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Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1426
Moloney Securities Asset Management
Missouri
$18.9M +$536K +4,457 +3%
HFM
1427
Harvest Fund Management
China
$18.9M -$1.51M -12,567 -8%
MWM
1428
Modera Wealth Management
New Jersey
$18.9M +$7.88M +65,478 +85%
OCM
1429
Oakwood Capital Management
California
$18.8M -$294K -2,444 -2%
CPIA
1430
Cornell Pochily Investment Advisors
New York
$18.8M -$192K -1,600 -1%
CPC
1431
Cookson Peirce & Co
Pennsylvania
$18.8M -$114K -947 -0.7%
AAA
1432
Adams Asset Advisors
Texas
$18.8M -$3.65M -30,343 -18%
BB
1433
Berkshire Bank
Massachusetts
$18.8M -$1.01M -8,436 -6%
FC
1434
Fulcrum Capital
Washington
$18.8M +$127K +1,059 +0.8%
IA
1435
IFG Advisory
Georgia
$18.8M +$710K +5,903 +4%
AWM
1436
Altavista Wealth Management
North Carolina
$18.7M -$328K -2,728 -2%
WPP
1437
Whalerock Point Partners
Rhode Island
$18.7M +$15M +124,838 +773%
TWA
1438
TCI Wealth Advisors
Arizona
$18.7M -$28.1M -233,261 -62%
CCWA
1439
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.7M +$463K +3,850 +3%
SNB
1440
Security National Bank
Nebraska
$18.7M -$855K -7,110 -5%
WIC
1441
Woodmont Investment Counsel
Tennessee
$18.6M +$10.7K +89 +0.1%
TPCW
1442
TD Private Client Wealth
New York
$18.6M -$532K -4,426 -3%
IIM
1443
Ipswich Investment Management
Massachusetts
$18.6M -$1.58M -13,134 -9%
MJP
1444
Michael J. Puzo
$18.6M -$890K -7,402 -5%
IPW
1445
Inlet Private Wealth
Florida
$18.5M -$110K -915 -0.7%
MCWS
1446
McKinley Carter Wealth Services
West Virginia
$18.5M +$354K +2,939 +2%
AWA
1447
Arete Wealth Advisors
Illinois
$18.5M -$823K -6,844 -5%
CCC
1448
Chelsea Counsel Company
California
$18.5M -$60.7K -505 -0.4%
NCM
1449
Nelson Capital Management
California
$18.5M -$5.75M -47,832 -26%
DWT
1450
Dorsey & Whitney Trust
South Dakota
$18.5M +$1.16M +9,612 +7%
56 57
58
59 60