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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1226
Truepoint Inc
Ohio
$225K +$238K +4,683 New
HKIM
1227
Hayek Kallen Investment Management
Alabama
$225K +$239K +4,699 New
CFSG
1228
Community Financial Services Group
Vermont
$224K -$92.6K -1,820 -28%
DDPIC
1229
Deroy & Devereaux Private Investment Counsel
Michigan
$224K – – –
LNB
1230
Ledyard National Bank
$224K – – –
GAM
1231
Gemmer Asset Management
California
$221K +$118K +2,329 +102%
PL
1232
Plancorp LLC
Missouri
$219K – – –
WSC
1233
Wellington Shields & Co
New York
$218K – – –
JT
1234
Jump Trading
Illinois
$218K +$464K +9,125 +253%
MWM
1235
Modera Wealth Management
New Jersey
$217K +$1.48K +29 +0.6%
PGA
1236
Portland Global Advisors
Maine
$216K -$66.1K -1,300 -22%
SC
1237
Stratford Consulting
Texas
$216K -$45.5K -894 -17%
AWE
1238
Avidian Wealth Enterprises
Texas
$216K -$1.68K -33 -0.7%
AAS
1239
Annex Advisory Services
Wisconsin
$215K +$5.9K +116 +3%
AAM
1240
Aureus Asset Management
Massachusetts
$213K +$16.5K +324 +8%
DCM
1241
Donaldson Capital Management
Indiana
$212K -$23.9K -470 -10%
AW
1242
Alpha Windward
Massachusetts
$212K +$6.97K +137 +3%
PAS
1243
Partnervest Advisory Services
California
$210K -$131K -2,569 -37%
IA
1244
IndexIQ Advisors
New York
$209K -$153K -3,012 -41%
CBU
1245
CIBC Bank USA
Illinois
$209K -$116K -2,282 -34%
JWS
1246
Juncture Wealth Strategies
Arizona
$207K -$462K -9,085 -68%
LC
1247
Lincoln Capital
Nebraska
$207K – – –
OCM
1248
One Capital Management
California
$207K +$27.6K +542 +14%
FAT
1249
First American Trust
California
$207K +$220K +4,322 New
AA
1250
ALPS Advisors
Colorado
$207K +$1.46M +28,701 +7%
48 49
50
51 52