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Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
576
Fund Management at Engine No 1
California
$361K +$394K +2,756 New
PWP
577
Principle Wealth Partners
Connecticut
$360K – – –
HPC
578
HM Payson & Co
Maine
$360K +$4.72K +33 +1%
EWM
579
Evercore Wealth Management
New York
$359K -$37K -259 -9%
HNB
580
Huntington National Bank
Ohio
$359K +$25K +175 +7%
NFG
581
Nations Financial Group
Iowa
$358K +$391K +2,734 New
LWAC
582
Laurel Wealth Advisors (California)
California
$355K -$86.8K -607 -18%
EDRH
583
Edmond de Rothschild Holding
Switzerland
$355K +$217K +1,514 +127%
LFA
584
Landmark Financial Advisors
Kentucky
$354K +$286 +2 +0.1%
LFAS
585
Level Four Advisory Services
Texas
$354K +$386K +2,699 New
AIS
586
American Investment Services
Massachusetts
$352K – – –
OL
587
Optas LLC
Texas
$351K -$4K -28 -1%
FWIA
588
Fort Washington Investment Advisors
Ohio
$350K -$36.1M -252,576 -99%
MC
589
Moors & Cabot
Massachusetts
$350K -$21.3K -149 -5%
CFA
590
Camarda Financial Advisors
Florida
$350K – – –
BAM
591
Bruderman Asset Management
New York
$347K +$25.3K +177 +7%
GT
592
Glenview Trust
Kentucky
$346K – – –
SIM
593
Sentry Investment Management
Wisconsin
$345K -$29K -203 -7%
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$19.9K -139 -5%
VFA
595
Valeo Financial Advisors
Indiana
$343K +$14.2K +99 +4%
MHS
596
M Holdings Securities
Oregon
$343K +$374K +2,617 New
SC
597
Savant Capital
Illinois
$342K +$6.44K +45 +2%
CCA
598
Checchi Capital Advisers
California
$342K +$47.3K +331 +14%
WTA
599
Washington Trust Advisors
Massachusetts
$340K -$321K -2,241 -46%
MGIA
600
Moneta Group Investment Advisors
Missouri
$338K +$53.5K +374 +17%
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