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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1726
Robertson Stephens Wealth Management
California
$780K -$463K -1,392 -39%
MFW
1727
Mosaic Family Wealth
Missouri
$779K -$48.6K -146 -6%
PJB
1728
Paul John Balson
California
$779K +$665 +2 +0.1%
BPGAM
1729
BTG Pactual Global Asset Management
Bermuda
$772K – – –
FPCG
1730
Fort Pitt Capital Group
Pennsylvania
$772K +$44.2K +133 +7%
APWM
1731
Atlas Private Wealth Management
New York
$771K -$30.9K -93 -4%
O
1732
Ossiam
France
$768K +$698K +2,098 +3,885%
CIA
1733
Capital Investment Advisors
Georgia
$767K -$153K -461 -18%
MWM
1734
Minot Wealth Management
Massachusetts
$767K +$140K +421 +24%
DPI
1735
Diversified Portfolios Inc
Michigan
$767K +$715K +2,150 New
VWM
1736
Venturi Wealth Management
Texas
$764K -$59.9K -180 -8%
FFM
1737
Fullerton Fund Management
Singapore
$763K -$5.74M -17,258 -89%
AL
1738
Aspiriant LLC
California
$759K -$34.6K -104 -5%
CPA
1739
Court Place Advisors
Maryland
$759K – – –
BIM
1740
Baldwin Investment Management
Pennsylvania
$757K +$6.65K +20 +1%
LWM
1741
Loveless Wealth Management
Montana
$757K +$16.6K +50 +2%
EWA
1742
ERTS Wealth Advisors
Michigan
$756K -$167K -502 -19%
RCG
1743
Rock Creek Group
District of Columbia
$756K -$65.5K -197 -9%
AIS
1744
American Investment Services
Massachusetts
$752K +$998 +3 +0.1%
LCS
1745
Levin Capital Strategies
New York
$750K +$699K +2,100 New
SMC
1746
Smith, Moore & Co
Missouri
$749K -$763K -2,293 -52%
KWM
1747
Keebeck Wealth Management
Illinois
$749K +$17.3K +52 +3%
DJSG
1748
D.J. St. Germain
Massachusetts
$748K – – –
MSAM
1749
Moloney Securities Asset Management
Missouri
$747K -$16.6K -50 -2%
LIM
1750
Lagoda Investment Management
New York
$747K +$81.5K +245 +13%
68 69
70
71 72