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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
651
Relyea Zuckerberg Hanson
Connecticut
$588K – – –
HA
652
Harfst & Associates
Wyoming
$583K -$4.02K -32 -0.6%
WB
653
Webster Bank
Connecticut
$580K -$70.6K -562 -10%
FAAS
654
First Allied Advisory Services
California
$578K +$28K +223 +5%
AF
655
Advisornet Financial
Minnesota
$568K +$77.4K +616 +14%
PHS
656
Pekin Hardy Strauss
Illinois
$567K -$155K -1,231 -20%
ATIA
657
American Trust Investment Advisors
New Hampshire
$567K – – –
CFD
658
Creative Financial Designs
Indiana
$565K +$32.4K +258 +6%
LOAMS
659
Lombard Odier Asset Management (Switzerland)
Switzerland
$564K +$611K +4,861 New
FA
660
FC Advisory
Pennsylvania
$558K – – –
HW
661
Hancock Whitney
Mississippi
$557K -$27.3K -217 -4%
CA
662
Claro Advisors
Massachusetts
$557K -$7.29K -58 -1%
ALAM
663
Asahi Life Asset Management
Japan
$557K +$603K +4,800 New
HC
664
Henshaw Capital
Massachusetts
$556K +$109K +864 +22%
BCP
665
Blackhawk Capital Partners
Wisconsin
$556K +$552K +4,394 New
PCM
666
Parsons Capital Management
Rhode Island
$553K +$21K +167 +4%
RIM
667
Regent Investment Management
Kentucky
$552K -$96.2K -766 -14%
SC
668
SRB Corp
Massachusetts
$551K – – –
GAM
669
Griffin Asset Management
New York
$549K -$139K -1,105 -19%
DHFB
670
Dixon Hubard Feinour & Brown
Virginia
$548K -$4.4K -35 -0.7%
RC
671
Roundview Capital
New Jersey
$541K -$155K -1,230 -21%
MA
672
Montag & Associates
Georgia
$536K – – –
TA
673
TFG Advisers
Michigan
$535K -$22.7K -181 -4%
SL
674
Summitry LLC
California
$534K – – –
CCIA
675
Campbell & Co Investment Adviser
Maryland
$534K +$578K +4,600 New
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