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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1151
Balasa Dinverno & Foltz
$678K +$119K +1,163 +22%
LW
1152
Linscomb Wealth
Texas
$675K +$130K +1,267 +24%
FA
1153
FCG Advisors
New Jersey
$673K +$9.66K +94 +1%
MIC
1154
MU Investments Company
Japan
$671K -$247K -2,400 -27%
MC
1155
Mathes Company
New York
$662K +$5.14K +50 +0.8%
SCM
1156
Schnieders Capital Management
California
$653K +$252K +2,451 +65%
CFA
1157
Camarda Financial Advisors
Florida
$649K +$488K +4,755 +328%
BW
1158
Bison Wealth
Georgia
$648K +$636K +6,192 New
WCM
1159
Wildcat Capital Management
New York
$645K – – –
EHWM
1160
Eads & Heald Wealth Management
Georgia
$645K +$50.3K +490 +9%
1SB
1161
1ST Source Bank
Indiana
$645K +$633K +6,161 New
PJSIMP
1162
P.J. Schmidt Investment Management (PJS)
Wisconsin
$642K -$51.4K -500 -8%
SFG
1163
Sage Financial Group
Pennsylvania
$640K +$628K +6,116 New
BHB
1164
Bank Hapoalim BM
Israel
$632K +$210K +2,047 +51%
SCM
1165
Southport Capital Management
Tennessee
$624K – – –
CIC
1166
Carnegie Investment Counsel
Ohio
$621K +$49.9K +486 +10%
OWD
1167
Osborn Williams & Donohoe
Ohio
$620K – – –
SFA
1168
Sequoia Financial Advisors
Ohio
$615K +$5.34K +52 +0.9%
CCM
1169
Coldstream Capital Management
Washington
$614K +$188K +1,826 +45%
CPO
1170
Cerity Partners OCIO
New York
$611K -$49.4K -481 -8%
BFM
1171
Boston Financial Management
Massachusetts
$605K -$61.6K -600 -9%
WC
1172
Whitney & Co
New York
$599K -$5.14K -50 -0.9%
CL
1173
Choreo LLC
Illinois
$598K -$29.3K -285 -5%
SIM
1174
SSI Investment Management
California
$594K – – –
CL
1175
CSS LLC
Illinois
$594K +$123K +1,200 +27%
45 46
47
48 49