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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1201
CNA Financial
Illinois
$642K – – –
SSWM
1202
Sheets Smith Wealth Management
North Carolina
$639K -$96K -2,486 -13%
TIA
1203
Tiemann Investment Advisors
California
$638K +$33.8K +875 +6%
WC
1204
Wexford Capital
Florida
$636K +$86K +2,227 +16%
CI
1205
Capital International
California
$634K +$3.86K +100 +0.6%
AAMU
1206
Amundi Asset Management US
Massachusetts
$632K -$57.1K -1,479 -8%
MBT
1207
Monroe Bank & Trust
Michigan
$630K – – –
PH
1208
Pinnacle Holdings
Oklahoma
$630K +$27.2K +704 +5%
EWA
1209
EP Wealth Advisors
California
$628K -$22.3K -578 -3%
RFA
1210
Reilly Financial Advisors
California
$626K +$164K +4,255 +36%
WIS
1211
Wright Investors Service
Connecticut
$623K -$2.9K -75 -0.5%
SAMC
1212
Shinko Asset Management Company
Japan
$622K -$52.6K -1,362 -8%
SRC
1213
Shufro Rose & Co
New York
$622K – – –
CFA
1214
CT Financial Advisors
Pennsylvania
$621K +$592K +15,316 New
RIA
1215
Regal Investment Advisors
Michigan
$617K +$119K +3,090 +24%
DCM
1216
Donaldson Capital Management
Indiana
$614K -$182K -4,700 -23%
BSW
1217
Buckingham Strategic Wealth
Missouri
$614K -$7.73K -200 -1%
PWM
1218
Perigon Wealth Management
California
$605K -$24.1K -625 -4%
JMFC
1219
J.M. Forbes & Co
Massachusetts
$605K -$1.16K -30 -0.2%
LWI
1220
Long Wharf Investors
Massachusetts
$604K +$50.3K +1,303 +9%
AP
1221
Atwood & Palmer
Missouri
$591K +$73.5K +1,902 +14%
EVC
1222
Eidelman Virant Capital
Missouri
$590K – – –
EA
1223
Elm Advisors
California
$589K -$5.79K -150 -1%
OIM
1224
Orca Investment Management
Oregon
$585K -$9.66K -250 -2%
FM
1225
Foster & Motley
Ohio
$584K +$64.7K +1,676 +12%
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