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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1151
Perennial Advisors
New York
$5.03M +$178K +487 +3%
TPCW
1152
TD Private Client Wealth
New York
$5.02M -$462K -1,261 -8%
BL
1153
BFSG LLC
California
$5.01M +$733 +2 +0%
RC
1154
Roundview Capital
New Jersey
$5M -$101K -277 -2%
CWM
1155
Connecticut Wealth Management
Connecticut
$4.98M -$11.4K -31 -0.2%
CAM
1156
Carret Asset Management
New York
$4.98M -$80.9K -221 -2%
GIM
1157
Goelzer Investment Management
Indiana
$4.97M +$236K +643 +5%
FNBOMD
1158
First National Bank of Mount Dora
Florida
$4.97M -$112K -306 -2%
FWP
1159
FAS Wealth Partners
Kansas
$4.96M +$245K +668 +5%
YIH
1160
Y-Intercept (HK)
Hong Kong
$4.96M +$3.57M +9,756 +209%
LFG
1161
Lazard Frères Gestion
France
$4.95M -$2.15M -5,862 -29%
CCG
1162
Chatham Capital Group
Georgia
$4.95M +$36.3K +99 +0.7%
SPG
1163
Strategic Planning Group
Utah
$4.94M +$630K +1,720 +14%
ACM
1164
Alpha Capital Management
Texas
$4.94M +$24.2K +66 +0.5%
CLA
1165
Carnegie Lake Advisors
New Jersey
$4.93M +$366 +1 +0%
BB
1166
Berkshire Bank
Massachusetts
$4.93M -$372K -1,015 -7%
WBC
1167
West Branch Capital
Massachusetts
$4.91M +$34.8K +95 +0.7%
AWM
1168
Aprio Wealth Management
Georgia
$4.9M -$214K -583 -5%
PGWM
1169
Parisi Gray Wealth Management
New Jersey
$4.88M +$36.6K +100 +0.7%
AMCA
1170
Arthur M. Cohen & Associates
Illinois
$4.88M -$231K -630 -4%
KCPG
1171
Kavar Capital Partners Group
Kansas
$4.88M -$71.4K -195 -1%
CP
1172
Castleview Partners
Texas
$4.88M +$1.18M +3,232 +30%
CWS
1173
Confluence Wealth Services
Pennsylvania
$4.87M -$254K -694 -5%
PAM
1174
Panagora Asset Management
Massachusetts
$4.86M -$2.37M -6,465 -31%
JFGIW
1175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.84M -$255K -695 -5%
45 46
47
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