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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1451
Nations Financial Group
Iowa
$394K +$84.1K +1,904 +28%
MWM
1452
Modera Wealth Management
New Jersey
$393K -$27.5K -622 -7%
GLI
1453
Guardian Life Insurance
New York
$390K -$275K -6,229 -42%
WPW
1454
Waldron Private Wealth
Pennsylvania
$390K -$175K -3,959 -31%
NCM
1455
Noesis Capital Mangement
Florida
$389K +$3.98K +90 +1%
SFG
1456
SevenBridge Financial Group
Pennsylvania
$389K +$68.8K +1,556 +22%
CIM
1457
Confluence Investment Management
Missouri
$387K +$140K +3,158 +58%
CA
1458
Continuum Advisory
Idaho
$385K +$14.8K +335 +4%
SCI
1459
Stableford Capital II
Arizona
$385K +$38.8K +878 +11%
HIIFS
1460
Harel Insurance Investments & Financial Services
Israel
$384K -$38.1K -862 -9%
EAM
1461
Evanson Asset Management
California
$384K +$6.41K +145 +2%
IIA
1462
IPG Investment Advisors
California
$383K -$19.9K -450 -5%
BL
1463
BFSG LLC
California
$383K -$62.3K -1,409 -14%
CCC
1464
Chelsea Counsel Company
California
$381K -$30.9K -700 -8%
NME
1465
Notis-McConarty Edward
$381K -$11K -250 -3%
OCM
1466
One Capital Management
California
$380K +$50.4K +1,140 +16%
CNB
1467
Camden National Bank
Maine
$377K -$23.5K -531 -6%
HCM
1468
Huber Capital Management
California
$377K – – –
DSAM
1469
Dock Street Asset Management
Florida
$376K – – –
PAS
1470
Partnervest Advisory Services
California
$375K -$5.66K -128 -2%
EM
1471
ELCO Management
New York
$374K -$3.09K -70 -0.8%
PJSIMP
1472
P.J. Schmidt Investment Management (PJS)
Wisconsin
$371K -$19.3K -436 -5%
PHK
1473
Point72 Hong Kong
Hong Kong
$371K +$120K +2,711 +49%
IWA
1474
IBEX Wealth Advisors
New Jersey
$371K +$370K +8,375 New
SL
1475
Summitry LLC
California
$370K -$13.7K -310 -4%
57 58
59
60 61