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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
Cornerstone Advisors
North Carolina
$241K -$652K -26,136 -73%
BFM
902
Boothbay Fund Management
New York
$240K +$236K +9,449 New
BG
903
Bahl & Gaynor
Ohio
$239K +$235K +9,409 New
ACM
904
Azimuth Capital Management
Michigan
$232K – – –
KFC
905
Klingenstein Fields & Co
New York
$232K – – –
CWA
906
Cypress Wealth Advisors
California
$231K +$227K +9,105 New
AAM
907
Aureus Asset Management
Massachusetts
$228K +$225K +9,005 New
FIM
908
Freedom Investment Management
Connecticut
$226K +$16.6K +666 +8%
CGT
909
Capital Guardian Trust
California
$224K -$11.9K -476 -5%
AL
910
Airain Ltd
Guernsey
$223K -$4.49M -180,148 -95%
SI
911
SII Investments
Wisconsin
$223K -$88.6K -3,552 -29%
NPC
912
National Planning Corporation
California
$222K +$5.91K +237 +1%
TCM
913
Tradewinds Capital Management
Washington
$219K – – –
CAG
914
Crestwood Advisors Group
Massachusetts
$218K -$24.3K -974 -10%
FPCG
915
Fort Pitt Capital Group
Pennsylvania
$217K – – –
HCM
916
Howland Capital Management
Massachusetts
$211K – – –
YMRC
917
Yorktown Management & Research Company
Virginia
$211K – – –
CCA
918
Catalyst Capital Advisors
New York
$211K +$207K +8,316 New
IMS
919
Index Management Solutions
Pennsylvania
$208K +$52.9K +2,120 +35%
BP
920
Ballentine Partners
Massachusetts
$208K +$205K +8,209 New
SHWM
921
Smith & Howard Wealth Management
Georgia
$205K +$202K +8,078 New
EB
922
Eastern Bank
Massachusetts
$204K -$66K -2,644 -25%
PC
923
Passport Capital
California
$204K +$200K +8,036 New
BOS
924
Bank of Stockton
California
$203K -$43.4K -1,740 -18%
KCPG
925
Kavar Capital Partners Group
Kansas
$200K +$197K +7,900 New
35 36
37
38 39