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Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
1601
Nixon Peabody Trust
Massachusetts
$466K +$270K +5,500 +131%
CAM
1602
Carret Asset Management
New York
$462K +$44.2K +900 +10%
HWA
1603
Heritage Wealth Advisors
Virginia
$461K +$85.5K +1,740 +22%
IIC
1604
Integrated Investment Consultants
Michigan
$460K +$15.7K +320 +3%
WFG
1605
Wills Financial Group
Virginia
$459K +$51.1K +1,040 +12%
FCCM
1606
First City Capital Management
Georgia
$458K – – –
BO
1607
Bach Option
Hong Kong
$454K +$217K +4,420 +88%
BWM
1608
Baystate Wealth Management
Massachusetts
$452K +$45.2K +920 +11%
BIAS
1609
Beacon Investment Advisory Services
New Jersey
$452K +$462K +9,400 New
CPO
1610
Cerity Partners OCIO
New York
$450K +$67.8K +1,380 +17%
CC
1611
Cognios Capital
Kansas
$446K +$105K +2,140 +30%
MFW
1612
Mosaic Family Wealth
Missouri
$441K +$69.8K +1,420 +18%
RCM
1613
RB Capital Management
Nevada
$441K +$105K +2,140 +30%
WKWM
1614
Walter & Keenan Wealth Management
Indiana
$441K +$205K +4,180 +84%
FI
1615
FormulaFolio Investments
Michigan
$439K +$230K +4,680 +105%
AMG
1616
Asset Management Group
Connecticut
$438K – – –
JIP
1617
Jaffetilchin Investment Partners
Florida
$436K +$66.8K +1,360 +18%
SCA
1618
Stillwater Capital Advisors
Pennsylvania
$435K -$108K -2,200 -20%
WI
1619
WrapManager Inc
California
$435K +$11.8K +240 +3%
NB
1620
Nicolet Bankshares
Wisconsin
$434K – – –
PI
1621
Parkside Investments
Illinois
$433K +$442K +9,000 New
EWA
1622
Exencial Wealth Advisors
Oklahoma
$432K +$53.1K +1,080 +14%
MBA
1623
McQueen Ball & Associates
Pennsylvania
$431K +$92.3K +1,880 +27%
HH
1624
Hilltop Holdings
Texas
$429K +$438K +8,920 New
EF
1625
Empirical Finance
Pennsylvania
$422K – – –
63 64
65
66 67