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Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1101
YHB Investment Advisors
Connecticut
$1.23M -$1.6M -16,789 -53%
LC
1102
Lourd Capital
California
$1.23M -$14.6K -153 -1%
FPS
1103
Fieldpoint Private Securities
Connecticut
$1.23M -$26.5K -278 -2%
HCP
1104
Holt Capital Partners
Texas
$1.23M +$333K +3,493 +31%
CNAM
1105
Campbell Newman Asset Management
Wisconsin
$1.23M -$590K -6,179 -30%
GLA
1106
Good Life Advisors
Pennsylvania
$1.22M +$207K +2,170 +18%
DLG
1107
Daniel L. Goodwin
$1.22M -$20.1K -210 -1%
BIC
1108
Bridges Investment Counsel
Nebraska
$1.22M -$280K -2,932 -17%
JCM
1109
Jacobi Capital Management
Pennsylvania
$1.21M -$29.4K -308 -2%
RMCM
1110
Reynders McVeigh Capital Management
Massachusetts
$1.21M -$527K -5,518 -28%
I
1111
IberiaBank
Louisiana
$1.21M -$5.68M -59,466 -81%
APP
1112
Avantax Planning Partners
Iowa
$1.21M -$1.76M -18,403 -56%
GIP
1113
Granite Investment Partners
California
$1.2M -$436K -4,563 -24%
BCFS
1114
Butensky & Cohen Financial Security
Florida
$1.2M -$124K -1,300 -8%
SLF
1115
Sun Life Financial
Ontario, Canada
$1.2M -$180K -1,884 -12%
SCM
1116
Shelton Capital Management
Colorado
$1.19M -$2.55M -26,685 -65%
TA
1117
Tiedemann Advisors
New York
$1.19M -$342K -3,582 -20%
BPCE
1118
Bank Pictet & Cie (Europe)
Germany
$1.19M -$883K -9,251 -39%
HK
1119
Horizon Kinetics
New York
$1.18M -$279K -2,927 -17%
CT
1120
Coastline Trust
Rhode Island
$1.18M -$284K -2,974 -17%
OKSA
1121
O'Keefe Stevens Advisory
New York
$1.18M +$42.9K +449 +3%
HFM
1122
Hartford Financial Management
Connecticut
$1.18M +$28.7K +301 +2%
SBA
1123
Secrest Blakey & Associates
North Carolina
$1.17M +$1.33M +13,944 New
RWM
1124
Ritholtz Wealth Management
New York
$1.17M +$1.02M +10,669 +322%
TF
1125
Tompkins Financial
New York
$1.17M -$121K -1,267 -8%
43 44
45
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