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Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1001
Forum Financial Management
Illinois
$5.24M -$376K -2,472 -7%
CB
1002
Community Bank
New York
$5.23M +$92.1K +605 +2%
PNAA
1003
Pictet North America Advisors
Switzerland
$5.23M -$330K -2,169 -6%
NCM
1004
Narwhal Capital Management
Georgia
$5.22M – – –
RWM
1005
Ritholtz Wealth Management
New York
$5.2M -$118K -776 -2%
SWK
1006
Stephen W. Kidder
$5.19M +$4.57K +30 +0.1%
SVWAG
1007
Sound View Wealth Advisors Group
Georgia
$5.16M -$574K -3,766 -10%
FRA
1008
Frank Rimerman Advisors
California
$5.15M +$311K +2,043 +6%
FAMI
1009
Fideuram Asset Management (Ireland)
$5.14M +$5.07M +33,312 New
SW
1010
StrongBox Wealth
Missouri
$5.14M -$267K -1,750 -5%
TPWA
1011
TRUE Private Wealth Advisors
Oregon
$5.14M +$38.5K +253 +0.8%
MS
1012
Madden Securities
Texas
$5.14M -$6.55K -43 -0.1%
NB
1013
Northwest Bancshares
Pennsylvania
$5.14M -$642K -4,214 -11%
ACM
1014
Altrius Capital Management
North Carolina
$5.12M +$125K +819 +2%
VCM
1015
Voleon Capital Management
California
$5.12M -$4.25M -27,916 -45%
MCB
1016
Morton Community Bank
Illinois
$5.12M +$43.3K +284 +1%
DP
1017
Dearborn Partners
Illinois
$5.1M -$29.4K -193 -0.6%
SS
1018
SBI Securities
Japan
$5.09M -$80.4K -528 -2%
ECML
1019
Eagle Capital Management (Louisiana)
Louisiana
$5.08M -$26.2K -172 -0.5%
HCM
1020
Hengehold Capital Management
Ohio
$5.06M +$70.5K +463 +1%
RWM
1021
Rench Wealth Management
Texas
$5.05M +$43.4K +285 +0.9%
TI
1022
tru Independence
Oregon
$5.05M +$78.9K +518 +2%
AFA
1023
Arlington Financial Advisors
California
$5.05M +$168K +1,100 +3%
PTC
1024
Private Trust Company
Ohio
$5.04M -$89.4K -587 -2%
IA
1025
Integrity Alliance
Iowa
$5.03M +$1.97M +12,916 +64%
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