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Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
1201
Terra Nova Asset Management
New York
$1.56M +$1.26M +30,986 New
AF
1202
Apexium Financial
Texas
$1.56M +$768K +18,903 +157%
CCA
1203
Catalyst Capital Advisors
New York
$1.55M +$34.4K +848 +3%
BSA
1204
Bull Street Advisors
Georgia
$1.55M +$3.05K +75 +0.2%
UA
1205
Unison Advisors
District of Columbia
$1.55M +$4.31K +106 +0.3%
MJP
1206
Michael J. Puzo
$1.55M -$128K -3,150 -9%
SWM
1207
Silverlake Wealth Management
Vermont
$1.54M -$71.8K -1,768 -5%
SA
1208
Strategic Advisors
New York
$1.54M -$36.8K -906 -3%
CIM
1209
CIM Investment Management
Pennsylvania
$1.53M – – –
EA
1210
Eclectic Associates
California
$1.53M -$104K -2,568 -8%
TPI
1211
Trust Point Inc
Wisconsin
$1.53M +$1.24M +30,508 New
SPC
1212
Stewart & Patten Company
California
$1.53M -$12.2K -300 -1%
AI
1213
AXS Investments
New York
$1.53M -$306K -7,538 -20%
GIA
1214
Guyasuta Investment Advisors
Pennsylvania
$1.53M +$12K +296 +1%
APG
1215
Abacus Planning Group
South Carolina
$1.52M -$22.8K -562 -2%
FHA
1216
Flagship Harbor Advisors
Massachusetts
$1.51M -$1.42K -35 -0.1%
KPF
1217
K2 Principal Fund
Ontario, Canada
$1.51M -$812K -20,000 -40%
ILI
1218
Invesco LLC (Illinois)
Illinois
$1.51M +$18.1K +446 +2%
ACM
1219
Arlington Capital Management
Illinois
$1.5M +$1.22M +29,936 New
T
1220
TOBAM
France
$1.5M +$357K +8,789 +42%
BWM
1221
Birchcreek Wealth Management
Ohio
$1.5M +$8.77K +216 +0.7%
BWM
1222
BKM Wealth Management
Wisconsin
$1.5M +$1.21M +29,805 New
CB
1223
Cadence Bank
Mississippi
$1.5M -$34K -838 -3%
SWK
1224
Stephen W. Kidder
$1.5M -$14.6K -360 -1%
ACM
1225
Armbruster Capital Management
New York
$1.49M – – –
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