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Name Holding Trade Value Shares
Change 		Change in
Stake
APSI
926
Asset Planning Services Inc
Louisiana
$4.23M +$131K +3,000 +3%
PP
927
Pegasus Partners
Wisconsin
$4.23M +$121K +2,773 +3%
BHWM
928
Bar Harbor Wealth Management
New Hampshire
$4.23M +$10.1K +231 +0.2%
AT
929
Arden Trust
Delaware
$4.22M -$150K -3,440 -3%
VIA
930
Vident Investment Advisory
Georgia
$4.2M -$146K -3,342 -3%
LWAC
931
Laurel Wealth Advisors (California)
California
$4.2M +$34.1K +780 +0.8%
PWM
932
Perigon Wealth Management
California
$4.19M +$1.06M +24,282 +33%
IAM
933
Impax Asset Management
New Hampshire
$4.18M -$15.7K -359 -0.4%
BHA
934
Beech Hill Advisors
New York
$4.18M -$372K -8,524 -8%
PSC
935
Prentiss Smith & Co
Vermont
$4.16M -$306K -7,010 -7%
SFG
936
SevenBridge Financial Group
Pennsylvania
$4.14M +$121K +2,759 +3%
BFO
937
Boston Family Office
Massachusetts
$4.11M -$38.5K -880 -0.9%
FFA
938
First Foundation Advisors
California
$4.11M +$119K +2,722 +3%
DAS
939
Dynamic Advisor Solutions
Arizona
$4.11M -$117K -2,677 -3%
SMG
940
Spectrum Management Group
Indiana
$4.1M +$572K +13,094 +16%
CC
941
Cognios Capital
Kansas
$4.09M +$140K +3,215 +4%
CBNLCF
942
Cognios Beta Neutral Large Cap Fund
Kansas
$4.09M +$4.15M +94,960 New
SPC
943
Stewart & Patten Company
California
$4.08M +$3.59M +82,103 +649%
BOTW
944
Bank of the West
California
$4.06M +$476K +10,899 +13%
CT
945
Clearstead Trust
Maine
$4.06M -$61.4K -1,405 -1%
EFS
946
Essex Financial Services
Connecticut
$4.05M +$30.8K +706 +0.8%
SPC
947
Sigma Planning Corp
Michigan
$4.05M +$307K +7,022 +8%
JAFL
948
Jay A. Fishman Ltd
Michigan
$4.05M +$301K +6,900 +8%
WIS
949
Wright Investors Service
Connecticut
$4.04M +$82K +1,877 +2%
OPCM
950
Osborne Partners Capital Management
California
$4.03M -$139K -3,192 -3%
36 37
38
39 40