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Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1476
Qtron Investments
Massachusetts
$323K -$639K -6,130 -67%
CA
1477
Cambridge Advisors
Nebraska
$323K – – –
CJA
1478
C-J Advisory
California
$323K – – –
MOS
1479
MGO One Seven
Ohio
$321K -$1.77K -17 -0.6%
ACM
1480
Adalta Capital Management
New York
$319K +$78.2K +750 +34%
TPWA
1481
TRUE Private Wealth Advisors
Oregon
$316K -$64.5K -619 -17%
BG
1482
Bahl & Gaynor
Ohio
$316K +$24.7K +237 +9%
OC
1483
Oakworth Capital
Alabama
$316K +$106K +1,014 +56%
TAM
1484
Tradition Asset Management
Virginia
$314K +$7.82K +75 +3%
FMTC
1485
Farmers & Merchants Trust Company
California
$312K +$8.75K +84 +3%
LWM
1486
Laidlaw Wealth Management
New York
$312K +$301K +2,886 New
JA
1487
JOYN Advisors
Georgia
$311K -$8.86K -85 -3%
MIC
1488
Means Investment Company
Maine
$310K -$2.92K -28 -1%
FWM
1489
Frontier Wealth Management
Missouri
$308K -$383K -3,675 -56%
PCMC
1490
Paragon Capital Management (Colorado)
Colorado
$308K – – –
SIG
1491
Sargent Investment Group
Maryland
$308K – – –
MWP
1492
MYCIO Wealth Partners
Pennsylvania
$308K +$20.8K +200 +8%
NWA
1493
New World Advisors
Massachusetts
$308K +$74K +710 +33%
SDWIA
1494
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$307K -$4.27K -41 -1%
IGGA
1495
Iron Gate Global Advisors
Utah
$307K – – –
AW
1496
Alpha Windward
Massachusetts
$305K -$625 -6 -0.2%
WC
1497
Weil Company
California
$305K +$4.48K +43 +2%
GRP
1498
Global Retirement Partners
California
$305K +$8.23K +79 +3%
YMRC
1499
Yorktown Management & Research Company
Virginia
$303K – – –
HPWM
1500
Highland Private Wealth Management
Washington
$300K +$48.3K +463 +20%
58 59
60
61 62