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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1201
PagnatoKarp Partners
Virginia
$878K +$919K +23,440 New
OA
1202
Outfitter Advisors
Virginia
$877K +$709K +18,100 +342%
SA
1203
Steadfast Advisors
New York
$873K -$1.83M -46,620 -67%
SRSA
1204
S.R. Schill & Associates
Washington
$871K -$7.05K -180 -0.8%
FPFS
1205
First Personal Financial Services
North Carolina
$871K +$430K +10,980 +90%
EWA
1206
EP Wealth Advisors
California
$868K -$83.9K -2,140 -8%
IWMPD
1207
Integrated Wealth Management (Palm Desert)
California
$867K +$277K +7,080 +44%
CCM
1208
Compton Capital Management
Rhode Island
$865K -$422K -10,760 -32%
NC
1209
NewSquare Capital
Pennsylvania
$865K -$43.9K -1,120 -5%
F
1210
Filament
Washington
$865K +$157K +4,000 +21%
JGC
1211
J. Goldman & Co
New York
$862K -$1.26M -32,200 -58%
BLAM
1212
Bourne Lent Asset Management
New York
$862K – – –
AIM
1213
Advantage Investment Management
Iowa
$859K +$91.7K +2,340 +11%
ACM
1214
AUA Capital Management
Pennsylvania
$859K +$897K +22,900 New
MCA
1215
Mercer Capital Advisers
New Jersey
$851K -$31.3K -800 -3%
CFA
1216
Capstone Financial Advisors
Illinois
$847K +$33.7K +860 +4%
PNAA
1217
Pictet North America Advisors
Switzerland
$841K – – –
MFW
1218
Meristem Family Wealth
Minnesota
$838K -$175K -4,460 -17%
DAS
1219
Dynamic Advisor Solutions
Arizona
$838K +$190K +4,860 +28%
BMC
1220
Benin Management Corp
Connecticut
$828K +$81.5K +2,080 +10%
PCM
1221
Princeton Capital Management
New Jersey
$826K +$863K +22,020 New
ZB
1222
Zions Bancorporation
Utah
$820K +$18K +460 +2%
AA
1223
Apriem Advisors
California
$820K +$202K +5,160 +31%
SQA
1224
Simon Quick Advisors
New Jersey
$815K +$852K +21,740 New
NGA
1225
Naples Global Advisors
Florida
$806K – – –
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