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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1901
Exencial Wealth Advisors
Oklahoma
$801K +$466K +8,894 +159%
AIM
1902
Avity Investment Management
Connecticut
$800K +$189K +3,601 +33%
RVPG
1903
Relative Value Partners Group
$797K +$17.6K +336 +2%
HFM
1904
Hartford Financial Management
Connecticut
$794K +$64.8K +1,236 +9%
TAM
1905
Todd Asset Management
Kentucky
$793K -$20.2K -385 -3%
AIM
1906
Assured Investment Management
New York
$793K +$621K +11,853 +474%
IAM
1907
Integre Asset Management
New York
$792K -$156K -2,970 -17%
BAC
1908
Boys Arnold & Co
North Carolina
$788K -$3.08M -58,693 -80%
BFIC
1909
Bedell Frazier Investment Counselling
California
$786K -$61.6K -1,175 -8%
PI
1910
Pettee Investors
Connecticut
$786K +$40.4K +770 +6%
SJIC
1911
St. James Investment Company
Texas
$782K -$12.7M -241,594 -94%
MFS
1912
Madrona Financial Services
Washington
$781K -$3.25K -62 -0.4%
IIA
1913
IPG Investment Advisors
California
$777K +$56.2K +1,073 +8%
CHP
1914
Cable Hill Partners
Oregon
$772K +$14.9K +285 +2%
NED
1915
Nancy E. Dempze
$772K +$131K +2,500 +22%
MCM
1916
Millie Capital Management
California
$770K – – –
CPO
1917
Cerity Partners OCIO
New York
$768K +$10.2K +194 +1%
ADBIC
1918
A.D. Beadell Investment Counsel
Wisconsin
$764K -$204K -3,900 -22%
AAM
1919
AR Asset Management
California
$762K – – –
SIC
1920
Shoker Investment Counsel
Ohio
$754K +$12.5K +239 +2%
FFSOTS
1921
Fiduciary Financial Services of The Southwest
Texas
$753K +$715K +13,634 New
SCA
1922
Stillwater Capital Advisors
Pennsylvania
$751K +$839 +16 +0.1%
PAG
1923
Pinnacle Advisory Group
Maryland
$751K +$89.4K +1,706 +14%
CWM
1924
Confluence Wealth Management
Oregon
$746K +$37.8K +721 +6%
ANTB
1925
AMG National Trust Bank
Colorado
$744K -$2.65M -50,470 -79%
75 76
77
78 79