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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
451
CenterStar Fund
Illinois
$90K – – –
YWP
452
YorkBridge Wealth Partners
New York
$89K +$87.9K +3,580 New
IWC
453
Integrated Wealth Counsel
California
$81K – – –
MME
454
Meag Munich Ergo
Germany
$73K – – –
DSC
455
Duncker Streett & Co
Missouri
$72K – – –
AIM
456
Anchor Investment Management
South Carolina
$71.7K – – –
FNBT
457
FineMark National Bank & Trust
Florida
$70K -$98 -4 -0.1%
VIM
458
Veritas Investment Management
United Kingdom
$69K -$7.37K -300 -9%
BC
459
Bartlett & Co
Ohio
$69K – – –
WT
460
Whittier Trust
California
$67K -$4.42K -180 -6%
AAM
461
Advisors Asset Management
Colorado
$62K – – –
RFA
462
Reilly Financial Advisors
California
$62K +$23.3K +950 +58%
TCOV
463
Trust Company of Vermont
Vermont
$60K +$36.8K +1,500 +150%
GLI
464
Guardian Life Insurance
New York
$57K +$2.48K +101 +4%
AIL
465
AGF Investments LLC
Ontario, Canada
$56K +$56.5K +2,302 New
DADC
466
D.A. Davidson & Co
Montana
$51K +$6.24K +254 +13%
MSFP
467
Mark Sheptoff Financial Planning
Connecticut
$50K -$12.3K -500 -19%
NFG
468
Next Financial Group
Texas
$47K +$1.97K +80 +4%
PIA
469
Piedmont Investment Advisors
North Carolina
$42K +$43K +1,753 +35,060%
CLOS
470
Compagnie Lombard Odier SCmA
Switzerland
$41K – – –
PSUF
471
People's United Financial
Connecticut
$39K -$9.82K -400 -20%
MCM
472
Manchester Capital Management
Vermont
$36K – – –
CFG
473
CKW Financial Group
Hawaii
$31K -$24.6K -1,000 -43%
CAL
474
Capital Advisors Ltd
Ohio
$31K – – –
JFA
475
JNBA Financial Advisors
Minnesota
$31K +$28.7K +1,169 +892%
17 18
19
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