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Zimmer Biomet
ZBH

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
701
One Capital Management
California
$229K +$222K +1,717 New
NFG
702
Next Financial Group
Texas
$228K +$33.5K +259 +18%
HAG
703
HighPoint Advisor Group
Illinois
$226K -$646 -5 -0.3%
SFC
704
SYM Financial Corp
Indiana
$222K -$20.3K -157 -9%
WB
705
Webster Bank
Connecticut
$220K – – –
AWM
706
Aries Wealth Management
Maine
$220K +$214K +1,658 New
PP
707
Prudential plc
United Kingdom
$219K -$19.8K -153 -9%
SFG
708
SevenBridge Financial Group
Pennsylvania
$217K -$4K -31 -2%
ECM
709
Evergreen Capital Management
Washington
$216K +$210K +1,622 New
MRCM
710
M&R Capital Management
New Jersey
$214K – – –
CBN
711
Cadence Bank NA
Texas
$214K +$208K +1,608 New
SWA
712
Stratos Wealth Advisors
Ohio
$213K +$206K +1,595 New
HCM
713
Howland Capital Management
Massachusetts
$213K +$207K +1,600 New
APA
714
American Portfolios Advisors
New York
$213K +$140K +1,082 +211%
AW
715
Alpha Windward
Massachusetts
$212K – – –
MCM
716
Manchester Capital Management
Vermont
$212K – – –
KP
717
Keel Point
Alabama
$211K +$204K +1,581 New
DCM
718
Donaldson Capital Management
Indiana
$211K +$205K +1,584 New
AIM
719
Anchor Investment Management
South Carolina
$209K – – –
BFM
720
Boothbay Fund Management
New York
$209K +$203K +1,570 New
JGUA
721
John G. Ullman & Associates
New York
$206K -$1.21M -9,363 -86%
PAM
722
Palisade Asset Management
Minnesota
$206K +$200K +1,545 New
EP
723
Edgestream Partners
New Jersey
$205K -$3.62M -28,001 -95%
FBT
724
First Bankers Trust
Kentucky
$205K +$198K +1,535 New
SCA
725
Stonebridge Capital Advisors
Minnesota
$195K -$56.3K -436 -23%
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29
30 31