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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
651
Montag & Associates
Georgia
$535K -$1.98M -31,616 -81%
TCCM
652
Timber Creek Capital Management
Massachusetts
$535K -$165K -2,625 -26%
S
653
SignatureFD
Georgia
$533K +$35.1K +559 +8%
JGGDR
654
JGP Global Gestao de Recursos
Brazil
$522K +$466K +7,437 New
CA
655
Crumly & Associates
Illinois
$514K +$218K +3,470 +90%
BU
656
BBVA USA
Alabama
$514K +$459K +7,320 New
SLF
657
Sun Life Financial
Ontario, Canada
$511K -$38.3K -611 -8%
FHA
658
Flagship Harbor Advisors
Massachusetts
$506K +$62.7K +1,000 +16%
MCG
659
MACRO Consulting Group
New Jersey
$503K +$13.1K +209 +3%
NB
660
Nicolet Bankshares
Wisconsin
$499K – – –
SIM
661
Sentry Investment Management
Wisconsin
$499K – – –
GVAG
662
Great Valley Advisor Group
Delaware
$496K +$448K +7,144 New
LA
663
Latitude Advisors
Florida
$495K +$15.8K +252 +4%
WOC
664
West Oak Capital
California
$493K – – –
BCM
665
Birmingham Capital Management
Alabama
$491K – – –
SFA
666
Sequoia Financial Advisors
Ohio
$490K +$137K +2,191 +46%
EWM
667
Elmwood Wealth Management
California
$486K +$6.27K +100 +1%
HAG
668
HighPoint Advisor Group
Illinois
$486K +$53.4K +851 +14%
IBOK
669
Independence Bank of Kentucky
Kentucky
$484K +$1.57K +25 +0.4%
GWCM
670
Godshalk Welsh Capital Management
Pennsylvania
$483K – – –
GW
671
GW & Wade
Massachusetts
$477K -$26.5K -423 -6%
RIM
672
Regent Investment Management
Kentucky
$477K – – –
B
673
Bellecapital
Switzerland
$477K +$426K +6,787 New
AII
674
AGF Investments Inc
Ontario, Canada
$466K -$181K -2,892 -30%
SBH
675
Segall Bryant & Hamill
Illinois
$465K -$642K -10,236 -61%
25 26
27
28 29