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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
701
Beacon Investment Advisory Services
New Jersey
$682K -$482K -3,227 -41%
HL
702
HeadInvest LLC
Maine
$682K -$58.4K -391 -8%
FCAG
703
First Capital Advisors Group
New Jersey
$681K -$2.84K -19 -0.4%
SC
704
Slow Capital
California
$665K +$677K +4,533 New
PC
705
Port Capital
Illinois
$653K +$667K +4,467 New
PG
706
Pendal Group
Australia
$645K – – –
HAG
707
HighPoint Advisor Group
Illinois
$645K +$214K +1,435 +48%
CA
708
Calton & Associates
Florida
$645K +$629K +4,211 New
SL
709
Summitry LLC
California
$640K – – –
APA
710
American Portfolios Advisors
New York
$632K +$646K +4,325 New
AWA
711
AmeriServ Wealth Advisors
Pennsylvania
$620K +$609K +4,078 New
CWM
712
Calamos Wealth Management
Illinois
$616K -$2.11M -14,120 -77%
CPR
713
CSU Producer Resources
Ohio
$616K – – –
JIR
714
James Investment Research
Ohio
$614K -$1.11M -7,440 -64%
VIA
715
Vident Investment Advisory
Georgia
$611K -$33.6K -225 -5%
HC
716
Henshaw Capital
Massachusetts
$610K – – –
SCM
717
Shelton Capital Management
Colorado
$606K – – –
ZIC
718
ZWJ Investment Counsel
Georgia
$605K +$41.1K +275 +7%
RC
719
Roundview Capital
New Jersey
$598K +$4.48K +30 +0.7%
SYBT
720
Stock Yards Bank & Trust
Kentucky
$596K – – –
IWA
721
IBEX Wealth Advisors
New Jersey
$596K +$23.5K +157 +4%
PI
722
Parkside Investments
Illinois
$585K +$254K +1,700 +74%
STMM
723
South Texas Money Management
Texas
$579K -$2.69K -18 -0.5%
BIC
724
Beach Investment Counsel
Pennsylvania
$577K – – –
WI
725
Wintrust Investments
Illinois
$577K +$1.2K +8 +0.2%
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