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Name Holding Trade Value Shares
Change 		Change in
Stake
GLAM
1001
Gardner Lewis Asset Management
Pennsylvania
$2.97M – – –
JWCA
1002
J.W. Cole Advisors
Florida
$2.97M -$123K -1,303 -4%
WAC
1003
William Allan Corp
Colorado
$2.96M -$99.2K -1,047 -3%
AT
1004
American Trust
Kentucky
$2.96M -$25.9K -273 -0.8%
RMAM
1005
Raab & Moskowitz Asset Management
New Jersey
$2.96M -$334K -3,521 -10%
VMPIC
1006
Varma Mutual Pension Insurance Co
Finland
$2.96M -$600K -6,331 -16%
BEAM
1007
Baker Ellis Asset Management
Washington
$2.95M -$140K -1,479 -4%
MJP
1008
Michael J. Puzo
$2.93M +$42.4K +448 +1%
WKWM
1009
Walter & Keenan Wealth Management
Indiana
$2.93M -$46.6K -492 -1%
WAP
1010
Wealthcare Advisory Partners
Pennsylvania
$2.92M -$465K -4,909 -13%
KF
1011
Krilogy Financial
Missouri
$2.91M -$638K -6,736 -17%
RWA
1012
Roberts Wealth Advisors
California
$2.91M +$184K +1,939 +6%
KCPG
1013
Kavar Capital Partners Group
Kansas
$2.91M -$280K -2,953 -8%
GL
1014
Graypoint LLC
New York
$2.9M -$692K -7,307 -18%
SCM
1015
Stonebridge Capital Management
California
$2.9M -$99.9K -1,055 -3%
NME
1016
Notis-McConarty Edward
$2.89M +$71.8K +758 +2%
GAB
1017
German American Bancorp
Indiana
$2.88M +$127K +1,340 +4%
HSA
1018
HBK Sorce Advisory
Pennsylvania
$2.88M -$747K -7,884 -20%
SCM
1019
Sterneck Capital Management
Missouri
$2.87M +$309K +3,260 +11%
PC
1020
Permanens Capital
New York
$2.87M +$3.04M +32,130 New
PP
1021
Patten & Patten
Tennessee
$2.87M -$419K -4,424 -12%
HT
1022
Heritage Trust
Oklahoma
$2.86M -$4.26K -45 -0.1%
MMA
1023
Miracle Mile Advisors
California
$2.86M +$59.4K +627 +2%
DGAM
1024
Desjardins Global Asset Management
Quebec, Canada
$2.85M -$2.25M -23,795 -43%
BZWA
1025
Blue Zone Wealth Advisors
California
$2.85M +$43.8K +462 +1%
39 40
41
42 43