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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
726
Harbour Investments
Wisconsin
$419K +$19.2K +153 +4%
TFP
727
TrueWealth Financial Partners
Washington
$419K -$48K -383 -8%
AM
728
AGF Management
Ontario, Canada
$417K -$359K -2,867 -40%
PWPS
729
Pinnacle Wealth Planning Services
Ohio
$416K -$12.2K -97 -2%
PIM
730
Platinum Investment Management
Australia
$411K – – –
BHB
731
Bank Hapoalim BM
Israel
$411K -$501 -4 -0.1%
AIM
732
Allen Investment Management
New York
$410K – – –
CSIC
733
Clifford Swan Investment Counsel
California
$408K -$376 -3 -0.1%
CGPCS
734
Capital Group Private Client Services
California
$408K – – –
S
735
SimplyRich
California
$408K – – –
FVWA
736
Foster Victor Wealth Advisors
South Carolina
$407K +$100K +799 +28%
ICP
737
Interchange Capital Partners
Pennsylvania
$405K +$191K +1,522 +56%
GAAM
738
Guinness Atkinson Asset Management
California
$403K – – –
YAVAPFMC
739
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$396K – – –
FFA
740
Fragasso Financial Advisors
Pennsylvania
$395K +$752 +6 +0.1%
SIA
741
Sit Investment Associates
Minnesota
$392K – – –
WC
742
Wexford Capital
Florida
$392K -$1.14M -9,098 -69%
SC
743
Summa Corp
Texas
$392K – – –
PWS
744
Proactive Wealth Strategies
Georgia
$391K – – –
FSA
745
Financial Security Advisor
Virginia
$390K -$13.7K -109 -3%
KWM
746
Kingsview Wealth Management
Oregon
$390K -$53.7K -429 -10%
PTC
747
Private Trust Company
Ohio
$389K -$3.63K -29 -0.7%
JCM
748
Jacobi Capital Management
Pennsylvania
$388K -$39.6K -316 -7%
CS
749
Cannell & Spears
New York
$388K – – –
SI
750
Stephens Inc
Arkansas
$385K -$55.7K -445 -10%
28 29
30
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