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Name Holding Trade Value Shares
Change 		Change in
Stake
SPM
1151
Symmetry Peak Management
Pennsylvania
$400K +$378K +1,500 New
SCP
1152
Stamos Capital Partners
California
$396K -$252K -1,000 -40%
PMFA
1153
Plante Moran Financial Advisors
Michigan
$390K +$63.3K +251 +21%
BHIA
1154
Birch Hill Investment Advisors
Massachusetts
$389K -$105K -415 -22%
NAP
1155
New Amsterdam Partners
New York
$389K +$9.08K +36 +3%
QCG
1156
Quadrant Capital Group
Ohio
$388K +$191K +759 +102%
CCA
1157
Cobblestone Capital Advisors
New York
$387K – – –
JG
1158
Jefferies Group
New York
$387K +$84K +333 +30%
FWIA
1159
Fort Washington Investment Advisors
Ohio
$386K -$1.21M -4,790 -77%
PAM
1160
Private Asset Management
California
$386K – – –
HHGA
1161
Halbert Hargrove Global Advisors
California
$386K +$47.6K +189 +15%
VC
1162
Vicus Capital
Pennsylvania
$383K +$77.9K +309 +27%
BCM
1163
BTR Capital Management
California
$382K -$26K -103 -7%
AIC
1164
Argus Investors Counsel
New York
$382K -$9.33K -37 -3%
POIA
1165
Pin Oak Investment Advisors
Texas
$382K +$31.5K +125 +10%
MCWS
1166
McKinley Carter Wealth Services
West Virginia
$379K – – –
MWPCG
1167
Measured Wealth Private Client Group
New Hampshire
$377K +$356K +1,414 New
IIC
1168
Integrated Investment Consultants
Michigan
$375K -$250K -991 -41%
GLI
1169
Guardian Life Insurance
New York
$375K +$4.79K +19 +1%
VFA
1170
Valeo Financial Advisors
Indiana
$374K +$13.6K +54 +4%
CCM
1171
Community Capital Management
Florida
$373K – – –
YMRC
1172
Yorktown Management & Research Company
Virginia
$373K – – –
NWS
1173
Newport Wealth Strategies
California
$373K +$347K +1,375 New
RWP
1174
RWA Wealth Partners
Massachusetts
$372K -$4.03K -16 -1%
RWA
1175
Ropes Wealth Advisors
Massachusetts
$371K – – –
45 46
47
48 49