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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1751
Todd Asset Management
Kentucky
$687K -$10M -229,819 -93%
SGA
1752
Strategic Global Advisors
California
$685K – – –
CP
1753
Camelot Portfolios
Ohio
$685K +$4.35K +100 +0.6%
PWM
1754
Perigon Wealth Management
California
$682K -$793K -18,221 -52%
MIP
1755
Marietta Investment Partners
Wisconsin
$680K – – –
RWA
1756
River Wealth Advisors
Pennsylvania
$673K +$720K +16,547 New
SRSA
1757
S.R. Schill & Associates
Washington
$669K +$12.7K +292 +2%
VAM
1758
Visium Asset Management
New York
$667K -$544K -12,490 -43%
SLA
1759
Silver Lake Advisory
Utah
$664K +$5.27K +121 +0.7%
CL
1760
CSS LLC
Illinois
$657K – – –
MC
1761
Maverick Capital
Texas
$647K +$693K +15,920 New
PAM
1762
Premier Asset Management
Illinois
$642K -$94.7K -2,175 -12%
PA
1763
Planning Alternatives
Michigan
$639K -$5.66K -130 -0.8%
BPCE
1764
Bank Pictet & Cie (Europe)
Germany
$633K +$29.6K +680 +5%
BFIC
1765
Bedell Frazier Investment Counselling
California
$631K +$676K +15,528 New
BA
1766
BKS Advisors
Michigan
$615K +$659K +15,129 New
AIC
1767
Atlantic Investment Company
Georgia
$614K – – –
HA
1768
Halsey Associates
Connecticut
$612K -$9.36K -215 -1%
CASB
1769
Cape Ann Savings Bank
Massachusetts
$612K -$5.44K -125 -0.8%
PMG
1770
ProVise Management Group
Florida
$612K +$95.8K +2,200 +17%
SC
1771
Skylands Capital
Wisconsin
$610K +$653K +15,000 New
PHAM
1772
Palisades Hudson Asset Management
Florida
$608K – – –
SAM
1773
SignalPoint Asset Management
Missouri
$607K -$83.1K -1,908 -11%
PCA
1774
Private Capital Advisors
Connecticut
$605K – – –
CAM
1775
Cacti Asset Management
Georgia
$604K – – –
69 70
71
72 73