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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1101
Shepherd Financial Partners
Massachusetts
$202K +$172K +5,060 New
CSIC
1102
Clifford Swan Investment Counsel
California
$202K +$176K +5,150 New
EWM
1103
Empirical Wealth Management
Washington
$202K +$176K +5,160 New
FP
1104
Foundry Partners
Minnesota
$201K +$175K +5,130 New
PWSG
1105
Pacific Wealth Strategies Group
California
$200K -$114K -3,330 -39%
IGGA
1106
Iron Gate Global Advisors
Utah
$200K +$175K +5,120 New
ATC
1107
Adirondack Trust Company
New York
$198K +$8.52K +250 +5%
WT
1108
Washington Trust
Rhode Island
$195K +$170K +4,990 New
CWA
1109
Clarus Wealth Advisors
Arizona
$190K +$219K +6,430 New
OAJ
1110
Ogorek Anthony Joseph
New York
$184K – – –
BBA
1111
Braun-Bostich & Associates
Pennsylvania
$177K -$9.54K -280 -6%
AWM
1112
Avior Wealth Management
Nebraska
$177K +$143K +4,190 +1,232%
WAM
1113
Wolverine Asset Management
Illinois
$176K -$789K -23,140 -84%
SBL
1114
Sargent Bickham Lagudis
Colorado
$175K +$72.6K +2,130 +91%
PFBT
1115
Parkside Financial Bank & Trust
Missouri
$174K +$4.77K +140 +3%
DAM
1116
Delta Asset Management
Tennessee
$166K – – –
AIP
1117
Almanack Investment Partners
Pennsylvania
$165K +$144K +4,220 New
SMFS
1118
Squar Milner Financial Services
California
$162K +$141K +4,150 New
PFSC
1119
Peoples Financial Services Corp
Pennsylvania
$161K +$68.2K +2,000 +94%
NEI
1120
Northwest & Ethical Investments
Ontario, Canada
$157K +$136K +4,000 New
LWM
1121
Lenox Wealth Management
Ohio
$156K +$1.71K +50 +1%
EWM
1122
Edge Wealth Management
New York
$153K – – –
FPFS
1123
First Personal Financial Services
North Carolina
$152K -$182K -5,350 -58%
ED
1124
Exane Derivatives
France
$152K -$58.6K -1,720 -31%
FC
1125
Ferris Capital
Massachusetts
$151K -$11.9K -350 -8%
43 44
45
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