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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
301
Blueshift Asset Management
New Jersey
$342K +$121K +6,506 +53%
WTC
302
WhitTier Trust Company
Nevada
$341K -$29.7K -1,601 -8%
SWP
303
Stratos Wealth Partners
Ohio
$332K -$4.1K -221 -1%
SMFS
304
Squar Milner Financial Services
California
$332K +$143K +7,715 +73%
III
305
Independent Investors Inc
New York
$325K -$2.78K -150 -0.8%
KFGK
306
Keystone Financial Group (Kentucky)
Kentucky
$324K +$11.2K +603 +4%
LNB
307
Ledyard National Bank
$323K -$15.7K -849 -5%
UCFA
308
United Capital Financial Advisors
Texas
$322K -$177K -9,547 -35%
BFIM
309
Beese Fulmer Investment Management
Ohio
$319K -$28.1K -1,516 -8%
OWA
310
Outlook Wealth Advisors
Texas
$316K -$780K -42,058 -71%
ACM
311
Azimuth Capital Management
Michigan
$311K -$4.03K -217 -1%
WSTAM
312
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$58.4K +3,148 +23%
WIA
313
Wealthstreet Investment Advisors
Texas
$304K -$34.3K -1,850 -10%
MAA
314
Mraz Amerine & Associates
California
$302K -$38.9K -2,099 -11%
PSUF
315
People's United Financial
Connecticut
$301K -$26.6K -1,432 -8%
CG
316
Caprock Group
Idaho
$297K +$37.5K +2,024 +14%
RFC
317
Regions Financial Corp
Alabama
$295K -$2.32K -125 -0.8%
RG
318
Rikoon Group
New Mexico
$294K – – –
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$293K +$45.3K +2,442 +18%
VFA
320
Valeo Financial Advisors
Indiana
$293K +$59.7K +3,220 +25%
MHS
321
M Holdings Securities
Oregon
$292K -$14.2K -765 -5%
PPP
322
Private Portfolio Partners
New Jersey
$292K +$96.2K +5,185 +48%
BFPW
323
BOK Financial Private Wealth
Colorado
$290K -$26.5K -1,429 -8%
SSB
324
Sandy Spring Bank
Maryland
$286K +$51K +2,752 +21%
ECA
325
Elevated Capital Advisors
Utah
$280K +$384K +20,710 New
11 12
13
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