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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1051
Bruderman Asset Management
New York
$241K – – –
CM
1052
Capital Management
Virginia
$239K +$208K +6,100 New
IIM
1053
Intact Investment Management
Quebec, Canada
$239K +$208K +6,100 New
AWM
1054
Altium Wealth Management
New York
$238K +$208K +6,090 New
GAM
1055
Griffin Asset Management
New York
$235K -$34.1K -1,000 -14%
FCH
1056
Freestone Capital Holdings
Washington
$235K +$205K +6,000 New
TIA
1057
Tiemann Investment Advisors
California
$235K +$205K +6,000 New
CPO
1058
Cerity Partners OCIO
New York
$233K +$203K +5,950 New
MWAC
1059
Mariner Wealth Advisors (Cincinnati)
Ohio
$227K +$198K +5,800 New
CCT
1060
Country Club Trust
Missouri
$226K +$197K +5,770 New
LA
1061
LVW Advisors
New York
$225K -$54.2K -1,590 -22%
IWA
1062
Intercontinental Wealth Advisors
Texas
$225K +$196K +5,750 New
NDSI
1063
Newman Dignan & Sheerar Inc
Rhode Island
$225K +$196K +5,750 New
HGWM
1064
Harvest Group Wealth Management
Massachusetts
$225K +$196K +5,760 New
WT
1065
Whittier Trust
California
$222K +$10.2K +300 +6%
FFWA
1066
FRG Family Wealth Advisors
Washington
$222K +$193K +5,670 New
NB
1067
Northwest Bancshares
Pennsylvania
$222K +$193K +5,670 New
HCA
1068
Horan Capital Advisors
Ohio
$217K +$189K +5,550 New
SCA
1069
Sage Capital Advisors
South Dakota
$216K -$48.4K -1,420 -20%
LIM
1070
Lathrop Investment Management
Arkansas
$216K +$188K +5,510 New
CCP
1071
Clarkston Capital Partners
Michigan
$216K +$188K +5,520 New
CAM
1072
Claret Asset Management
Quebec, Canada
$215K +$187K +5,500 New
NRS
1073
Neville Rodie & Shaw
New York
$215K +$187K +5,500 New
OAM
1074
Oak Asset Management
California
$215K +$187K +5,500 New
FCB
1075
First Command Bank
Texas
$214K – – –
41 42
43
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