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Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
776
Summit Place Financial Advisors
New Jersey
$480K -$299K -3,650 -45%
OHIS
777
Oak Harvest Investment Services
Texas
$478K +$368K +4,500 New
JCM
778
Jacobi Capital Management
Pennsylvania
$477K -$56.5K -690 -13%
DC
779
Davenport & Co
Virginia
$474K -$28.4K -347 -7%
FIM
780
Fernwood Investment Management
Massachusetts
$465K -$17.2K -210 -5%
AAB
781
ABN AMRO Bank
Netherlands
$463K +$29.5K +360 +9%
STA
782
Summit Trail Advisors
New York
$463K +$1.8K +22 +0.5%
AAM
783
Advisors Asset Management
Colorado
$460K +$50.2K +614 +16%
BCM
784
Barometer Capital Management
Ontario, Canada
$457K – – –
NFSG
785
Newbridge Financial Services Group
Florida
$456K +$194K +2,377 +124%
TPCM
786
Templeton & Phillips Capital Management
Tennessee
$453K +$121K +1,481 +53%
VFA
787
Valeo Financial Advisors
Indiana
$452K -$15.7K -192 -4%
CGPCS
788
Capital Group Private Client Services
California
$451K – – –
CSIC
789
Clifford Swan Investment Counsel
California
$451K – – –
GLA
790
Good Life Advisors
Pennsylvania
$445K +$6.96K +85 +2%
UB
791
UMB Bank
Missouri
$443K +$267K +3,267 +361%
TFS
792
Thoroughbred Financial Services
Tennessee
$442K +$39K +477 +13%
NG
793
Northstar Group
New York
$441K -$136K -1,666 -29%
CHP
794
Cable Hill Partners
Oregon
$440K +$339K +4,145 New
SC
795
Stephens Consulting
Michigan
$438K -$1.55K -19 -0.5%
MOS
796
MGO One Seven
Ohio
$435K +$18.7K +228 +6%
MLIC
797
Mandatum Life Insurance Company
Finland
$435K +$40.9K +500 +14%
HWM
798
HB Wealth Management
Georgia
$433K +$52.6K +643 +19%
IRC
799
Investors Research Corp
Georgia
$432K – – –
EWA
800
Evolution Wealth Advisors
Florida
$430K +$4.09K +50 +1%
30 31
32
33 34