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Name Holding Trade Value Shares
Change 		Change in
Stake
HEIP
1851
Hudson Edge Investment Partners
New Jersey
$551K – – –
PGWM
1852
Parisi Gray Wealth Management
New Jersey
$551K – – –
SCM
1853
Stellar Capital Management
Arizona
$551K – – –
CBA
1854
Coastal Bridge Advisors
Connecticut
$551K +$1.14K +20 +0.2%
ACM
1855
Adalta Capital Management
New York
$550K -$51.1K -900 -8%
EM
1856
ELCO Management
New York
$550K -$30.9K -545 -5%
ACP
1857
Aveo Capital Partners
Colorado
$550K -$14.5K -256 -3%
EWM
1858
Endurance Wealth Management
Rhode Island
$548K +$19.9K +350 +4%
MPIA
1859
Mountain Pacific Investment Advisers
Idaho
$545K – – –
JLBC
1860
J.L. Bainbridge & Co
Florida
$541K +$397 +7 +0.1%
GAM
1861
Garrison Asset Management
Arkansas
$540K +$3.12K +55 +0.6%
PFBT
1862
Parkside Financial Bank & Trust
Missouri
$540K +$5.28K +93 +1%
CCM
1863
Chilton Capital Management
Texas
$539K -$348K -6,125 -39%
DCM
1864
Dimension Capital Management
Florida
$536K +$2.44K +43 +0.5%
BHWM
1865
Bay Harbor Wealth Management
Maryland
$535K +$540K +9,510 New
HA
1866
Halsey Associates
Connecticut
$533K +$37.4K +659 +7%
CF
1867
Copperwynd Financial
Arizona
$532K -$2.61K -46 -0.5%
KM
1868
Kalos Management
Georgia
$532K +$116K +2,049 +27%
WA
1869
Winfield Associates
Ohio
$531K +$62.4K +1,100 +13%
LIM
1870
Loudon Investment Management
New Hampshire
$530K -$80.9K -1,426 -13%
RHDIC
1871
R.H. Dinel Investment Counsel
California
$526K +$531K +9,363 New
WG
1872
Winton Group
United Kingdom
$525K -$199K -3,507 -27%
SC
1873
SRB Corp
Massachusetts
$525K +$530K +9,343 New
CA
1874
Capital Advantage
California
$520K -$58K -1,022 -10%
SDWMA
1875
Schneider Downs Wealth Management Advisors
Pennsylvania
$520K -$15.3K -270 -3%
73 74
75
76 77