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Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1301
Pekin Hardy Strauss
Illinois
$418K – – –
B
1302
BancorpSouth
Mississippi
$417K +$418K +3,610 New
PFS
1303
Prospera Financial Services
Texas
$417K +$476K +4,119 New
WCM
1304
Windward Capital Management
California
$415K +$110K +953 +36%
OWP
1305
Obermeyer Wealth Partners
Colorado
$411K -$11.6K -100 -3%
CRC
1306
Curi RMB Capital
Illinois
$411K -$2.43K -21 -0.6%
MCM
1307
Maple Capital Management
Vermont
$408K +$47K +406 +13%
IFB
1308
iAB Financial Bank
Indiana
$405K -$20.2K -175 -5%
FM
1309
Forward Management
California
$404K -$347K -3,000 -46%
AAM
1310
Autus Asset Management
Arizona
$404K +$16K +138 +4%
QCG
1311
Quadrant Capital Group
Ohio
$403K +$1.62K +14 +0.4%
PFBT
1312
Parkside Financial Bank & Trust
Missouri
$401K -$714K -6,176 -64%
MBT
1313
Monroe Bank & Trust
Michigan
$400K – – –
PHAM
1314
Palisades Hudson Asset Management
Florida
$398K – – –
I
1315
IberiaBank
Louisiana
$398K +$60.8K +526 +18%
HT
1316
HighTower Trust
Texas
$396K +$57.8K +500 +17%
KPCM
1317
Kings Point Capital Management
New York
$395K +$88.3K +763 +29%
PCA
1318
Personal Capital Advisors
California
$394K +$109K +943 +38%
NO
1319
Ninety One
South Africa
$394K +$398K +3,439 New
MWM
1320
Mission Wealth Management
California
$392K -$74.5K -644 -16%
ECAM
1321
East Coast Asset Management
Massachusetts
$389K – – –
HPBT
1322
High Point Bank & Trust
North Carolina
$389K +$57.8K +500 +17%
CHAM
1323
Clear Harbor Asset Management
Connecticut
$386K – – –
MGIA
1324
Moneta Group Investment Advisors
Missouri
$386K +$387K +3,342 New
FIG
1325
FundX Investment Group
California
$385K – – –
51 52
53
54 55