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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
576
Conning Inc
Connecticut
$241K +$213K +2,380 New
CAM
577
Cresset Asset Management
Illinois
$238K +$210K +2,352 New
PJB
578
Paul John Balson
California
$232K +$205K +2,292 New
AR
579
Advisory Research
Illinois
$231K -$455K -5,084 -69%
1SB
580
1ST Source Bank
Indiana
$231K +$204K +2,284 New
LSAG
581
Lake Street Advisors Group
New Hampshire
$230K +$203K +2,268 New
PPP
582
Private Portfolio Partners
New Jersey
$229K +$202K +2,256 New
PWPS
583
Pinnacle Wealth Planning Services
Ohio
$229K +$202K +2,260 New
ST
584
Smithfield Trust
Pennsylvania
$227K +$107K +1,200 +115%
LCAM
585
London & Capital Asset Management
United Kingdom
$224K +$198K +2,212 New
EDRIA
586
Edmonds Duncan Registered Investment Advisors
Kansas
$223K +$197K +2,200 New
CS
587
Cannell & Spears
New York
$218K +$193K +2,152 New
KA
588
Kovack Advisors
Florida
$216K +$191K +2,136 New
TMAM
589
Tokio Marine Asset Management
Japan
$214K +$189K +2,108 New
DC
590
Davenport & Co
Virginia
$213K +$188K +2,100 New
CAN
591
Cetera Advisor Networks
California
$212K +$187K +2,088 New
BDWM
592
Brewin Dolphin Wealth Management
Ireland
$211K +$163K +1,820 +689%
PG
593
Pendal Group
Australia
$210K +$185K +2,068 New
EWA
594
EP Wealth Advisors
California
$210K +$185K +2,072 New
HSA
595
HBK Sorce Advisory
Pennsylvania
$210K +$185K +2,072 New
SCM
596
Spyglass Capital Management
California
$208K -$24.3M -271,884 -99%
AP
597
Atwood & Palmer
Missouri
$203K – – –
AWM
598
Aberdeen Wealth Management
Illinois
$203K +$179K +2,000 New
BFIC
599
Bedell Frazier Investment Counselling
California
$203K +$179K +2,000 New
LWCFA
600
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K – – –
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24
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