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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
701
Intact Investment Management
Quebec, Canada
$1.11M +$61K +300 +6%
TCA
702
Transcend Capital Advisors
New Jersey
$1.11M +$141K +693 +15%
TPCW
703
TD Private Client Wealth
New York
$1.1M -$304K -1,498 -23%
AG
704
Ascent Group
Virginia
$1.09M -$21.9K -108 -2%
AF
705
Allworth Financial
California
$1.09M +$3.66K +18 +0.4%
CG
706
Caprock Group
Idaho
$1.08M +$47.4K +233 +5%
VNA
707
Valley National Advisers
Pennsylvania
$1.08M – – –
PTC
708
Private Trust Company
Ohio
$1.08M +$11.2K +55 +1%
JCM
709
Jacobi Capital Management
Pennsylvania
$1.07M +$241K +1,186 +31%
IFO
710
Intrepid Family Office
Florida
$1.07M +$1.02M +5,000 New
FBT
711
First Bankers Trust
Kentucky
$1.07M +$60.8K +299 +6%
JWCA
712
J.W. Coons Advisors
Ohio
$1.06M +$224K +1,103 +28%
PAA
713
Peregrine Asset Advisers
Oregon
$1.06M +$192K +944 +24%
MCM
714
Mill Capital Management
North Carolina
$1.04M – – –
ECM
715
Evergreen Capital Management
Washington
$1.04M +$48.4K +238 +5%
PHS
716
Pekin Hardy Strauss
Illinois
$1.03M +$203 +1 +0%
BC
717
Bowman & Company
Wisconsin
$1.03M +$144K +709 +17%
CFA
718
CWS Financial Advisors
Michigan
$1.02M -$2.03K -10 -0.2%
FFM
719
Forum Financial Management
Illinois
$1.02M +$129K +633 +15%
HLOC
720
H.L. Ormond & Company
North Carolina
$1.01M -$9.14K -45 -0.9%
WIS
721
Wright Investors Service
Connecticut
$1.01M +$965K +4,747 New
DAS
722
Dynamic Advisor Solutions
Arizona
$1.01M -$180K -888 -16%
WGCA
723
Wolf Group Capital Advisors
Virginia
$1.01M -$1.92M -9,468 -67%
PCM
724
Parsons Capital Management
Rhode Island
$1.01M +$5.08K +25 +0.5%
CA
725
Claro Advisors
Massachusetts
$999K – – –
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