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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1226
Grisanti Capital Management
New York
$529K +$544K +13,142 New
CPO
1227
Cerity Partners OCIO
New York
$527K +$544K +13,132 New
BP
1228
Ballentine Partners
Massachusetts
$526K +$543K +13,108 New
ACP
1229
Aviance Capital Partners
Florida
$526K +$543K +13,110 New
SL
1230
Summitry LLC
California
$525K +$542K +13,084 New
I
1231
IberiaBank
Louisiana
$525K +$542K +13,100 New
RIA
1232
Regal Investment Advisors
Michigan
$521K +$534K +12,898 New
HBWM
1233
Hollow Brook Wealth Management
New York
$521K +$538K +13,000 New
WG
1234
Winchester Group
New York
$521K +$538K +13,000 New
LPT
1235
Legacy Private Trust
Wisconsin
$519K +$535K +12,934 New
HAIM
1236
Hunter Associates Investment Management
Pennsylvania
$511K +$528K +12,741 New
FA
1237
Financial Advantage
Maryland
$507K +$523K +12,628 New
SCP
1238
Sandhill Capital Partners
New York
$505K +$521K +12,580 New
TIM
1239
Telemus Investment Management
Michigan
$504K +$520K +12,556 New
AFC
1240
AFT Forsyth & Company
Florida
$503K +$519K +12,536 New
LJHT
1241
Laurie J. Hall Trustee
$502K +$519K +12,530 New
MCM
1242
Marathon Capital Management
Maryland
$500K +$516K +12,470 New
FHC
1243
First Heartland Consultants
Missouri
$494K +$510K +12,316 New
RA
1244
Rational Advisors
New York
$491K +$507K +12,236 New
RFA
1245
Reilly Financial Advisors
California
$490K +$503K +12,142 New
PTC
1246
Philadelphia Trust Company
Pennsylvania
$489K +$504K +12,181 New
VCAM
1247
Van Cleef Asset Management
Ohio
$483K +$499K +12,050 New
UR
1248
USCA RIA
Texas
$483K +$499K +12,052 New
EWA
1249
Exencial Wealth Advisors
Oklahoma
$483K +$505K +12,194 New
MFS
1250
Monetta Financial Services
Illinois
$481K +$497K +12,000 New
48 49
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