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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
376
Proffitt & Goodson
Tennessee
$247K – – –
AFWA
377
Ancora Family Wealth Advisors
Ohio
$247K +$7.58K +525 +3%
PCMM
378
Private Capital Management (Minnesota)
Minnesota
$245K -$97.5K -6,750 -27%
TCOV
379
Trust Company of Vermont
Vermont
$243K +$142K +9,825 +122%
RCAG
380
Rehmann Capital Advisory Group
Michigan
$242K +$4.12K +285 +2%
HFS
381
HL Financial Services
Kentucky
$238K -$5.41K -375 -2%
NIMI
382
Natixis Investment Managers International
France
$238K – – –
NIM
383
Northeast Investment Management
Massachusetts
$238K – – –
CFA
384
Capstone Financial Advisors
Illinois
$235K – – –
WT
385
Washington Trust
Rhode Island
$235K – – –
EWM
386
Evercore Wealth Management
New York
$234K -$287K -19,875 -54%
ZF
387
Zhang Financial
Michigan
$233K – – –
SCM
388
Sterling Capital Management
North Carolina
$232K +$8.66K +600 +4%
MCTIC
389
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$226K -$86.6K -6,000 -27%
GWM
390
Geneos Wealth Management
Colorado
$226K -$31.2K -2,160 -11%
EWA
391
EP Wealth Advisors
California
$226K -$4.33K -300 -2%
SAM
392
Silvercrest Asset Management
New York
$225K +$11.9K +825 +5%
SI
393
SII Investments
Wisconsin
$222K -$77.5K -5,370 -25%
CCA
394
Checchi Capital Advisers
California
$222K +$45.3K +3,135 +24%
CIC
395
Carnegie Investment Counsel
Ohio
$222K +$247K +17,100 New
AP
396
AHL Partners
United Kingdom
$220K +$234K +16,200 New
CCM
397
Covington Capital Management
California
$218K -$17.3K -1,200 -7%
MAM
398
Mizuho Asset Management
Japan
$216K -$56.5K -3,915 -20%
SCG
399
Sonata Capital Group
Washington
$216K – – –
EDRS
400
Edmond de Rothschild (Suisse)
Switzerland
$212K -$238K -16,500 -51%
14 15
16
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