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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
751
Townsend & Associates
Colorado
$4.8M +$127K +1,210 +3%
WAOTB
752
Wealth Advisors of Tampa Bay
Florida
$4.75M -$141K -1,346 -3%
V
753
Veritable
Delaware
$4.72M -$248K -2,361 -5%
UAM
754
Unison Asset Management
Florida
$4.7M – – –
RIG
755
Roosevelt Investment Group
New York
$4.7M +$4.73K +45 +0.1%
CT
756
Chicago Trust
Illinois
$4.69M +$325K +3,091 +7%
AIS
757
AM Investment Strategies
Tennessee
$4.67M -$44.9K -427 -0.9%
BCFS
758
Butensky & Cohen Financial Security
Florida
$4.67M -$281K -2,676 -5%
FCH
759
Freestone Capital Holdings
Washington
$4.66M -$231K -2,195 -5%
JF
760
Jump Financial
Illinois
$4.64M +$4.82M +45,898 New
ECM
761
Elgethun Capital Management
South Dakota
$4.57M +$42.5K +405 +0.9%
TI
762
Truepoint Inc
Ohio
$4.57M +$23.8K +227 +0.5%
WF
763
WoodTrust Financial
Wisconsin
$4.57M +$227K +2,162 +5%
LC
764
Loews Corp
New York
$4.55M -$12.6M -120,000 -73%
MYAM
765
Meiji Yasuda Asset Management
Japan
$4.54M -$371K -3,530 -7%
CB
766
Community Bank
New York
$4.52M -$93.5K -890 -2%
FB
767
Fulton Bank
Pennsylvania
$4.52M +$251K +2,394 +6%
WSC
768
Wellington Shields & Co
New York
$4.48M -$7.35K -70 -0.2%
RWM
769
RBA Wealth Management
California
$4.48M +$95.1K +905 +2%
GP
770
Geneva Partners
Wisconsin
$4.45M -$104K -990 -2%
LPT
771
Legacy Private Trust
Wisconsin
$4.45M +$275K +2,622 +6%
SEC
772
Seven Eight Capital
New York
$4.44M +$2.39M +22,734 +107%
PC
773
Pavadi Capital
New York
$4.44M -$708K -6,738 -13%
RCA
774
Resonant Capital Advisors
Wisconsin
$4.43M +$79.9K +761 +2%
NSEDCP
775
NJ State Employees Deferred Compensation Plan
New Jersey
$4.43M – – –
29 30
31
32 33