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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1301
Fiduciary Group
Georgia
$1.76M -$110K -657 -6%
GRP
1302
Global Retirement Partners
California
$1.76M +$105K +630 +7%
SGA
1303
Strategic Global Advisors
California
$1.75M -$194K -1,165 -10%
AAM
1304
AR Asset Management
California
$1.74M – – –
MCM
1305
MAI Capital Management
Ohio
$1.74M -$353K -2,116 -17%
PCMM
1306
Private Capital Management (Minnesota)
Minnesota
$1.74M – – –
BDF
1307
Balasa Dinverno & Foltz
$1.73M +$165K +991 +11%
MIM
1308
Marco Investment Management
Georgia
$1.72M +$41.7K +250 +3%
NSIM
1309
North Star Investment Management
Illinois
$1.71M +$15.4K +92 +0.9%
LA
1310
Lau Associates
Delaware
$1.7M – – –
LOAMS
1311
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.68M – – –
WA
1312
Waverly Advisors
Alabama
$1.67M -$29.2K -175 -2%
IUHSA
1313
Itau Unibanco Holding S.A.
Brazil
$1.67M -$1.26M -7,562 -71%
CWM
1314
Confluence Wealth Management
Oregon
$1.66M -$122K -733 -7%
BTNA
1315
Bremer Trust National Association
Minnesota
$1.66M -$63.4K -380 -4%
HCM
1316
Horan Capital Management
Maryland
$1.66M -$46.2K -277 -3%
MHC
1317
Meyer Handelman Company
New York
$1.66M +$347K +2,080 +27%
AWM
1318
Avior Wealth Management
Nebraska
$1.65M +$75.3K +451 +5%
WIA
1319
Westbourne Investment Advisors
Maryland
$1.64M +$324K +1,939 +25%
ZB
1320
Zions Bancorporation
Utah
$1.63M +$1.37M +8,188 +603%
NFG
1321
Nadler Financial Group
Illinois
$1.63M +$7.84K +47 +0.5%
SFA
1322
Sequoia Financial Advisors
Ohio
$1.63M +$52.1K +312 +3%
RWA
1323
River Wealth Advisors
Pennsylvania
$1.61M +$82.6K +495 +6%
RCAG
1324
Rehmann Capital Advisory Group
Michigan
$1.61M -$57.1K -342 -4%
EA
1325
Emerald Advisers
Pennsylvania
$1.6M – – –
51 52
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