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Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
1501
Kelly Lawrence W & Associates
California
$816K -$45.6K -913 -6%
FFA
1502
First Foundation Advisors
California
$813K +$223K +4,458 +41%
AWM
1503
AllSquare Wealth Management
New York
$812K -$50 -1 -0%
CPIG
1504
Chicago Partners Investment Group
Illinois
$809K -$39.3K -786 -5%
GA
1505
GFS Advisors
Texas
$806K – – –
DBIA
1506
Dumont & Blake Investment Advisors
New Jersey
$804K -$5.75K -115 -0.8%
MIP
1507
Marietta Investment Partners
Wisconsin
$803K -$5K -100 -0.7%
MSTVIM
1508
Messner & Smith Theme Value Investment Management
California
$800K – – –
BFPW
1509
BOK Financial Private Wealth
Colorado
$799K -$160K -3,205 -18%
CCM
1510
Cribstone Capital Management
Maine
$794K -$83.9K -1,678 -10%
SRP
1511
Saddle Road Partners
Nebraska
$791K -$1.07M -21,358 -63%
TIA
1512
Tiemann Investment Advisors
California
$783K -$37.5K -750 -5%
BWP
1513
Baldwin Wealth Partners
Massachusetts
$774K +$35.6K +713 +5%
SRSA
1514
S.R. Schill & Associates
Washington
$765K +$44K +880 +7%
SQA
1515
Simon Quick Advisors
New Jersey
$763K +$714K +14,293 New
PBO
1516
Peoples Bank (Ohio)
Ohio
$759K +$5.9K +118 +0.8%
SP
1517
Sarasin & Partners
United Kingdom
$758K -$17.6K -353 -2%
BAM
1518
Boyar Asset Management
New York
$758K – – –
GA
1519
Greytown Advisors
Florida
$758K +$709K +14,186 New
GI
1520
Glovista Investments
New Jersey
$756K -$5K -100 -0.7%
CVM
1521
Cheviot Value Management
California
$756K +$454K +9,086 +179%
ADBIC
1522
A.D. Beadell Investment Counsel
Wisconsin
$749K – – –
ZCI
1523
Zevenbergen Capital Investments
Washington
$748K -$132K -2,650 -16%
SIM
1524
SSI Investment Management
California
$748K +$122K +2,434 +21%
ICM
1525
Ionic Capital Management
New York
$747K -$59.5K -1,190 -8%
59 60
61
62 63