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Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$158K -$21.2K -1,880 -12%
NB
827
Nicolet Bankshares
Wisconsin
$158K – – –
RW
828
Rand Wealth
Maryland
$158K – – –
CSIC
829
Clifford Swan Investment Counsel
California
$157K – – –
AW
830
Alpha Windward
Massachusetts
$157K +$19.3K +1,707 +14%
NCM
831
Novare Capital Management
North Carolina
$157K +$20.8K +1,847 +15%
MBT
832
Monroe Bank & Trust
Michigan
$156K -$16.9K -1,500 -10%
AWM
833
Avior Wealth Management
Nebraska
$156K +$6.97K +618 +5%
SFG
834
SNS Financial Group
Minnesota
$156K +$13.8K +1,224 +10%
CIA
835
Cascade Investment Advisors
Oregon
$155K -$68.2K -6,050 -30%
FIB
836
First Interstate Bank
Montana
$155K -$5.32M -471,652 -97%
BSW
837
Buckingham Strategic Wealth
Missouri
$155K -$61.2K -5,425 -28%
PGA
838
Portland Global Advisors
Maine
$155K – – –
1SB
839
1ST Source Bank
Indiana
$155K +$6.13K +543 +4%
PA
840
Parallel Advisors
California
$155K +$9.15K +811 +6%
SFM
841
Signature Financial Management
Virginia
$154K +$157K +13,900 New
XSC
842
X-Square Capital
Puerto Rico
$153K +$1.08K +96 +0.7%
MFBTD
843
MB Financial Bank - Trust Department
Illinois
$153K +$11.3K +1,000 +8%
WP
844
WealthSource Partners
California
$153K +$12.5K +1,105 +9%
AWM
845
Altium Wealth Management
New York
$153K +$156K +13,788 New
BIAS
846
Beacon Investment Advisory Services
New Jersey
$153K +$156K +13,841 New
ZF
847
Zhang Financial
Michigan
$153K +$159K +14,055 New
PCG
848
Private Capital Group
Connecticut
$152K +$4.18K +371 +3%
WT
849
Whittier Trust
California
$150K -$66.3K -5,877 -30%
DT
850
Diversified Trust
Tennessee
$150K -$7.17K -636 -4%
32 33
34
35 36