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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1101
LVW Advisors
New York
$323K -$55.3K -446 -15%
GD
1102
Grandfield & Dodd
New York
$323K +$39.7K +320 +14%
CCM
1103
Compton Capital Management
Rhode Island
$322K +$39.7K +320 +14%
SSP
1104
Sapphire Star Partners
Washington
$318K – – –
HIM
1105
Harbour Investment Management
Washington
$317K +$3.85K +31 +1%
PAS
1106
Partnervest Advisory Services
California
$315K +$11.8K +95 +4%
DDPIC
1107
Deroy & Devereaux Private Investment Counsel
Michigan
$314K -$12K -97 -4%
AAMU
1108
Amundi Asset Management US
Massachusetts
$314K +$6.83K +55 +2%
PFBT
1109
Parkside Financial Bank & Trust
Missouri
$314K +$135K +1,084 +78%
NP
1110
NS Partners
United Kingdom
$314K +$307K +2,474 New
FWP
1111
FAS Wealth Partners
Kansas
$313K -$4.09K -33 -1%
YIA
1112
YHB Investment Advisors
Connecticut
$310K -$8.69K -70 -3%
SA
1113
Strategic Advisors
New York
$309K +$62.5K +504 +26%
FAM
1114
Formidable Asset Management
Ohio
$308K -$13.7K -110 -4%
ACM
1115
Alta Capital Management
Utah
$307K +$24.8K +200 +9%
CPO
1116
Cerity Partners OCIO
New York
$307K +$42.9K +346 +17%
RDM
1117
Retirement Design & Management
Connecticut
$303K -$55.8K -450 -16%
RP
1118
Rowlandmiller & Partners
Georgia
$303K -$23K -185 -7%
BG
1119
Bahl & Gaynor
Ohio
$303K -$2.11K -17 -0.7%
FIM
1120
Freedom Investment Management
Connecticut
$302K +$9.06K +73 +3%
AI
1121
Accredited Investors
Minnesota
$302K +$13.3K +107 +5%
GI
1122
Gradient Investments
Minnesota
$301K +$226K +1,824 +335%
CP
1123
Coho Partners
Pennsylvania
$300K +$6.21K +50 +2%
MF
1124
Magnetar Financial
Illinois
$300K +$293K +2,360 New
F
1125
Filament
Washington
$299K -$73.2K -590 -20%
43 44
45
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