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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1101
Tiedemann Advisors
New York
$2.92M -$341K -6,418 -10%
BIM
1102
Bridges Investment Management
Nebraska
$2.92M +$212K +4,000 +7%
WDA
1103
Wendell David Associates
New Hampshire
$2.92M +$133K +2,500 +4%
SCA
1104
Sage Capital Advisors
South Dakota
$2.92M +$11.4K +215 +0.4%
ACA
1105
Anchor Capital Advisors
Massachusetts
$2.91M -$132K -2,478 -4%
LWM
1106
Lyell Wealth Management
California
$2.91M -$221K -4,156 -7%
PCM
1107
Penserra Capital Management
California
$2.9M +$2.08M +39,122 +202%
PWAP
1108
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.9M -$30.1K -566 -1%
NIC
1109
Northwest Investment Counselors
Oregon
$2.89M +$327K +6,162 +12%
HAG
1110
HighPoint Advisor Group
Illinois
$2.88M -$19.1K -360 -0.6%
PTC
1111
Private Trust Company
Ohio
$2.88M +$200K +3,763 +7%
TC
1112
Telemus Capital
Michigan
$2.88M -$810K -15,248 -21%
FAM
1113
Formidable Asset Management
Ohio
$2.87M +$31.1K +586 +1%
AC
1114
Arjuna Capital
North Carolina
$2.84M +$7.81K +147 +0.3%
RGC
1115
Roberts, Glore & Co
Illinois
$2.83M -$160K -3,015 -5%
WA
1116
Wheatland Advisors
Pennsylvania
$2.82M +$8.6K +162 +0.3%
GGI
1117
Godsey & Gibb Inc
Virginia
$2.82M -$15.5M -292,252 -84%
FLI
1118
Family Legacy Inc
South Carolina
$2.82M -$170K -3,192 -5%
SFG
1119
SevenBridge Financial Group
Pennsylvania
$2.82M +$59.5K +1,120 +2%
LRPA
1120
L. Roy Papp & Associates
Arizona
$2.81M -$170K -3,200 -5%
CK
1121
Cohen Klingenstein
New York
$2.8M – – –
FFWA
1122
FRG Family Wealth Advisors
Washington
$2.8M -$259K -4,880 -8%
EDRH
1123
Edmond de Rothschild Holding
Switzerland
$2.8M -$435K -8,185 -13%
VLKIM
1124
Van Lanschot Kempen Investment Management
Netherlands
$2.8M -$51.7K -974 -2%
PWP
1125
Private Wealth Partners
California
$2.79M – – –
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