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Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1226
Graypoint LLC
New York
$30.8M +$413K +2,614 +2%
KF
1227
Krilogy Financial
Missouri
$30.7M +$1.23M +7,779 +5%
CBB
1228
Citizens Business Bank
California
$30.7M +$438K +2,769 +2%
NG
1229
Northstar Group
New York
$30.7M +$747K +4,727 +3%
SCM
1230
Schnieders Capital Management
California
$30.6M +$869K +5,500 +3%
GAM
1231
Guinness Asset Management
United Kingdom
$30.5M +$1.33M +8,404 +5%
NPF
1232
Norris Perne & French
Michigan
$30.5M -$873K -5,525 -3%
SFG
1233
SNS Financial Group
Minnesota
$30.4M -$351K -2,218 -1%
PMAM
1234
Picton Mahoney Asset Management
Ontario, Canada
$30.4M +$3.87M +24,500 +17%
TPWA
1235
TRUE Private Wealth Advisors
Oregon
$30.3M +$77.8K +492 +0.3%
RA
1236
RiverPark Advisors
New York
$30.2M -$246K -1,558 -0.9%
SDWIA
1237
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$30.2M -$170K -1,078 -0.6%
FMTC
1238
Farmers & Merchants Trust Company
California
$30.1M +$99.7K +631 +0.4%
NFG
1239
Nations Financial Group
Iowa
$30.1M -$1.43M -9,057 -5%
FANJ
1240
Financial Architects (New Jersey)
New Jersey
$30.1M -$211K -1,334 -0.8%
VAM
1241
Vontobel Asset Management
New York
$30.1M +$26.7M +169,253 New
DA
1242
DCM Advisors
New York
$30M +$8.68M +54,920 +48%
CIA
1243
CCM Investment Advisers
South Carolina
$30M -$1.99M -12,574 -7%
CT
1244
Chicago Trust
Illinois
$29.9M -$186K -1,174 -0.7%
WCWM
1245
Willow Creek Wealth Management
California
$29.9M -$1.1M -6,957 -4%
ZIG
1246
Zullo Investment Group
Pennsylvania
$29.9M +$26.6M +168,312 New
FNBTCON
1247
First National Bank & Trust Co of Newtown
Pennsylvania
$29.9M -$367K -2,325 -1%
NM
1248
NWI Management
New York
$29.8M – – –
HFS
1249
Haverford Financial Services
Pennsylvania
$29.8M -$1.04M -6,598 -4%
KJWM
1250
Kiley Juergens Wealth Management
Washington
$29.8M +$805K +5,095 +3%
48 49
50
51 52