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Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1076
Bridges Investment Counsel
Nebraska
$957K -$9.66K -250 -1%
JIC
1077
Joel Isaacson & Co
New York
$956K +$26.3K +682 +3%
TT
1078
Tower Trust
Indiana
$955K +$11.5K +297 +1%
EMG
1079
Ellington Management Group
Connecticut
$955K +$726K +18,800 +319%
NCM
1080
Nelson Capital Management
California
$953K -$5.41K -140 -0.6%
WA
1081
Waverly Advisors
Alabama
$952K -$267K -6,903 -22%
RC
1082
RBO & Co
California
$950K -$81.4K -2,108 -8%
CC
1083
Colrain Capital
Massachusetts
$947K -$1M -26,000 -51%
JA
1084
JLB & Associates
Michigan
$946K -$13.5K -350 -1%
TCM
1085
Telos Capital Management
California
$944K -$26.6K -689 -3%
ACM
1086
Argentus Capital Management
Texas
$943K -$261K -6,744 -22%
CCA
1087
Cobblestone Capital Advisors
New York
$943K -$124K -3,207 -12%
AFG
1088
Albion Financial Group
Utah
$943K -$12.7K -328 -1%
PCA
1089
Peddock Capital Advisors
Massachusetts
$941K -$41.9K -1,085 -4%
NPIT
1090
National Penn Investors Trust
Pennsylvania
$939K -$81.9K -2,120 -8%
ANI
1091
American National Insurance
Texas
$939K – – –
PTB
1092
Pioneer Trust Bank
Oregon
$938K -$23.2K -600 -2%
WEC
1093
Winslow Evans & Crocker
Massachusetts
$937K -$21.2K -550 -2%
G
1094
GlobalBridge
Minnesota
$935K +$16.9K +438 +2%
AIC
1095
Atlantic Investment Company
Georgia
$933K – – –
CPO
1096
Cerity Partners OCIO
New York
$926K +$385K +9,960 +71%
MWAC
1097
Mariner Wealth Advisors (Cincinnati)
Ohio
$924K +$86.8K +2,247 +10%
BEAM
1098
Baker Ellis Asset Management
Washington
$922K -$40.6K -1,050 -4%
JFA
1099
JNBA Financial Advisors
Minnesota
$922K +$34.9K +903 +4%
KS
1100
Karpas Strategies
Connecticut
$916K – – –
42 43
44
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