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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1276
Summit Trail Advisors
New York
$224K +$214K +2,931 New
CWS
1277
Cypress Wealth Services
California
$222K +$215K +2,948 New
PVH
1278
Psagot Value Holdings
Israel
$221K – – –
NERM
1279
New England Research & Management
Illinois
$219K -$7.3K -100 -3%
CAM
1280
ClariVest Asset Management
California
$219K +$18.2K +249 +9%
SFA
1281
Sequoia Financial Advisors
Ohio
$219K +$212K +2,908 New
NL
1282
NWAM LLC
Washington
$217K +$6.86K +94 +3%
EWM
1283
Evermay Wealth Management
Virginia
$217K +$210K +2,870 New
AW
1284
Alpha Windward
Massachusetts
$215K +$657 +9 +0.3%
GLI
1285
Guardian Life Insurance
New York
$215K +$62.4K +854 +43%
AAP
1286
Arax Advisory Partners
Colorado
$214K -$36.3K -497 -15%
PW
1287
Price Wealth
Texas
$213K +$206K +2,825 New
RGC
1288
Roberts, Glore & Co
Illinois
$212K – – –
LW
1289
Linscomb Wealth
Texas
$212K +$146 +2 +0.1%
GCAC
1290
Guardian Capital Advisors (Canada)
Ontario, Canada
$212K +$200K +2,740 New
FIM
1291
Fruth Investment Management
Texas
$211K – – –
BC
1292
Burney Company
Virginia
$210K -$37.5K -513 -16%
PAM
1293
Paradigm Asset Management
New York
$207K +$201K +2,750 New
SWM
1294
SVA Wealth Management
Wisconsin
$207K -$66.4K -910 -25%
SAA
1295
Southeast Asset Advisors
Georgia
$207K – – –
BOTW
1296
Bank of the West
California
$206K -$11.3K -155 -5%
OC
1297
Oakworth Capital
Alabama
$206K – – –
BAM
1298
Berkshire Asset Management
Pennsylvania
$206K +$199K +2,725 New
MAA
1299
Matrix Asset Advisors
New York
$206K +$199K +2,725 New
WPW
1300
Waldron Private Wealth
Pennsylvania
$206K +$199K +2,731 New
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