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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1101
EP Wealth Advisors
California
$340K -$52.3K -1,000 -12%
FAB
1102
First American Bank
Illinois
$339K – – –
FFA
1103
First Foundation Advisors
California
$339K +$80.4K +1,539 +27%
AIM
1104
Aspen Investment Management
Michigan
$337K -$5.23K -100 -1%
BAS
1105
Brown Advisory Securities
Maryland
$336K -$13.6K -260 -3%
ARMT
1106
Amica Retiree Medical Trust
Rhode Island
$336K – – –
WFI
1107
West Family Investments
California
$336K – – –
GSBTD
1108
Glenview State Bank Trust Department
Illinois
$335K +$157K +3,000 +72%
BW
1109
Bison Wealth
Georgia
$334K -$18.8K -359 -5%
CC
1110
Courier Capital
New York
$334K – – –
HPBT
1111
High Point Bank & Trust
North Carolina
$333K – – –
FHC
1112
First Heartland Consultants
Missouri
$333K +$47.9K +916 +15%
RWM
1113
Raffa Wealth Management
District of Columbia
$333K – – –
CNFG
1114
Creegan & Nassoura Financial Group
New Hampshire
$332K – – –
CCM
1115
Check Capital Management
California
$331K -$49.5K -948 -12%
AI
1116
Atria Investments
North Carolina
$331K +$135K +2,592 +51%
AFG
1117
American Financial Group
Ohio
$327K – – –
SCA
1118
STALEY CAPITAL ADVISERS
Pennsylvania
$327K – – –
HF
1119
HRT Financial
New York
$327K +$367K +7,020 New
BIM
1120
Baldwin Investment Management
Pennsylvania
$325K +$157 +3 +0%
ICM
1121
IMS Capital Management
Oregon
$324K -$716K -13,700 -66%
EDRIA
1122
Edmonds Duncan Registered Investment Advisors
Kansas
$324K +$362K +6,932 New
FNFDCM
1123
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$320K – – –
NDSI
1124
Newman Dignan & Sheerar Inc
Rhode Island
$319K -$118K -2,262 -25%
AWMS
1125
Advocacy Wealth Management Services
Georgia
$318K +$352K +6,739 New
43 44
45
46 47