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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1276
Arete Wealth Advisors
Illinois
$229K -$743K -4,971 -75%
EWM
1277
Empirical Wealth Management
Washington
$229K +$8.82K +59 +4%
KP
1278
Keel Point
Alabama
$227K – – –
IC
1279
Intersect Capital
California
$227K +$11.1K +74 +5%
SCM
1280
Southport Capital Management
Tennessee
$226K -$68.3K -457 -22%
RW
1281
REDW Wealth
New Mexico
$226K – – –
STMM
1282
South Texas Money Management
Texas
$225K -$7.47K -50 -3%
TBNY
1283
Trustco Bank (New York)
New York
$225K – – –
EIA
1284
Eldridge Investment Advisors
New Hampshire
$225K +$14.9K +100 +6%
1WA
1285
180 Wealth Advisors
Washington
$224K -$12.1K -81 -5%
SFM
1286
Signature Financial Management
Virginia
$224K – – –
GLI
1287
Guardian Life Insurance
New York
$224K +$42.6K +285 +21%
BFA
1288
Benedict Financial Advisors
Georgia
$223K +$897 +6 +0.4%
SHGA
1289
Sand Hill Global Advisors
California
$223K +$246K +1,645 New
BJL
1290
Brighton Jones LLC
Washington
$221K -$28.5K -191 -10%
AC
1291
Addison Capital
Pennsylvania
$221K – – –
SIC
1292
Shoker Investment Counsel
Ohio
$221K +$1.2K +8 +0.5%
FM
1293
Foster & Motley
Ohio
$221K +$243K +1,629 New
GH
1294
GAM Holding
Switzerland
$220K -$360K -2,406 -60%
JWBC
1295
J.W. Burns & Co
New York
$220K +$2.99K +20 +1%
CAW
1296
Cornerstone Advisors (Washington)
Washington
$220K +$5.68K +38 +2%
SLF
1297
Sun Life Financial
Ontario, Canada
$220K +$182K +1,217 +303%
VBFG
1298
Vishria Bird Financial Group
Tennessee
$218K +$240K +1,606 New
OTPPB
1299
Ontario Teachers' Pension Plan Board
Ontario, Canada
$218K +$240K +1,607 New
FA
1300
FCG Advisors
New Jersey
$217K +$30.2K +202 +14%
50 51
52
53 54