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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1951
Clean Yield Group
Vermont
$292K – – –
TIA
1952
Tiemann Investment Advisors
California
$291K -$122K -1,235 -29%
RG
1953
Rathbones Group
United Kingdom
$291K -$22.8K -230 -7%
LGA
1954
Lebenthal Global Advisors
New York
$290K -$7.03K -71 -2%
KA
1955
Klingman & Associates
New York
$290K +$7.72K +78 +3%
HIIFS
1956
Harel Insurance Investments & Financial Services
Israel
$290K +$267K +2,700 +900%
SFG
1957
Sovereign Financial Group
Connecticut
$289K +$1.58K +16 +0.5%
JCM
1958
Janney Capital Management
Pennsylvania
$289K +$300K +3,027 New
WTA
1959
Washington Trust Advisors
Massachusetts
$288K -$15.4K -156 -5%
AIM
1960
Acropolis Investment Management
Missouri
$288K -$2.67K -27 -0.9%
HS
1961
Horan Securities
United States
$288K +$6.93K +70 +2%
PAM
1962
Private Asset Management
California
$288K +$29.8K +301 +11%
JG
1963
Jefferies Group
New York
$288K -$421K -4,250 -58%
WMA
1964
West Michigan Advisors
Michigan
$287K +$13.1K +132 +5%
APIM
1965
Agate Pass Investment Management
Washington
$286K – – –
GCIA
1966
Gabelli & Co Investment Advisers
New York
$286K – – –
RBC
1967
Roble Belko & Company
Pennsylvania
$286K – – –
AWA
1968
Amplius Wealth Advisors
Pennsylvania
$286K +$3.17K +32 +1%
CA
1969
Calton & Associates
Florida
$285K -$34.1K -345 -10%
MTC
1970
McDaniel Terry & Co
Texas
$285K – – –
NIM
1971
NuWave Investment Management
New Jersey
$284K -$219K -2,217 -43%
CAM
1972
Congress Asset Management
Massachusetts
$284K -$29.7K -300 -9%
TSWM
1973
Tyler-Stone Wealth Management
Ohio
$283K -$9.7K -98 -3%
SAM
1974
SignalPoint Asset Management
Missouri
$283K -$3.96K -40 -1%
DA
1975
Drake & Associates
Wisconsin
$282K +$8.61K +87 +3%
77 78
79
80 81