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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
1001
Cohen Klingenstein
New York
$1.2M – – –
CCP
1002
Corient Capital Partners
California
$1.19M -$727K -3,119 -40%
BP
1003
BBR Partners
New York
$1.19M +$23.1K +99 +2%
CT
1004
Chicago Trust
Illinois
$1.19M +$101K +434 +10%
WSFS
1005
Wilmington Savings Fund Society
Delaware
$1.18M +$59.9K +257 +6%
LWM
1006
Lyons Wealth Management
Florida
$1.18M -$245K -1,050 -18%
LNC
1007
Lincoln National Corp
Pennsylvania
$1.17M +$90K +386 +9%
KA
1008
KLCM Advisors
Wisconsin
$1.17M -$203K -870 -16%
LGC
1009
Laurel Grove Capital
California
$1.16M -$117K -500 -10%
LIC
1010
Lodestar Investment Counsel
Illinois
$1.16M +$62.7K +269 +6%
BRA
1011
Bender Robert & Associates
California
$1.16M -$19.8K -85 -2%
PHAM
1012
Palisades Hudson Asset Management
Florida
$1.15M -$114K -489 -10%
GAG
1013
GM Advisory Group
New York
$1.15M -$7.92K -34 -0.7%
IFAM
1014
Institutional & Family Asset Management
Colorado
$1.15M +$9.09K +39 +0.9%
RC
1015
Roundview Capital
New Jersey
$1.15M +$44.3K +190 +4%
FANJ
1016
Financial Architects (New Jersey)
New Jersey
$1.15M +$170K +729 +19%
PL
1017
Perpetual Ltd
Australia
$1.14M – – –
CIA
1018
Choate Investment Advisors
Massachusetts
$1.14M +$1.17K +5 +0.1%
FBA
1019
Front Barnett Associates
Illinois
$1.13M – – –
NBC
1020
Neuberger Berman Canada
Ontario, Canada
$1.13M +$311K +1,336 +43%
WIM
1021
Westside Investment Management
California
$1.12M -$1.86K -8 -0.2%
KTC
1022
Kistler-Tiffany Companies
Pennsylvania
$1.12M +$203K +870 +25%
BA
1023
Boston Advisors
Massachusetts
$1.1M +$85.5K +367 +9%
BO
1024
Bank OZK
Arkansas
$1.1M -$69.9K -300 -6%
SRSA
1025
S.R. Schill & Associates
Washington
$1.1M -$6.99K -30 -0.7%
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