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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
2351
Legacy Capital Group California
California
$805K -$632K -912 -45%
NAMNJ
2352
NorthStar Asset Management (New Jersey)
New Jersey
$803K -$6.23K -9 -0.8%
MQWP
2353
Morey & Quinn Wealth Partners
Nebraska
$803K -$1.39K -2 -0.2%
ST
2354
Sageworth Trust
Pennsylvania
$803K +$140K +202 +22%
LWM
2355
LJI Wealth Management
Indiana
$802K +$4.85K +7 +0.6%
BTW
2356
Boston Trust Walden
Massachusetts
$801K – – –
NFP
2357
Narus Financial Partners
Utah
$801K +$161K +232 +26%
LTAS
2358
Linden Thomas Advisory Services
North Carolina
$800K +$290K +418 +59%
RCG
2359
Regatta Capital Group
California
$798K +$5.54K +8 +0.7%
AWM
2360
Aviso Wealth Management
Washington
$797K -$1.11M -1,604 -59%
MJP
2361
Michael J. Puzo
$797K -$814K -1,175 -51%
AFM
2362
Armstrong Fleming & Moore
District of Columbia
$796K – – –
DF
2363
Daviman Financial
Indiana
$796K +$90.7K +131 +13%
FFG
2364
Fiduciary Financial Group
California
$795K -$8.31K -12 -1%
CWMP
2365
Clarion Wealth Managment Partners
Virginia
$794K -$105K -151 -12%
OPTFSNA
2366
Old Point Trust & Financial Services N A
Virginia
$793K -$102K -147 -12%
SCM
2367
Spring Capital Management
Texas
$793K – – –
TVAMP
2368
Tennessee Valley Asset Management Partners
Tennessee
$792K -$693 -1 -0.1%
CT
2369
Chicago Trust
Illinois
$791K -$2.08K -3 -0.3%
AFPL
2370
Advus Financial Partners, LLC
Florida
$790K – – –
SB
2371
Sunflower Bank
Texas
$789K -$149K -215 -16%
KCM
2372
Kornitzer Capital Management
Kansas
$789K -$9K -13 -1%
AA
2373
Alesco Advisors
New York
$789K +$68.6K +99 +10%
FCM
2374
Firestone Capital Management
Florida
$788K +$3.46K +5 +0.5%
CCG
2375
Coastwise Capital Group
California
$786K -$11.1K -16 -1%
93 94
95
96 97