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Name Holding Trade Value Shares
Change 		Change in
Stake
DLG
1901
Daniel L. Goodwin
$370K – – –
BFO
1902
Biltmore Family Office
North Carolina
$370K +$350K +8,026 New
SIM
1903
Sadoff Investment Management
Wisconsin
$369K -$49.6K -1,137 -12%
AAM
1904
AMI Asset Management
California
$369K – – –
NPF
1905
Norris Perne & French
Michigan
$366K -$96.9K -2,220 -22%
GAM
1906
Gould Asset Management
California
$365K -$21.8K -500 -6%
BONST
1907
Bank of Nova Scotia Trust
Ontario, Canada
$364K -$132K -3,021 -28%
PMG
1908
ProVise Management Group
Florida
$364K +$1.92K +44 +0.6%
FFA
1909
Fragasso Financial Advisors
Pennsylvania
$364K +$3.1K +71 +0.9%
NPPM
1910
North Point Portfolio Managers
Ohio
$360K -$6.11K -140 -2%
PAG
1911
Pinnacle Advisory Group
Maryland
$358K -$9.38K -215 -3%
PCM
1912
Penserra Capital Management
California
$355K +$52.8K +1,210 +19%
CAW
1913
Cornerstone Advisors (Washington)
Washington
$354K +$28.6K +656 +9%
CRC
1914
Curi RMB Capital
Illinois
$354K +$101K +2,322 +43%
AA
1915
Apriem Advisors
California
$352K -$19K -436 -5%
BWP
1916
BSW Wealth Partners
Colorado
$348K +$655 +15 +0.2%
DC
1917
DeDora Capital
California
$348K +$329K +7,534 New
NCM
1918
Noesis Capital Mangement
Florida
$346K – – –
HIC
1919
Hartline Investment Corp
Illinois
$346K +$10.7K +246 +3%
HCMT
1920
Highland Capital Management (Texas)
Texas
$346K +$327K +7,500 New
HHGA
1921
Halbert Hargrove Global Advisors
California
$345K -$2.84K -65 -0.9%
SFC
1922
SYM Financial Corp
Indiana
$344K +$326K +7,460 New
GEA
1923
Glen Eagle Advisors
New Jersey
$343K +$17.2K +394 +6%
IOOF
1924
Independent Order of Foresters
Ontario, Canada
$343K +$51.1K +1,170 +19%
RI
1925
Ridgewood Investments
New Jersey
$341K -$21.8K -500 -6%
75 76
77
78 79