts
$267K -$3.69K -49 -1%
RWP
641
RWA Wealth Partners
Massachusetts
$265K – – –
BFA
642
Benedict Financial Advisors
Georgia
$264K +$376 +5 +0.1%
SPC
643
Sigma Planning Corp
Michigan
$261K +$55.2K +734 +26%
FBT
644
First Bankers Trust
Kentucky
$260K -$113K -1,500 -30%
EWA
645
EP Wealth Advisors
California
$260K -$2.33K -31 -0.9%
CA
646
Cornerstone Advisors
North Carolina
$258K – – –
AW
647
ACG Wealth
Georgia
$258K +$29.9K +397 +13%
RE
648
RBC Europe
United Kingdom
$257K +$263K +3,492 New
SCA
649
Snowden Capital Advisors
New York
$256K +$13.2K +176 +5%
IGGA
650
Iron Gate Global Advisors
Utah
$256K -$3.84K -51 -1%
24 25
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