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Name Holding Trade Value Shares
Change 		Change in
Stake
DSAM
1401
Dock Street Asset Management
Florida
$604K -$301K -8,910 -32%
CPA
1402
Capital Planning Advisors
California
$604K +$231K +6,840 +55%
TT
1403
Tiedemann Trust
Delaware
$598K – – –
UBWV
1404
United Bank (West Virginia)
West Virginia
$596K -$1.28M -37,984 -67%
EIM
1405
Emerson Investment Management
Massachusetts
$594K +$9.28K +275 +1%
KSA
1406
Ken Stern & Associates
California
$594K +$146K +4,330 +30%
MHS
1407
M Holdings Securities
Oregon
$593K +$15.7K +466 +3%
PH
1408
Pinnacle Holdings
Oklahoma
$589K -$13.8K -408 -2%
EAM
1409
Evanson Asset Management
California
$584K +$15.2K +450 +2%
SCG
1410
Sonata Capital Group
Washington
$583K +$675 +20 +0.1%
CCM
1411
Crossvault Capital Management
Texas
$581K +$84.4K +2,500 +16%
CW
1412
Cobiz Wealth
Colorado
$580K +$31.9K +946 +5%
AA
1413
ALPS Advisors
Colorado
$575K +$84.3K +2,498 +16%
HCMT
1414
Highland Capital Management (Tennessee)
Tennessee
$574K +$50.6K +1,500 +9%
KTC
1415
Kistler-Tiffany Companies
Pennsylvania
$572K +$13.4K +396 +2%
ED
1416
Exane Derivatives
France
$572K +$137K +4,046 +28%
FIM
1417
Freedom Investment Management
Connecticut
$571K +$53.9K +1,596 +10%
AAM
1418
Autus Asset Management
Arizona
$570K +$19.6K +580 +3%
CI
1419
CAZ Investments
Texas
$569K +$109K +3,224 +22%
FC
1420
Forte Capital
New York
$567K +$3.37K +100 +0.6%
SSWM
1421
Sheets Smith Wealth Management
North Carolina
$565K -$91.3K -2,706 -13%
PL
1422
Parkwood LLC
Ohio
$564K +$3.85K +114 +0.6%
RIM
1423
Regent Investment Management
Kentucky
$563K – – –
BSB
1424
Bangor Savings Bank
Maine
$559K +$16.2K +481 +3%
CFA
1425
Cahill Financial Advisors
Minnesota
$557K -$3.37K -100 -0.6%
55 56
57
58 59