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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
851
Private Trust Company
Ohio
$1.84M +$11.8K +138 +0.7%
ITIM
852
Indiana Trust & Investment Management
Indiana
$1.84M -$153K -1,784 -8%
FG
853
Fiduciary Group
Georgia
$1.82M -$35.1K -409 -2%
IWA
854
IBEX Wealth Advisors
New Jersey
$1.82M +$24.2K +282 +1%
KJHP
855
K.J. Harrison & Partners
Ontario, Canada
$1.82M -$85.8K -1,000 -5%
IIM
856
Ipswich Investment Management
Massachusetts
$1.8M – – –
TPWA
857
TRUE Private Wealth Advisors
Oregon
$1.8M +$16.3K +190 +1%
JRP
858
Jasper Ridge Partners
California
$1.79M +$176K +2,050 +12%
BMC
859
Beaton Management Company
Massachusetts
$1.77M -$30K -350 -2%
CC
860
ClearArc Capital
Ohio
$1.77M +$11.1K +130 +0.7%
BCM
861
Bayesian Capital Management
New York
$1.76M +$1.61M +18,793 New
FI
862
Fosun International
China
$1.76M -$42.9K -500 -3%
PH
863
Pinnacle Holdings
Oklahoma
$1.76M -$7.03K -82 -0.4%
BL
864
BFSG LLC
California
$1.75M -$3.34K -39 -0.2%
CWM
865
Confluence Wealth Management
Oregon
$1.75M +$154K +1,799 +11%
BEAM
866
Baker Ellis Asset Management
Washington
$1.73M -$180K -2,099 -10%
SMFS
867
Squar Milner Financial Services
California
$1.72M +$430K +5,018 +58%
SCM
868
SOL Capital Management
Maryland
$1.71M -$17.2K -200 -1%
FTC
869
Farmers Trust Company
Ohio
$1.71M -$36.6K -427 -2%
AWM
870
AE Wealth Management
Kansas
$1.71M +$90.1K +1,051 +6%
CIA
871
Choate Investment Advisors
Massachusetts
$1.71M +$6.95K +81 +0.4%
AAM
872
Advisors Asset Management
Colorado
$1.7M +$238K +2,780 +18%
ST
873
Somerset Trust
Pennsylvania
$1.7M +$58.4K +681 +4%
DP
874
Dearborn Partners
Illinois
$1.67M -$181K -2,116 -11%
CIP
875
Capital Insight Partners
Arizona
$1.67M -$21.3K -248 -1%
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