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Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1426
ORG Partners
Indiana
$488K +$140K +641 +34%
LNWTC
1427
Laird Norton Wetherby Trust Company
Washington
$486K +$17.9K +82 +3%
CS
1428
Comerica Securities
Michigan
$486K -$2.08M -9,517 -79%
NERM
1429
New England Research & Management
Illinois
$485K -$16.4K -75 -3%
NFA
1430
Northern Financial Advisors
Michigan
$484K +$105K +479 +23%
CTA
1431
Colonial Trust Advisors
South Carolina
$482K -$11.4K -52 -2%
SWA
1432
Sax Wealth Advisors
New Jersey
$482K – – –
BFIC
1433
Bedell Frazier Investment Counselling
California
$481K – – –
BA
1434
Bridge Advisory
California
$477K +$52.1K +238 +11%
JWA
1435
JFS Wealth Advisors
Pennsylvania
$477K +$11.4K +52 +2%
WCM
1436
Whitener Capital Management
North Carolina
$476K – – –
HAS
1437
HBW Advisory Services
California
$475K +$44.9K +205 +9%
GFS
1438
GYL Financial Synergies
Connecticut
$474K +$27.6K +126 +5%
AWM
1439
AllSquare Wealth Management
New York
$472K +$109K +497 +25%
OTL
1440
Oak Thistle LLC
New York
$472K -$250K -1,142 -32%
SRAM
1441
Spouting Rock Asset Management
Pennsylvania
$470K – – –
WIC
1442
Water Island Capital
New York
$470K +$536K +2,450 New
IA
1443
Inspire Advisors
Idaho
$467K +$16K +73 +3%
JMFC
1444
J.M. Forbes & Co
Massachusetts
$467K -$43.8K -200 -8%
CNAM
1445
Campbell Newman Asset Management
Wisconsin
$467K +$438 +2 +0.1%
IF
1446
Ironwood Financial
Arizona
$467K -$3.72K -17 -0.7%
CFA
1447
Capstone Financial Advisors
Illinois
$466K – – –
SWMG
1448
Sanchez Wealth Management Group
Florida
$466K – – –
BCG
1449
Breakwater Capital Group
New Jersey
$465K +$42.9K +196 +9%
ATC
1450
Adirondack Trust Company
New York
$465K – – –
56 57
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