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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Madison Wealth Management
Ohio
$16.8M +$14.7M +228,864 New
HIC
1077
Harbor Island Capital
Massachusetts
$16.8M -$120K -1,860 -0.8%
BFA
1078
Bragg Financial Advisors
North Carolina
$16.8M -$300K -4,660 -2%
PPSG
1079
Princeton Portfolio Strategies Group
New Jersey
$16.8M -$710K -11,036 -5%
RGI
1080
River Global Investors
United Kingdom
$16.8M +$804K +12,500 +6%
FIB
1081
First Interstate Bank
Montana
$16.8M -$2.63M -40,820 -15%
FEG
1082
Financial Enhancement Group
Indiana
$16.8M -$1.14M -17,752 -7%
FFBTD
1083
First Financial Bank - Trust Division
Ohio
$16.7M +$355K +5,524 +2%
RC
1084
RBO & Co
California
$16.7M -$172K -2,668 -1%
PAM
1085
Peak Asset Management
Colorado
$16.7M -$1.02M -15,928 -7%
DAM
1086
Diamant Asset Management
Connecticut
$16.7M -$473K -7,360 -3%
SFM
1087
Signet Financial Management
New Jersey
$16.7M -$341K -5,296 -2%
CCA
1088
Checchi Capital Advisers
California
$16.6M +$664K +10,324 +5%
NAMP
1089
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$16.6M -$131K -2,044 -0.9%
WCMN
1090
Westchester Capital Management (Nebraska)
Nebraska
$16.6M -$3.51M -54,544 -19%
NGM
1091
North Growth Management
British Columbia, Canada
$16.5M – – –
GCC
1092
Guardian Capital (Canada)
Ontario, Canada
$16.5M -$4.65M -72,296 -24%
PC
1093
Pecaut & Co
Iowa
$16.4M -$97.5K -1,516 -0.7%
PFS
1094
Physicians Financial Services
North Carolina
$16.4M -$176K -2,740 -1%
AIA
1095
Affinity Investment Advisors
California
$16.4M -$4.68M -72,728 -25%
JPMIA
1096
J.P. Marvel Investment Advisors
Massachusetts
$16.4M -$76.7K -1,192 -0.5%
LCP
1097
Legacy Capital Partners
Wisconsin
$16.4M -$1.18M -18,272 -8%
BOS
1098
Bingham Osborn & Scarborough
California
$16.4M -$96K -1,492 -0.7%
IWC
1099
Integrated Wealth Concepts
Massachusetts
$16.3M +$2.81M +43,744 +24%
RWA
1100
Ropes Wealth Advisors
Massachusetts
$16.3M -$3.62M -56,232 -20%
42 43
44
45 46