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Name Holding Trade Value Shares
Change 		Change in
Stake
VSWA
1101
Vontobel Swiss Wealth Advisors
Switzerland
$1.91M +$96.4K +2,960 +5%
CCA
1102
Catalyst Capital Advisors
New York
$1.91M – – –
S
1103
SignatureFD
Georgia
$1.91M -$206K -6,311 -9%
CTA
1104
Chesley Taft & Associates
Illinois
$1.91M +$13K +400 +0.7%
LWM
1105
Lyell Wealth Management
California
$1.9M -$52K -1,595 -3%
ANRIA
1106
American National Registered Investment Advisor
Texas
$1.9M – – –
CPO
1107
Cerity Partners OCIO
New York
$1.89M +$139K +4,257 +8%
YIA
1108
YHB Investment Advisors
Connecticut
$1.89M +$302K +9,263 +18%
GW
1109
GW & Wade
Massachusetts
$1.89M -$269K -8,255 -12%
AC
1110
Alexandria Capital
Virginia
$1.89M -$27.3K -839 -1%
FIM
1111
Farmhouse Investment Management
California
$1.87M – – –
CBTWT
1112
Community Bank & Trust (Waco, Texas)
Texas
$1.87M – – –
HWA
1113
Heritage Way Advisors
Illinois
$1.87M +$195K +5,975 +11%
PTC
1114
Private Trust Company
Ohio
$1.86M -$555K -17,046 -22%
PAMG
1115
Patton Albertson Miller Group
Tennessee
$1.86M -$134K -4,125 -7%
SC
1116
Searle & Co
Connecticut
$1.86M +$1.43M +44,018 +286%
PJSIMP
1117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.85M +$23.6K +725 +1%
MWAC
1118
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.84M -$1.92M -58,941 -50%
BSW
1119
Buckingham Strategic Wealth
Missouri
$1.83M +$977 +30 +0.1%
DBIA
1120
Dumont & Blake Investment Advisors
New Jersey
$1.82M +$6.51K +200 +0.3%
VIA
1121
Virtus Investment Advisers
Connecticut
$1.82M -$289K -8,879 -13%
BC
1122
Bartlett & Co
Ohio
$1.81M -$222K -6,800 -10%
BWM
1123
BerganKDV Wealth Management
Minnesota
$1.81M -$36.6K -1,123 -2%
PVWM
1124
Point View Wealth Management
New Jersey
$1.81M +$59.5K +1,825 +3%
RIM
1125
Regent Investment Management
Kentucky
$1.81M -$660K -20,253 -26%
43 44
45
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