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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1051
BOK Financial Private Wealth
Colorado
$346K -$15.2K -49 -4%
BAM
1052
Barrett Asset Management
New York
$344K +$34.9K +113 +12%
MHR
1053
Matthew Hamilton Rosenberg
$343K +$61.5K +199 +23%
WWM
1054
Windsor Wealth Management
Indiana
$341K -$6.49K -21 -2%
MWPCG
1055
Measured Wealth Private Client Group
New Hampshire
$341K – – –
SIC
1056
Samalin Investment Counsel
New York
$337K +$96.8K +313 +42%
WB
1057
Webster Bank
Connecticut
$335K – – –
WB
1058
WesBanco Bank
West Virginia
$335K – – –
PFBT
1059
Parkside Financial Bank & Trust
Missouri
$333K -$235K -761 -42%
PTB
1060
Pioneer Trust Bank
Oregon
$333K +$8.04K +26 +3%
GIA
1061
GHP Investment Advisors
Colorado
$332K +$4.02K +13 +1%
CG
1062
Caprock Group
Idaho
$331K +$3.71K +12 +1%
BMCM
1063
Bryn Mawr Capital Management
Pennsylvania
$331K +$320K +1,035 New
KFC
1064
Klingenstein Fields & Co
New York
$330K – – –
NP
1065
NorthRock Partners
Minnesota
$328K +$12.7K +41 +4%
KFGK
1066
Keystone Financial Group (Kentucky)
Kentucky
$326K -$44.5K -144 -12%
EI
1067
Ethic Inc
New York
$325K +$84.4K +273 +37%
CAN
1068
Claraphi Advisory Network
United States
$324K +$8.04K +26 +3%
SCA
1069
STALEY CAPITAL ADVISERS
Pennsylvania
$323K – – –
CC
1070
Corton Capital
Ontario, Canada
$323K +$313K +1,012 New
EAM
1071
Evanson Asset Management
California
$322K -$40.2K -130 -11%
LC
1072
Landaas & Company
Wisconsin
$321K – – –
SPWM
1073
Spartan Planning & Wealth Management
North Carolina
$320K +$309K +1,001 New
EFM
1074
E Fund Management
China
$319K -$41.7K -135 -12%
CCM
1075
Cullen Capital Management
New York
$319K – – –
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