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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CLM
1351
ClearBridge LLC (Maryland)
Maryland
$140K +$123K +888 New
CP
1352
Corbenic Partners
Pennsylvania
$139K – – –
MA
1353
MCF Advisors
Kentucky
$133K +$555 +4 +0.5%
HFM
1354
Harvest Fund Management
China
$131K +$115K +830 New
GFP
1355
Gryphon Financial Partners
Ohio
$124K +$110K +790 New
JAM
1356
Jolley Asset Management
North Carolina
$123K -$6.93K -50 -6%
BWP
1357
Baldwin Wealth Partners
Massachusetts
$122K -$6.93K -50 -6%
WAS
1358
Winch Advisory Services
Wisconsin
$118K +$26.6K +192 +34%
PG
1359
Patten Group
Tennessee
$117K +$4.58K +33 +5%
RFM
1360
Royal Fund Management
Florida
$117K +$22.1K +159 +27%
EWM
1361
Endurance Wealth Management
Rhode Island
$113K -$6.93K -50 -6%
GI
1362
Gradient Investments
Minnesota
$113K +$99K +714 New
MSFP
1363
Mark Sheptoff Financial Planning
Connecticut
$111K -$27.6K -199 -22%
DOA
1364
D'Orazio & Associates
Virginia
$110K – – –
SQA
1365
Simon Quick Advisors
New Jersey
$109K -$69.2K -499 -43%
RPC
1366
Rossmore Private Capital
Connecticut
$107K +$94.3K +680 New
ME
1367
McIlrath & Eck
Washington
$106K +$93.1K +671 New
GEA
1368
Glen Eagle Advisors
New Jersey
$104K +$9.02K +65 +11%
AWM
1369
AllSquare Wealth Management
New York
$104K – – –
EFSCE
1370
Enterprise Financial Services Corp (EFSC)
Missouri
$103K -$15.1K -109 -14%
M
1371
MOTCO
Texas
$103K -$13.9K -100 -13%
GRQ
1372
Gardner Russo & Quinn
Pennsylvania
$102K +$90.2K +650 New
GBT
1373
Grove Bank & Trust
Florida
$99K +$18.2K +131 +26%
CIM
1374
Contravisory Investment Management
Massachusetts
$95K -$694 -5 -0.8%
PCTC
1375
Perkins Coie Trust Company
Washington
$95K – – –
53 54
55
56 57