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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1151
Frisch Financial Group
New York
$648K +$57.3K +9,080 +10%
MSAM
1152
Moloney Securities Asset Management
Missouri
$645K -$161K -25,480 -21%
CPA
1153
Court Place Advisors
Maryland
$645K -$6.31K -1,000 -1%
HB
1154
Homrich & Berg
Georgia
$645K +$233K +36,880 +60%
EWM
1155
Evercore Wealth Management
New York
$642K -$45.9K -7,280 -7%
GCAC
1156
Guardian Capital Advisors (Canada)
Ontario, Canada
$641K -$230K -36,400 -20%
ST
1157
Spinnaker Trust
Maine
$641K – – –
AIC
1158
Ameritas Investment Company
Nebraska
$640K -$892K -141,360 -59%
GA
1159
GFS Advisors
Texas
$639K -$1.36M -215,760 -69%
CCM
1160
Canal Capital Management
Virginia
$639K +$209K +33,200 +52%
CL
1161
Choreo LLC
Illinois
$638K -$21.2K -3,360 -3%
RWA
1162
River Wealth Advisors
Pennsylvania
$637K -$6.31K -1,000 -1%
PWPS
1163
Pinnacle Wealth Planning Services
Ohio
$635K +$123K +19,520 +25%
GP
1164
Girard Partners
Pennsylvania
$634K -$33.1K -5,240 -5%
OC
1165
Oarsman Capital
Wisconsin
$633K -$194K -30,680 -24%
CF
1166
Centaurus Financial
California
$633K -$35.6K -5,640 -6%
EPA
1167
Element Pointe Advisors
Florida
$633K +$12.1K +1,920 +2%
WTB
1168
Washington Trust Bank
Washington
$630K -$73.2K -11,600 -11%
KIA
1169
KCM Investment Advisors
California
$630K +$75.2K +11,920 +14%
CAM
1170
Covenant Asset Management
New Jersey
$626K – – –
SAM
1171
Silvercrest Asset Management
New York
$623K – – –
FNBT
1172
FineMark National Bank & Trust
Florida
$623K +$2.52K +400 +0.4%
WP
1173
WealthSource Partners
California
$622K -$155K -24,640 -21%
SM
1174
Senvest Management
New York
$616K +$590K +93,440 New
FIM
1175
Freedom Investment Management
Connecticut
$615K -$32.3K -5,120 -5%
45 46
47
48 49