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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
876
Foster & Motley
Ohio
$951K +$863K +3,349 New
UH
877
Unigestion Holding
Switzerland
$950K +$183K +712 +27%
KWM
878
Kingsview Wealth Management
Oregon
$950K +$308K +1,195 +55%
CIAS
879
Capital Investment Advisory Services
North Carolina
$948K -$105K -409 -11%
MA
880
MUFG Americas
New York
$941K -$182K -707 -18%
WCM
881
Weik Capital Management
Pennsylvania
$940K – – –
CI
882
Conning Inc
Connecticut
$938K -$67K -260 -7%
GCM
883
Gables Capital Management
Florida
$937K – – –
NERM
884
New England Research & Management
Illinois
$930K – – –
6F
885
626 Financial
Michigan
$922K +$1.03M +3,983 New
PTC
886
Private Trust Company
Ohio
$916K +$22.7K +88 +3%
FAM
887
Fulcrum Asset Management
United Kingdom
$910K – – –
DLG
888
Daniel L. Goodwin
$909K -$25.8K -100 -3%
KFA
889
Krane Funds Advisors
New York
$908K +$468K +1,816 +131%
LFAS
890
Level Four Advisory Services
Texas
$903K -$11.3K -44 -1%
RIA
891
Realta Investment Advisors
Delaware
$900K +$16.7K +65 +2%
SMH
892
Sanders Morris Harris
Texas
$893K – – –
BG
893
Bollard Group
Massachusetts
$889K – – –
SCM
894
Sterneck Capital Management
Missouri
$885K – – –
VVP
895
Venture Visionary Partners
Ohio
$885K +$120K +464 +17%
NAMP
896
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$881K +$48.9K +190 +7%
MSAM
897
Moloney Securities Asset Management
Missouri
$877K -$362K -1,406 -31%
ANRIA
898
American National Registered Investment Advisor
Texas
$869K -$13.7K -53 -2%
MLL
899
Moody Lynn & Lieberson
Massachusetts
$869K +$788K +3,060 New
FLPIM
900
F.L. Putnam Investment Management
Massachusetts
$867K +$47.7K +185 +6%
34 35
36
37 38