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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
551
First Foundation Advisors
California
$255K +$234K +1,184 New
LOAMS
552
Lombard Odier Asset Management (Switzerland)
Switzerland
$255K +$234K +1,184 New
FCI
553
Financial Counselors Inc
Kansas
$254K -$62.9K -318 -21%
OIA
554
OneDigital Investment Advisors
Kansas
$254K +$233K +1,180 New
CIA
555
CSat Investment Advisory
Michigan
$246K +$20.6K +104 +10%
SIC
556
Samalin Investment Counsel
New York
$244K -$19.8K -100 -8%
GIM
557
Grassi Investment Management
California
$242K +$223K +1,125 New
SAM
558
Shell Asset Management
Netherlands
$241K – – –
GT
559
Greenleaf Trust
Michigan
$239K +$3.96K +20 +2%
OR
560
Olympiad Research
Connecticut
$237K -$211K -1,066 -49%
QI
561
QS Investors
New York
$237K – – –
WF
562
WoodTrust Financial
Wisconsin
$233K -$14.8K -75 -6%
HIS
563
Harvest Investment Services
Illinois
$232K +$213K +1,079 New
BO
564
BRR OpCo
Ohio
$226K -$29.7K -150 -13%
AL
565
Aspiriant LLC
California
$226K +$208K +1,051 New
BPC
566
Banque Pictet & Cie
Switzerland
$222K +$205K +1,034 New
FC
567
Financial Consulate
Maryland
$221K +$203K +1,025 New
GIM
568
Goelzer Investment Management
Indiana
$215K -$396K -2,000 -67%
MYAM
569
Meiji Yasuda Asset Management
Japan
$215K -$251K -1,270 -56%
GAM
570
Grandview Asset Management
Pennsylvania
$215K +$198K +1,000 New
RG
571
Rathbones Group
United Kingdom
$215K +$198K +1,000 New
WJWM
572
Williams Jones Wealth Management
New York
$215K +$198K +1,000 New
HNB
573
Huntington National Bank
Ohio
$213K – – –
QC
574
QCM Cayman
Texas
$213K +$196K +992 New
ECM
575
Evergreen Capital Management
Washington
$211K +$194K +980 New
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