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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
801
North American Management
Massachusetts
$343K +$361K +5,700 New
WSFS
802
Wilmington Savings Fund Society
Delaware
$335K +$41.3K +651 +13%
SM
803
Salzhauer Michael
$331K -$317K -5,000 -48%
PWLP
804
Prio Wealth Limited Partnership
Massachusetts
$331K +$349K +5,500 New
BP
805
Ballentine Partners
Massachusetts
$328K +$44.5K +703 +15%
SFA
806
Sequoia Financial Advisors
Ohio
$326K +$28.5K +450 +9%
PMG
807
ProVise Management Group
Florida
$320K +$50.7K +800 +18%
KFC
808
Klingenstein Fields & Co
New York
$319K -$899K -14,190 -73%
EWM
809
Edge Wealth Management
New York
$318K – – –
BFEC
810
Benjamin F. Edwards & Company
Missouri
$315K -$203K -3,208 -38%
WAM
811
Weatherly Asset Management
California
$315K – – –
TFA
812
Transamerica Financial Advisors
Florida
$313K +$295K +4,648 +859%
SAM
813
Silvercrest Asset Management
New York
$307K -$15.3K -241 -5%
CGT
814
Capital Guardian Trust
California
$301K +$187K +2,956 +145%
CIA
815
Capital Investment Advisors
Georgia
$297K -$43.7K -690 -12%
SCA
816
Stonebridge Capital Advisors
Minnesota
$297K – – –
MCWS
817
McKinley Carter Wealth Services
West Virginia
$294K -$148K -2,336 -32%
CS
818
Comerica Securities
Michigan
$293K +$308K +4,864 New
NFG
819
Nadler Financial Group
Illinois
$288K -$427K -6,731 -58%
VIA
820
Vantage Investment Advisors
Pennsylvania
$285K -$36.4K -575 -11%
BCM
821
Blume Capital Management
California
$283K -$807K -12,737 -73%
1IC
822
1919 Investment Counsel
Maryland
$280K +$12.7K +200 +5%
CL
823
CPWM LLC
Washington
$280K +$294K +4,644 New
PSI
824
Pinnacle Summer Investments
Virginia
$279K -$6.34K -100 -2%
HHGA
825
Halbert Hargrove Global Advisors
California
$273K -$7.73K -122 -3%
31 32
33
34 35