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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1551
Anchor Capital Advisors
Massachusetts
$340K – – –
NYLT
1552
New York Life Trust
New York
$339K +$129K +717 +58%
LWA
1553
Lenox Wealth Advisors
New York
$338K – – –
SFM
1554
Systematic Financial Management
New Jersey
$335K – – –
RWM
1555
RKL Wealth Management
Pennsylvania
$334K – – –
DSN
1556
D. Scott Neal
Kentucky
$331K -$12.1K -67 -3%
B
1557
Bellecapital
Switzerland
$330K +$343K +1,904 New
MPWT
1558
MassMutual Private Wealth & Trust
Connecticut
$329K +$57.4K +319 +20%
MC
1559
Montag & Caldwell
Georgia
$329K +$37.6K +209 +12%
GCC
1560
Guardian Capital (Canada)
Ontario, Canada
$326K -$60.1K -334 -15%
SCA
1561
STALEY CAPITAL ADVISERS
Pennsylvania
$326K – – –
EWM
1562
Edge Wealth Management
New York
$325K -$30.1K -167 -8%
RSVP
1563
Ramsay Stattman Vela & Price
Colorado
$323K -$37.6K -209 -10%
AIA
1564
Alerus Investment Advisors
Minnesota
$323K +$3.6K +20 +1%
FWP
1565
FAS Wealth Partners
Kansas
$322K +$360 +2 +0.1%
ACI
1566
Alpha Cubed Investments
California
$321K -$2.14M -11,916 -87%
OC
1567
Oakworth Capital
Alabama
$319K – – –
LG
1568
Laidlaw Group
New York
$317K -$13.1K -73 -4%
AHS
1569
Aspiriant Holdings S3
California
$316K +$15.1K +84 +5%
GEM
1570
Global Endowment Management
North Carolina
$315K – – –
WPP
1571
Whalerock Point Partners
Rhode Island
$314K -$89.5K -497 -22%
GMCM
1572
Gruber & McBaine Capital Management
California
$314K – – –
AWS
1573
Aris Wealth Services
Pennsylvania
$313K +$11K +61 +3%
CRC
1574
Curi RMB Capital
Illinois
$312K -$4.5K -25 -1%
VA
1575
Valmark Advisers
Ohio
$311K – – –
61 62
63
64 65