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Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1201
YHB Investment Advisors
Connecticut
$650K +$23.3K +100 +4%
NAM
1202
NorthCoast Asset Management
Connecticut
$650K +$596K +2,555 New
AF
1203
Alerus Financial
North Dakota
$647K -$2.19M -9,389 -79%
CA
1204
Cornerstone Advisory
Maryland
$647K -$38.5K -165 -6%
HA
1205
Halsey Associates
Connecticut
$647K – – –
PBO
1206
Peoples Bank (Ohio)
Ohio
$647K +$14K +60 +2%
KCM
1207
Kempner Capital Management
Texas
$643K -$2.72M -11,659 -82%
STMM
1208
South Texas Money Management
Texas
$643K +$2.8K +12 +0.5%
LA
1209
Legacy Advisors
Pennsylvania
$643K +$21.7K +93 +4%
MFW
1210
Meristem Family Wealth
Minnesota
$642K – – –
VIA
1211
Vident Investment Advisory
Georgia
$642K +$589K +2,525 New
RC
1212
Reik & Co
New York
$641K +$42K +180 +8%
PAM
1213
Private Asset Management
California
$638K -$10K -43 -2%
AC
1214
Abbrea Capital
California
$638K +$23.3K +100 +4%
VC
1215
Vicus Capital
Pennsylvania
$638K +$164K +703 +39%
OWP
1216
Obermeyer Wealth Partners
Colorado
$638K +$233K +1,000 +66%
MWM
1217
Modera Wealth Management
New Jersey
$636K -$396K -1,701 -40%
RI
1218
Ridgewood Investments
New Jersey
$635K -$9.79K -42 -2%
TBA
1219
Tower Bridge Advisors
Pennsylvania
$635K -$30.3K -130 -5%
AIIMS
1220
Analyst IMS Investment Management Services
Israel
$633K -$93.5K -401 -14%
CA
1221
Cambridge Advisors
Nebraska
$633K -$5.83K -25 -1%
EAM
1222
Evanson Asset Management
California
$631K -$3.03K -13 -0.5%
BA
1223
Bristlecone Advisors
Washington
$628K – – –
FPCP
1224
Fort Point Capital Partners
California
$626K +$154K +662 +37%
EWM
1225
Edge Wealth Management
New York
$623K -$80.7K -346 -12%
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