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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1376
Calton & Associates
Florida
$242K +$219K +3,070 New
BST
1377
Bath Savings Trust
Maine
$240K -$94.7K -1,325 -30%
GIA
1378
Guyasuta Investment Advisors
Pennsylvania
$240K -$35.7K -500 -14%
WP
1379
WealthSource Partners
California
$240K +$218K +3,045 New
ZB
1380
Zions Bancorporation
Utah
$239K +$216K +3,028 New
HL
1381
HeadInvest LLC
Maine
$239K +$217K +3,032 New
HHGA
1382
Halbert Hargrove Global Advisors
California
$238K -$5.65K -79 -3%
FWM
1383
Focused Wealth Management
New York
$238K +$99.3K +1,389 +85%
IWA
1384
Intercontinental Wealth Advisors
Texas
$238K +$216K +3,028 New
CL
1385
CPWM LLC
Washington
$237K -$87.7K -1,226 -29%
GAG
1386
GM Advisory Group
New York
$237K +$215K +3,011 New
RWP
1387
RWA Wealth Partners
Massachusetts
$236K +$572 +8 +0.3%
NP
1388
Ninepoint Partners
Ontario, Canada
$236K +$214K +3,000 New
CHA
1389
Carmichael Hill & Associates
Maryland
$235K +$213K +2,979 New
AAMU
1390
AEGON Asset Management (UK)
United Kingdom
$234K +$213K +2,973 New
NP
1391
NS Partners
United Kingdom
$234K +$213K +2,975 New
CPA
1392
Court Place Advisors
Maryland
$230K +$209K +2,920 New
RMA
1393
Roffman Miller Associates
Pennsylvania
$229K -$144K -2,009 -41%
TCA
1394
Teewinot Capital Advisers
New York
$229K – – –
ZIC
1395
ZWJ Investment Counsel
Georgia
$229K +$208K +2,906 New
PIA
1396
Peachtree Investment Advisors
Georgia
$228K +$207K +2,900 New
GLI
1397
Guardian Life Insurance
New York
$226K +$5.08K +71 +3%
RIA
1398
Regal Investment Advisors
Michigan
$226K +$205K +2,869 New
IIM
1399
Ipswich Investment Management
Massachusetts
$225K +$204K +2,853 New
RWMH
1400
Riverpoint Wealth Management Holdings
Illinois
$224K +$202K +2,829 New
54 55
56
57 58