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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1501
SignalPoint Asset Management
Missouri
$576K +$64.4K +2,113 +12%
GEA
1502
Glen Eagle Advisors
New Jersey
$573K +$578K +18,947 New
TWI
1503
Thomas White International
Illinois
$571K – – –
WIM
1504
Westside Investment Management
California
$570K +$576K +18,908 New
IWMPD
1505
Integrated Wealth Management (Palm Desert)
California
$569K +$16.8K +552 +3%
IFB
1506
iAB Financial Bank
Indiana
$567K -$1.52K -50 -0.3%
RTS
1507
Round Table Services
New Jersey
$566K +$238K +7,802 +71%
BJL
1508
Brighton Jones LLC
Washington
$564K -$534K -17,506 -48%
SFM
1509
Signature Financial Management
Virginia
$557K – – –
WA
1510
Waverly Advisors
Alabama
$557K +$260K +8,529 +86%
CAM
1511
Cypress Asset Management
Texas
$554K -$3.05K -100 -0.5%
AAM
1512
American Asset Management
Florida
$552K +$77.7K +2,550 +16%
HCM
1513
Hollencrest Capital Management
California
$551K -$157K -5,158 -22%
FANJ
1514
Financial Architects (New Jersey)
New Jersey
$549K +$36K +1,180 +7%
CFA
1515
Cahill Financial Advisors
Minnesota
$549K +$70.2K +2,302 +15%
HCM
1516
Howland Capital Management
Massachusetts
$545K +$39.6K +1,300 +8%
AAM
1517
Autus Asset Management
Arizona
$543K -$140K -4,580 -20%
TAM
1518
Taylor Asset Management
Ontario, Canada
$541K +$79.3K +2,600 +17%
BCM
1519
Becker Capital Management
Oregon
$537K -$43.3K -1,420 -7%
RIG
1520
Renaissance Investment Group
Massachusetts
$537K – – –
LJHT
1521
Laurie J. Hall Trustee
$537K +$542K +17,763 New
IAA
1522
Independent Advisor Alliance
North Carolina
$536K +$543K +17,799 New
BCM
1523
Barometer Capital Management
Ontario, Canada
$535K -$12.1M -395,700 -96%
PTC
1524
Philadelphia Trust Company
Pennsylvania
$534K +$103K +3,380 +24%
CC
1525
Capital Counsel
New York
$533K – – –
59 60
61
62 63