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Name Holding Trade Value Shares
Change 		Change in
Stake
EMB
1051
Elefante Mark B
$313K +$315K +3,220 New
TG
1052
TLP Group
Illinois
$311K +$313K +3,193 New
VFS
1053
VSR Financial Services
Kansas
$308K +$19.6K +200 +7%
BA
1054
BKS Advisors
Michigan
$307K +$12.8K +131 +4%
LNC
1055
Lincoln National Corp
Pennsylvania
$295K -$3.72K -38 -1%
WA
1056
Wheatland Advisors
Pennsylvania
$295K – – –
BTW
1057
Boston Trust Walden
Massachusetts
$292K -$19.6K -200 -6%
EVM
1058
Evelyn V. Moreno
$292K – – –
PMFA
1059
Plante Moran Financial Advisors
Michigan
$290K -$11.1K -113 -4%
MC
1060
Middleton & Co
Massachusetts
$288K – – –
EP
1061
Edgestream Partners
New Jersey
$288K +$289K +2,955 New
MCM
1062
MAI Capital Management
Ohio
$288K +$290K +2,960 New
PHIMC
1063
Private Harbour Investment Management & Counsel
Ohio
$287K – – –
PWLP
1064
Prio Wealth Limited Partnership
Massachusetts
$287K +$54.9K +561 +23%
LBC
1065
Lowe Brockenbrough & Co
Virginia
$285K – – –
ICOA
1066
Investment Centers of America
North Dakota
$282K -$2.35K -24 -0.8%
KWMG
1067
King Wealth Management Group
Florida
$276K -$28.4K -290 -9%
FBNAT
1068
FirstMerit Bank N.A. Trustee
Ohio
$273K -$41.8K -427 -13%
PSC
1069
Prentiss Smith & Co
Vermont
$271K – – –
BBNB
1070
Baker Boyer National Bank
Washington
$271K +$19.6K +200 +8%
PHAM
1071
Palisades Hudson Asset Management
Florida
$271K +$28.4K +290 +12%
CS
1072
Credential Securities
$270K +$11.1K +113 +4%
AAM
1073
American Asset Management
Florida
$268K – – –
HB
1074
Homrich & Berg
Georgia
$267K -$163K -1,668 -38%
HT
1075
HighTower Trust
Texas
$263K -$227K -2,320 -46%
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