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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1001
Roundview Capital
New Jersey
$2.89M -$197K -2,235 -7%
PAM
1002
Pegasus Asset Management
New York
$2.89M +$171K +1,937 +6%
HT
1003
Heritage Trust
Oklahoma
$2.89M +$45.8K +520 +2%
SBIA
1004
Sheaff Brock Investment Advisors
Indiana
$2.88M -$27.3K -310 -1%
LA
1005
Lynch & Associates
Indiana
$2.88M +$102K +1,153 +4%
NRS
1006
Neville Rodie & Shaw
New York
$2.87M -$364K -4,132 -11%
CT
1007
Colonial Trust
South Carolina
$2.87M +$136K +1,537 +5%
BCM
1008
Bayesian Capital Management
New York
$2.87M -$11.5M -130,900 -80%
JCM
1009
Jacobi Capital Management
Pennsylvania
$2.86M -$23.4K -265 -0.8%
FCH
1010
Freestone Capital Holdings
Washington
$2.86M +$113K +1,284 +4%
AGP
1011
Autumn Glory Partners
Texas
$2.83M +$2.69M +30,488 +3,480%
TCA
1012
Transcend Capital Advisors
New Jersey
$2.83M +$494K +5,601 +22%
NP
1013
NorthRock Partners
Minnesota
$2.82M +$1.39M +15,776 +103%
HPC
1014
HM Payson & Co
Maine
$2.81M -$428K -4,858 -14%
RCM
1015
Radnor Capital Management
Pennsylvania
$2.81M +$16K +181 +0.6%
NC
1016
Nightview Capital
Texas
$2.8M +$2.74M +31,034 New
BFA
1017
Beaumont Financial Advisors
Massachusetts
$2.79M -$4.29M -48,699 -61%
GIA
1018
Gladstone Institutional Advisory
Florida
$2.79M -$38.6K -438 -1%
GIP
1019
Granite Investment Partners
California
$2.79M -$259K -2,943 -9%
BTWM
1020
Baker Tilly Wealth Management
Wisconsin
$2.78M -$291K -3,304 -10%
FFA
1021
Farther Finance Advisors
California
$2.77M +$2.07M +23,488 +326%
KA
1022
Keene & Associates
Texas
$2.76M -$222K -2,522 -8%
AMI
1023
Amica Mutual Insurance
Rhode Island
$2.74M – – –
BAM
1024
Boyar Asset Management
New York
$2.74M -$214K -2,426 -7%
MIA
1025
MainStreet Investment Advisors
Illinois
$2.74M -$131K -1,488 -5%
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