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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1201
BigSur Wealth Management
Florida
$209K +$202K +48,000 New
RFA
1202
Reilly Financial Advisors
California
$208K – – –
SWK
1203
Stephen W. Kidder
$208K +$200K +47,600 New
CC
1204
Cannell & Co
New York
$207K +$200K +47,480 New
EWA
1205
EP Wealth Advisors
California
$207K +$200K +47,560 New
NSIM
1206
North Star Investment Management
Illinois
$207K +$200K +47,600 New
HL
1207
HeadInvest LLC
Maine
$207K +$201K +47,680 New
BAMF
1208
BI Asset Management Fondsmaeglerselskab
Denmark
$206K +$17.3K +4,120 +10%
RT
1209
Rockland Trust
Massachusetts
$206K +$192K +45,560 New
GW
1210
GW & Wade
Massachusetts
$206K +$200K +47,440 New
PFA
1211
Pathway Financial Advisors
Vermont
$205K +$166K +39,480 New
RGC
1212
Roberts, Glore & Co
Illinois
$205K +$198K +47,000 New
FFA
1213
First Foundation Advisors
California
$203K -$108K -25,760 -36%
GRP
1214
Global Retirement Partners
California
$203K +$35.2K +8,360 +22%
TWM
1215
Torch Wealth Management
Ohio
$202K -$16.8K -4,000 -8%
DCM
1216
Delta Capital Management
New Jersey
$201K -$13.5K -3,200 -6%
APG
1217
Abacus Planning Group
South Carolina
$201K +$194K +46,200 New
BFS
1218
Bradley Foster & Sargent
Connecticut
$200K +$193K +45,960 New
ARMT
1219
Amica Retiree Medical Trust
Rhode Island
$197K -$44.3K -10,520 -19%
PFBT
1220
Parkside Financial Bank & Trust
Missouri
$197K +$9.42K +2,240 +5%
AIM
1221
AIA Investment Management
Singapore
$197K +$191K +45,320 New
AA
1222
Advisory Alpha
Michigan
$197K +$183K +43,560 New
ED
1223
Exane Derivatives
France
$186K -$378K -89,760 -68%
TF
1224
TimeScale Financial
Massachusetts
$186K +$16.8K +4,000 +10%
SIM
1225
Sonora Investment Management
Arizona
$183K +$19.9K +4,720 +13%
47 48
49
50 51