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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
976
Perigon Wealth Management
California
$764K +$105K +686 +20%
KM
977
Kalos Management
Georgia
$763K +$45.3K +295 +8%
MCM
978
Manchester Capital Management
Vermont
$758K -$138K -896 -18%
BL
979
BFSG LLC
California
$758K +$636K +4,136 New
MFG
980
Magnus Financial Group
New York
$756K -$22.9K -149 -3%
OSAM
981
O'Shaughnessy Asset Management
Connecticut
$755K +$579K +3,769 +1,077%
RIM
982
Rampart Investment Management
Connecticut
$754K -$52.4K -341 -8%
MWM
983
Mattern Wealth Management
Kansas
$751K -$79.2K -515 -11%
BOS
984
Bingham Osborn & Scarborough
California
$751K +$2K +13 +0.3%
DWT
985
Dorsey & Whitney Trust
South Dakota
$747K -$137K -892 -18%
PFA
986
Pure Financial Advisors
California
$745K +$30.9K +201 +5%
CHAM
987
Clear Harbor Asset Management
Connecticut
$744K -$342K -2,222 -35%
WAP
988
Wealthcare Advisory Partners
Pennsylvania
$743K -$539K -3,507 -46%
MYLI
989
Meiji Yasuda Life Insurance
Japan
$742K -$306K -1,991 -33%
BWM
990
BerganKDV Wealth Management
Minnesota
$735K -$5.69K -37 -0.9%
SACTSONJ
991
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$733K – – –
MIM
992
Moseley Investment Management
Florida
$733K +$7.22K +47 +1%
WPW
993
Waldron Private Wealth
Pennsylvania
$733K +$213K +1,388 +53%
VCA
994
Verdence Capital Advisors
Maryland
$731K -$46.3K -301 -7%
SBWM
995
Sunflower Bank Wealth Management
Arizona
$731K +$76.9K +500 +14%
CHA
996
Carmichael Hill & Associates
Maryland
$730K -$178K -1,160 -23%
WSC
997
Wellington Shields & Co
New York
$730K -$46.1K -300 -7%
DBIA
998
Dumont & Blake Investment Advisors
New Jersey
$729K -$324K -2,108 -35%
SIG
999
Sargent Investment Group
Maryland
$728K -$6.15K -40 -1%
SNT
1000
Security National Trust
West Virginia
$728K +$132K +861 +28%
38 39
40
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