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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1026
Pallas Capital Advisors
Massachusetts
$2.25M -$724K -11,600 -25%
GA
1027
Geller Advisors
New York
$2.25M +$3.75K +60 +0.2%
WWM
1028
WT Wealth Management
Arizona
$2.24M -$190K -3,050 -8%
JPWM
1029
Jamison Private Wealth Management
Georgia
$2.23M -$65.6K -1,050 -3%
EHWM
1030
Eads & Heald Wealth Management
Georgia
$2.23M +$581K +9,310 +39%
JIC
1031
Johnson Investment Counsel
Ohio
$2.23M -$35K -560 -2%
WC
1032
Waterloo Capital
Texas
$2.21M +$693K +11,090 +51%
BTWM
1033
Baker Tilly Wealth Management
Wisconsin
$2.21M -$4.01M -64,200 -66%
CFG
1034
Cooper Financial Group
California
$2.2M +$162K +2,600 +9%
IB
1035
Intrust Bank
Kansas
$2.19M +$6.25K +100 +0.3%
IP
1036
Intellectus Partners
California
$2.18M -$918K -14,700 -31%
BW
1037
Bison Wealth
Georgia
$2.18M – – –
APGDR
1038
Absoluto Partners Gestao de Recursos
Brazil
$2.17M +$339K +5,420 +20%
LOIP
1039
Live Oak Investment Partners
Texas
$2.17M – – –
H
1040
HoyleCohen
California
$2.17M -$15.6K -250 -0.8%
FA
1041
Fagan Associates
New York
$2.17M +$106K +1,700 +6%
PIM
1042
Profit Investment Management
Maryland
$2.16M +$65K +1,040 +3%
GAM
1043
Grandview Asset Management
Pennsylvania
$2.16M -$18.7K -300 -0.9%
DWA
1044
Dorsey Wright & Associates
California
$2.15M +$44.3K +710 +2%
RRCM
1045
Rappaport Reiches Capital Management
Illinois
$2.15M +$11.2K +180 +0.6%
WI
1046
WBI Investments
New Jersey
$2.15M -$1.47M -23,500 -42%
BSAM
1047
Blue Square Asset Management
New York
$2.14M +$1.25K +20 +0.1%
AC
1048
Arjuna Capital
North Carolina
$2.14M -$44.3K -710 -2%
CIM
1049
CIM Investment Management
Pennsylvania
$2.14M -$11.2K -180 -0.6%
WA
1050
Waverly Advisors
Alabama
$2.13M -$132K -2,110 -6%
40 41
42
43 44