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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
951
Reilly Financial Advisors
California
$507K +$375K +6,629 +345%
EWM
952
Edge Wealth Management
New York
$505K – – –
CK
953
Cohen Klingenstein
New York
$504K – – –
ST
954
Sentinel Trust
Texas
$499K -$580K -10,255 -55%
SWM
955
Stockman Wealth Management
Montana
$494K -$95.2K -1,683 -17%
ACP
956
Ashfield Capital Partners
California
$494K -$7.41K -131 -2%
IIM
957
Ipswich Investment Management
Massachusetts
$493K – – –
EMG
958
Ellington Management Group
Connecticut
$492K +$469K +8,300 New
BG
959
Bahl & Gaynor
Ohio
$491K -$12.2K -216 -3%
FHA
960
First Horizon Advisors
Tennessee
$488K -$22.1K -390 -5%
WAS
961
Winch Advisory Services
Wisconsin
$487K +$151K +2,678 +48%
ARMC
962
American Research & Management Company
Massachusetts
$485K +$11.3K +200 +3%
NGA
963
Naples Global Advisors
Florida
$480K -$53K -938 -10%
CIC
964
Crawford Investment Counsel
Georgia
$480K +$4.69K +83 +1%
PCG
965
Private Capital Group
Connecticut
$480K +$457K +8,074 +26,913%
BIAS
966
Beacon Investment Advisory Services
New Jersey
$477K -$48K -849 -10%
LWAC
967
Laurel Wealth Advisors (California)
California
$474K -$226 -4 -0%
MCA
968
Mercer Capital Advisers
New Jersey
$471K – – –
SIC
969
Shoker Investment Counsel
Ohio
$469K -$75K -1,326 -14%
HIC
970
Holderness Investments Company
North Carolina
$469K -$1.41K -25 -0.3%
CM
971
CoreCommodity Management
Connecticut
$469K – – –
CL
972
CSS LLC
Illinois
$469K – – –
CHJWM
973
Carlton Hofferkamp & Jenks Wealth Management
Texas
$467K -$28.2K -498 -6%
BA
974
Ballew Advisors
Mississippi
$464K +$283 +5 +0.1%
CRC
975
Curi RMB Capital
Illinois
$460K +$12.9K +229 +3%
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