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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
1476
Polaris Wealth Advisory Group
California
$944K +$896K +27,337 New
SC
1477
Savant Capital
Illinois
$934K +$886K +27,034 New
HSA
1478
Holt-Smith Advisors
Wisconsin
$931K +$883K +26,958 New
CBT
1479
Central Bank & Trust
Kentucky
$919K +$871K +26,590 New
DS
1480
Dudley & Shanley
Florida
$915K +$868K +26,500 New
FM
1481
Family Management
New York
$903K +$856K +26,126 New
MCA
1482
Metropolitan Capital Advisors
New York
$901K +$854K +26,075 New
HPBT
1483
High Point Bank & Trust
North Carolina
$900K +$853K +26,044 New
BCM
1484
Bluefin Capital Management
New York
$900K +$869K +26,529 New
JWM
1485
Jacobus Wealth Management
Wisconsin
$897K +$850K +25,955 New
DBT
1486
Dubuque Bank & Trust
Iowa
$897K +$851K +25,969 New
FHB
1487
First Hawaiian Bank
Hawaii
$893K +$847K +25,841 New
PSI
1488
Pinnacle Summer Investments
Virginia
$888K +$842K +25,714 New
SOAMC
1489
Spirit of America Management Corp
New York
$882K +$837K +25,550 New
BP
1490
Ballentine Partners
Massachusetts
$873K +$828K +25,266 New
SCM
1491
Southport Capital Management
Tennessee
$866K +$821K +25,065 New
LA
1492
Lau Associates
Delaware
$864K +$820K +25,024 New
GT
1493
Greenleaf Trust
Michigan
$862K +$817K +24,944 New
PAS
1494
Partnervest Advisory Services
California
$861K +$816K +24,916 New
MMLI
1495
Massachusetts Mutual Life Insurance
Massachusetts
$860K +$815K +24,878 New
BHC
1496
Bowen Hanes & Co
Florida
$859K +$815K +24,875 New
HRIA
1497
Haberer Registered Investment Advisor
Ohio
$857K +$812K +24,790 New
MFW
1498
Meristem Family Wealth
Minnesota
$854K +$810K +24,717 New
AF
1499
Allworth Financial
California
$851K +$807K +24,625 New
MCM
1500
Moon Capital Management
New York
$846K +$803K +24,498 New
58 59
60
61 62