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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1226
Truvvo Partners
New York
$643K +$603K +6,200 New
KCPG
1227
Kavar Capital Partners Group
Kansas
$641K -$13.8K -142 -2%
CCG
1228
Cypress Capital Group
Florida
$640K +$139K +1,427 +30%
NAM
1229
Nichols Asset Management
Massachusetts
$638K – – –
SG
1230
Swarthmore Group
Pennsylvania
$638K – – –
EM
1231
Excalibur Management
Massachusetts
$637K +$29.2K +300 +5%
FIB
1232
First Interstate Bank
Montana
$635K +$25.4K +261 +4%
LAM
1233
Lebenthal Asset Management
New York
$632K +$593K +6,095 New
MMPW
1234
Mitchell McLeod Pugh & Williams
Alabama
$630K -$9.72K -100 -2%
LNC
1235
Lincoln National Corp
Pennsylvania
$630K +$236K +2,428 +67%
TF
1236
Tompkins Financial
New York
$629K -$64.2K -660 -10%
GWCM
1237
Godshalk Welsh Capital Management
Pennsylvania
$625K -$14.6K -150 -2%
WHI
1238
William Harris Investors
Illinois
$624K – – –
PGIM
1239
Pacific Global Investment Management
California
$623K -$246K -2,529 -30%
SCM
1240
Sterneck Capital Management
Missouri
$623K – – –
IIA
1241
IPG Investment Advisors
California
$622K +$583K +6,000 New
ACM
1242
Apex Capital Management
Ohio
$622K -$51.3K -528 -8%
III
1243
Independent Investors Inc
New York
$622K – – –
MFS
1244
Monetta Financial Services
Illinois
$622K – – –
NIA
1245
Northstar Investment Advisors
Colorado
$622K +$334K +3,435 +134%
CSS
1246
Cubist Systematic Strategies
Connecticut
$616K -$1.71M -17,544 -75%
KLWA
1247
Kelly Lawrence W & Associates
California
$611K -$4.86K -50 -0.8%
LCM
1248
LVM Capital Management
Michigan
$610K – – –
CFA
1249
Cahill Financial Advisors
Minnesota
$609K +$2.72K +28 +0.5%
RWA
1250
Ropes Wealth Advisors
Massachusetts
$607K +$117K +1,203 +26%
48 49
50
51 52