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Name Holding Trade Value Shares
Change 		Change in
Stake
MJP
1601
Michael J. Puzo
$18.7M -$803K -6,380 -5%
GAA
1602
Global Assets Advisory
Florida
$18.6M -$22.6M -179,457 -60%
VHAM
1603
Van Hulzen Asset Management
California
$18.4M +$1.06M +8,418 +8%
GFP
1604
Gryphon Financial Partners
Ohio
$18.4M +$2.17M +17,204 +17%
BCA
1605
Bay Colony Advisors
Massachusetts
$18.4M +$366K +2,907 +3%
SWP
1606
Strategic Wealth Partners
Ohio
$18.3M +$14.6M +115,810 New
SCM
1607
Sirios Capital Management
Massachusetts
$18.3M -$2.46M -19,536 -14%
DLCIG
1608
D.L. Carlson Investment Group
New Hampshire
$18.3M -$42.2K -335 -0.3%
ASBI
1609
American State Bank (Iowa)
Iowa
$18.3M -$81.7K -649 -0.6%
RW
1610
Rockport Wealth
Ohio
$18.2M +$4.25M +33,747 +41%
RIA
1611
Regal Investment Advisors
Michigan
$18.2M -$2.57M -20,436 -15%
PL
1612
Perpetual Ltd
Australia
$18.2M -$106M -841,907 -88%
HIS
1613
Horizon Investment Services
Indiana
$18.2M +$56.9K +452 +0.4%
TPI
1614
Trust Point Inc
Wisconsin
$18.2M +$246K +1,958 +2%
RFM
1615
Royal Fund Management
Florida
$18.2M +$31.1K +247 +0.2%
NG
1616
NatWest Group
United Kingdom
$18.2M -$1.14M -9,066 -7%
CCFM
1617
Clear Creek Financial Management
Washington
$18.1M -$1.02M -8,089 -7%
ADL
1618
Asset Dedication LLC
California
$18.1M +$293K +2,331 +2%
FFA
1619
Fragasso Financial Advisors
Pennsylvania
$18.1M -$790K -6,281 -5%
AWM
1620
Angeles Wealth Management
California
$18.1M +$1.75M +13,880 +14%
DCA
1621
DSG Capital Advisors
Minnesota
$18.1M +$915K +7,272 +7%
DP
1622
DDD Partners
Washington
$18.1M +$1.21M +9,608 +9%
LAM
1623
Lewis Asset Management
California
$18M +$1.12M +8,910 +8%
LCM
1624
Liberty Capital Management
Michigan
$18M +$229K +1,819 +2%
CHAM
1625
Clear Harbor Asset Management
Connecticut
$18M -$312K -2,482 -2%
63 64
65
66 67