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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1726
Mosaic Family Wealth
Missouri
$779K -$48.6K -146 -6%
PJB
1727
Paul John Balson
California
$779K +$665 +2 +0.1%
BPGAM
1728
BTG Pactual Global Asset Management
Bermuda
$772K – – –
FPCG
1729
Fort Pitt Capital Group
Pennsylvania
$772K +$44.2K +133 +7%
APWM
1730
Atlas Private Wealth Management
New York
$771K -$30.9K -93 -4%
O
1731
Ossiam
France
$768K +$698K +2,098 +3,885%
CIA
1732
Capital Investment Advisors
Georgia
$767K -$153K -461 -18%
MWM
1733
Minot Wealth Management
Massachusetts
$767K +$140K +421 +24%
DPI
1734
Diversified Portfolios Inc
Michigan
$767K +$715K +2,150 New
VWM
1735
Venturi Wealth Management
Texas
$764K -$59.9K -180 -8%
FFM
1736
Fullerton Fund Management
Singapore
$763K -$5.74M -17,258 -89%
AL
1737
Aspiriant LLC
California
$759K -$34.6K -104 -5%
CPA
1738
Court Place Advisors
Maryland
$759K – – –
BIM
1739
Baldwin Investment Management
Pennsylvania
$757K +$6.65K +20 +1%
LWM
1740
Loveless Wealth Management
Montana
$757K +$16.6K +50 +2%
EWA
1741
ERTS Wealth Advisors
Michigan
$756K -$167K -502 -19%
RCG
1742
Rock Creek Group
District of Columbia
$756K -$65.5K -197 -9%
AIS
1743
American Investment Services
Massachusetts
$752K +$998 +3 +0.1%
LCS
1744
Levin Capital Strategies
New York
$750K +$699K +2,100 New
SMC
1745
Smith, Moore & Co
Missouri
$749K -$763K -2,293 -52%
KWM
1746
Keebeck Wealth Management
Illinois
$749K +$17.3K +52 +3%
DJSG
1747
D.J. St. Germain
Massachusetts
$748K – – –
MSAM
1748
Moloney Securities Asset Management
Missouri
$747K -$16.6K -50 -2%
LIM
1749
Lagoda Investment Management
New York
$747K +$81.5K +245 +13%
PWM
1750
Perigon Wealth Management
California
$747K +$169K +507 +32%
68 69
70
71 72