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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
901
Mosaic Family Wealth
Missouri
$816K +$50.1K +905 +6%
VF
902
Virtu Financial
New York
$816K +$842K +15,199 New
BCM
903
Brookmont Capital Management
Texas
$814K +$6.15K +111 +0.7%
SIM
904
Sonora Investment Management
Arizona
$812K +$643K +11,600 +330%
DT
905
Diversified Trust
Tennessee
$809K -$19.7K -355 -2%
CONA
906
Capital One National Association
New York
$807K -$870K -15,693 -51%
BOC
907
Barbara Oil Co
Illinois
$806K +$166K +3,000 +25%
PIM
908
Profit Investment Management
Maryland
$802K – – –
TPWA
909
TRUE Private Wealth Advisors
Oregon
$801K -$88.7K -1,600 -10%
CFMC
910
Curbstone Financial Management Corp
New Hampshire
$798K +$408K +7,362 +98%
WAM
911
Winslow Asset Management
Ohio
$796K -$327K -5,905 -28%
OLA
912
Oliver Luxxe Assets
New Jersey
$792K +$121K +2,176 +17%
KFC
913
Klingenstein Fields & Co
New York
$791K -$1.19M -21,495 -59%
AAM
914
Azzad Asset Management
Virginia
$790K +$34.6K +625 +4%
ACH
915
ArrowMark Colorado Holdings
Colorado
$788K -$1.02M -18,377 -56%
TCM
916
Telos Capital Management
California
$772K +$104K +1,874 +15%
CCWA
917
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$768K +$793K +14,305 New
GI
918
Glovista Investments
New Jersey
$762K +$63.7K +1,150 +9%
AWA
919
ARS Wealth Advisors
Florida
$761K +$32.9K +593 +4%
RFS
920
Rockefeller Financial Services
New York
$758K +$576K +10,400 +281%
SM
921
Sciencast Management
New Jersey
$751K -$205K -3,698 -22%
OFS
922
Orrstown Financial Services
Pennsylvania
$746K +$58.8K +1,061 +8%
IDBONY
923
Israel Discount Bank of New York
New York
$745K +$8.04K +145 +1%
JC
924
Joho Capital
New York
$744K +$205K +3,700 +36%
AWM
925
AE Wealth Management
Kansas
$743K +$417K +7,529 +120%
35 36
37
38 39