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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
1926
Sustainable Insight Capital Management
New York
$1.09M +$1.06M +16,500 New
NBC
1927
Neuberger Berman Canada
Ontario, Canada
$1.08M -$193K -3,014 -16%
MFW
1928
Mosaic Family Wealth
Missouri
$1.08M +$11.3K +177 +1%
AB
1929
Atlas Brown
Kentucky
$1.08M -$2.44K -38 -0.2%
PH
1930
Pinnacle Holdings
Oklahoma
$1.07M -$21.9K -342 -2%
RGIA
1931
Rainier Group Investment Advisory
Washington
$1.07M -$42K -656 -4%
VWA
1932
V Wealth Advisors
Kansas
$1.07M +$389K +6,067 +60%
FI
1933
FormulaFolio Investments
Michigan
$1.05M +$364K +5,675 +55%
BBNB
1934
Baker Boyer National Bank
Washington
$1.05M -$705 -11 -0.1%
BRC
1935
Bell Rock Capital
Delaware
$1.05M +$108K +1,691 +12%
GKWIM
1936
Gerber Kawasaki Wealth & Investment Management
California
$1.04M +$225K +3,505 +28%
PI
1937
PHH Investments
Texas
$1.04M -$533K -8,313 -34%
RFA
1938
Reilly Financial Advisors
California
$1.04M +$103K +1,614 +11%
WG
1939
Welch Group
Alabama
$1.04M -$227K -3,537 -18%
DM
1940
Diker Management
New York
$1.04M – – –
LA
1941
Lau Associates
Delaware
$1.04M +$394K +6,152 +64%
RCA
1942
Rowland Carmichael Advisors
Arizona
$1.03M -$175K -2,727 -15%
NERM
1943
New England Research & Management
Illinois
$1.03M +$45K +702 +5%
BL
1944
Balentine LLC
Georgia
$1.03M +$85.4K +1,333 +9%
PK
1945
Pflug Koory
Nebraska
$1.03M +$64.1K +1,000 +7%
WA
1946
WealthTrust-Arizona
Arizona
$1.02M -$32.2K -502 -3%
TAM
1947
Todd Asset Management
Kentucky
$1.02M +$75.2K +1,173 +8%
FP
1948
Foundry Partners
Minnesota
$1.02M -$467K -7,291 -32%
RVPG
1949
Relative Value Partners Group
$1.01M +$89.5K +1,396 +10%
SS
1950
Simplicity Solutions
Minnesota
$1.01M +$118K +1,836 +14%
76 77
78
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