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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
501
Edmonds Duncan Registered Investment Advisors
Kansas
$374K – – –
CT
502
Coastline Trust
Rhode Island
$369K +$360K +4,750 New
KCFA
503
Key Client Fiduciary Advisors
New Jersey
$363K +$76 +1 +0%
CMBA
504
C.M. Bidwell & Associates
Hawaii
$352K -$1.44K -19 -0.4%
FUBT
505
First United Bank & Trust
Maryland
$349K – – –
BP
506
Ballentine Partners
Massachusetts
$348K +$46K +607 +16%
SIA
507
Schechter Investment Advisors
Michigan
$345K -$251K -3,319 -43%
ALAM
508
Asahi Life Asset Management
Japan
$342K +$333K +4,400 New
PAS
509
Park Avenue Securities
New York
$340K +$40.7K +537 +14%
CIA
510
Concurrent Investment Advisors
Florida
$339K +$331K +4,371 New
BP
511
BNP Paribas
France
$339K +$5K +66 +2%
FTWA
512
Fifth Third Wealth Advisors
Ohio
$338K +$330K +4,359 New
TA
513
TFG Advisers
Michigan
$333K +$151 +2 +0%
IFG
514
Independent Financial Group
California
$332K +$324K +4,279 New
SAM
515
Silvercrest Asset Management
New York
$330K – – –
SFI
516
Siemens Fonds Invest
Germany
$329K – – –
MCCA
517
Mill Creek Capital Advisors
Pennsylvania
$329K – – –
CSS
518
Cubist Systematic Strategies
Connecticut
$326K -$11.7M -154,172 -97%
CI
519
Cigna Investments
Connecticut
$324K +$11.6K +153 +4%
RFG
520
Range Financial Group
Oregon
$321K +$313K +4,136 New
TF
521
Tompkins Financial
New York
$318K – – –
DWP
522
Daymark Wealth Partners
Ohio
$318K -$5.75K -76 -2%
AIP
523
Ameritas Investment Partners
Nebraska
$317K -$11.4K -150 -4%
FRM
524
Fox Run Management
Connecticut
$313K -$1.25M -16,498 -80%
YCG
525
Yeomans Consulting Group
Georgia
$308K +$301K +3,972 New
19 20
21
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