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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMU
801
Lombard Odier Asset Management (USA)
New York
$385K +$363K +1,850 New
CWM
802
Cornerstone Wealth Management
Missouri
$382K -$190K -970 -35%
WBG
803
Wharton Business Group
Pennsylvania
$381K +$40.4K +206 +13%
TC
804
Telemus Capital
Michigan
$380K -$945K -4,817 -73%
1SB
805
1ST Source Bank
Indiana
$380K – – –
FNBTCON
806
First National Bank & Trust Co of Newtown
Pennsylvania
$380K – – –
WIC
807
Whitegate Investment Counselors
New Hampshire
$380K – – –
WA
808
Wealth Alliance
New York
$379K +$13.3K +68 +4%
TLFA
809
True Link Financial Advisors
California
$379K +$357K +1,821 New
WCP
810
Welch Capital Partners
New York
$378K – – –
BOTW
811
Bank of the West
California
$377K -$222K -1,130 -38%
BAM
812
Barrett Asset Management
New York
$376K – – –
LAM
813
Lingohr Asset Management
Germany
$375K – – –
HCM
814
Hengehold Capital Management
Ohio
$372K – – –
CT
815
Caldwell Trust
Florida
$370K – – –
KWMG
816
King Wealth Management Group
Florida
$367K – – –
PWM
817
Palumbo Wealth Management
New York
$367K +$346K +1,762 New
KFS
818
Kurt F. Somerville
$363K -$11.8K -60 -3%
KPWS
819
Kestra Private Wealth Services
Texas
$363K +$349K +1,778 New
CIA
820
Citadel Investment Advisory
Ohio
$362K +$341K +1,741 New
CCG
821
Chatham Capital Group
Georgia
$360K – – –
PFBT
822
Parkside Financial Bank & Trust
Missouri
$360K +$13.3K +68 +4%
TFM
823
TFC Financial Management
Massachusetts
$359K – – –
AAM
824
Advisors Asset Management
Colorado
$358K -$22.9K -117 -6%
MC
825
Middleton & Co
Massachusetts
$353K – – –