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Name Holding Trade Value Shares
Change 		Change in
Stake
NIMI
1351
Natixis Investment Managers International
France
$758K -$7.29M -152,339 -90%
AC
1352
Abbrea Capital
California
$758K +$6.94K +145 +0.9%
AA
1353
ALPS Advisors
Colorado
$756K -$48.6M -1,015,366 -98%
MCM
1354
Maryland Capital Management
Maryland
$756K – – –
FBB
1355
Fulton Breakefield Broenniman
Maryland
$755K +$144 +3 +0%
RTS
1356
Round Table Services
New Jersey
$754K -$151K -3,146 -17%
IMOV
1357
Investment Management of Virginia
Virginia
$754K -$45.5K -950 -6%
NERM
1358
New England Research & Management
Illinois
$753K -$6.99K -146 -0.9%
MCM
1359
Maple Capital Management
Vermont
$752K -$13K -271 -2%
PWM
1360
Perigon Wealth Management
California
$752K +$340K +7,101 +81%
AIA
1361
Arbor Investment Advisors
North Carolina
$750K -$1K -21 -0.1%
FI
1362
FormulaFolio Investments
Michigan
$750K – – –
RFA
1363
Reilly Financial Advisors
California
$746K -$56.5K -1,181 -7%
WP
1364
WealthShield Partners
North Carolina
$745K +$3.49K +73 +0.5%
FNBOSM
1365
First National Bank of South Miami
Florida
$745K +$741K +15,482 New
DA
1366
Doliver Advisors
Texas
$742K -$140K -2,932 -16%
DIS
1367
Diversified Investment Strategies
Louisiana
$740K -$51.7K -1,080 -6%
LC
1368
LCNB Corp
Ohio
$738K -$14.6K -304 -2%
LIM
1369
Lathrop Investment Management
Arkansas
$732K +$574 +12 +0.1%
CPO
1370
Cerity Partners OCIO
New York
$731K -$213K -4,441 -22%
SWMG
1371
Signature Wealth Management Group
Georgia
$731K – – –
SIAP
1372
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$731K +$39.1K +816 +6%
IC
1373
Inscription Capital
Texas
$731K +$739K +15,445 New
PWPS
1374
Pinnacle Wealth Planning Services
Ohio
$729K +$69K +1,441 +10%
MAM
1375
Morse Asset Management
Connecticut
$728K – – –
53 54
55
56 57