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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1501
JGP Wealth Management
Oregon
$647K -$205K -757 -24%
AI
1502
Accredited Investors
Minnesota
$647K +$43.7K +161 +7%
DE
1503
Day & Ennis
Georgia
$645K +$543 +2 +0.1%
PA
1504
PSI Advisors
Florida
$644K -$598K -2,206 -48%
EGM
1505
Engineers Gate Manager
New York
$641K -$615K -2,268 -49%
MBTD
1506
Mechanics Bank - Trust Department
California
$640K -$65.7K -242 -9%
MWM
1507
Marion Wealth Management
Pennsylvania
$636K +$2.44K +9 +0.4%
BSA
1508
Braun Stacey Associates
New York
$635K +$61K +225 +11%
FB
1509
Fulton Bank
Pennsylvania
$634K -$10.3K -38 -2%
KA
1510
Kozak & Associates
Colorado
$634K -$112K -414 -15%
CA
1511
Claris Advisors
Missouri
$632K – – –
BHPW
1512
Beverly Hills Private Wealth
California
$629K -$16.8K -62 -3%
TF
1513
Tompkins Financial
New York
$629K -$136K -500 -18%
HWAM
1514
Hennion & Walsh Asset Management
New Jersey
$629K -$209K -769 -25%
EGA
1515
E&G Advisors
Texas
$628K -$27.1K -100 -4%
WAL
1516
W Advisors LLC
Tennessee
$627K +$14.4K +53 +2%
BWA
1517
Bordeaux Wealth Advisors
California
$626K -$78.9K -291 -11%
VA
1518
Valmark Advisers
Ohio
$625K +$6.78K +25 +1%
1WA
1519
180 Wealth Advisors
Washington
$623K +$16.3K +60 +3%
CHJWM
1520
Carlton Hofferkamp & Jenks Wealth Management
Texas
$617K -$5.43K -20 -0.8%
AWM
1521
Aberdeen Wealth Management
Illinois
$617K -$19K -70 -3%
SCA
1522
Stonebridge Capital Advisors
Minnesota
$617K +$44.2K +163 +8%
TGAM
1523
TBH Global Asset Management
Tennessee
$615K -$6.51K -24 -1%
ZB
1524
Zions Bancorporation
Utah
$614K +$24.4K +90 +4%
RDIA
1525
RE Dickinson Investment Advisors
Iowa
$614K – – –
59 60
61
62 63