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Name Holding Trade Value Shares
Change 		Change in
Stake
WAOTB
976
Wealth Advisors of Tampa Bay
Florida
$786K -$2.03M -35,495 -73%
TPCW
977
TD Private Client Wealth
New York
$785K +$12.3K +214 +2%
CFG
978
Cooper Financial Group
California
$784K -$56.4K -985 -7%
RAM
979
Ramirez Asset Management
New York
$776K – – –
WT
980
Whittier Trust
California
$776K -$84.7K -1,478 -10%
CMI
981
Clare Market Investments
Texas
$773K -$154K -2,687 -18%
WAP
982
Wealthcare Advisory Partners
Pennsylvania
$770K +$78.2K +1,365 +12%
BWP
983
Baldwin Wealth Partners
Massachusetts
$769K -$360K -6,286 -33%
OWMIAS
984
One Wealth Management Investment & Advisory Services
Florida
$768K +$716K +12,507 New
WCM
985
Wunderlich Capital Managemnt
Tennessee
$768K -$15.8K -275 -2%
HCM
986
Helios Capital Management
Singapore
$768K +$716K +12,500 New
KIC
987
Kensington Investment Counsel
California
$766K +$176K +3,073 +33%
FFC
988
First Financial Corp
Indiana
$764K +$98K +1,711 +16%
RCAG
989
Rehmann Capital Advisory Group
Michigan
$753K -$30.4K -531 -4%
RI
990
Ridgewood Investments
New Jersey
$749K -$16.7K -292 -2%
DPIM
991
Duff & Phelps Investment Management
Illinois
$745K – – –
KWA
992
Kingswood Wealth Advisors
California
$745K +$227K +3,964 +48%
CC
993
Corton Capital
Ontario, Canada
$736K +$442K +7,708 +180%
MSAM
994
Moloney Securities Asset Management
Missouri
$732K +$441K +7,691 +182%
BFEC
995
Benjamin F. Edwards & Company
Missouri
$729K +$84.3K +1,472 +14%
GCP
996
GSA Capital Partners
United Kingdom
$729K +$428K +7,464 +169%
VIM
997
VELA Investment Management
Ohio
$722K +$144K +2,508 +27%
SCA
998
Stonebridge Capital Advisors
Minnesota
$720K -$46.1K -805 -6%
JPWM
999
Jamison Private Wealth Management
Georgia
$717K +$79.6K +1,389 +13%
LC
1000
LCNB Corp
Ohio
$716K +$38.5K +673 +6%
38 39
40
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