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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1751
Cardan Capital Partners
Colorado
$948K – – –
DI
1752
Diligent Investors
California
$942K -$28.6K -360 -3%
BWM
1753
Baystate Wealth Management
Massachusetts
$941K +$25.4K +320 +3%
FP
1754
Foundry Partners
Minnesota
$940K -$39.7K -500 -4%
NWM
1755
Northwest Wealth Management
Iowa
$933K – – –
PP
1756
PDS Planning
Ohio
$930K +$14.3K +180 +2%
NEPWA
1757
New England Private Wealth Advisors
Massachusetts
$928K +$167K +2,100 +24%
AP
1758
Atwood & Palmer
Missouri
$925K -$171K -2,160 -17%
IWP
1759
Icon Wealth Partners
Texas
$925K -$146K -1,840 -14%
HCP
1760
Holt Capital Partners
Texas
$925K – – –
JIP
1761
Jaffetilchin Investment Partners
Florida
$925K +$92.1K +1,160 +12%
OPA
1762
Old Port Advisors
Maine
$923K +$862K +10,860 New
FIM
1763
Fernwood Investment Management
Massachusetts
$920K +$376K +4,740 +78%
FCM
1764
Fairbanks Capital Management
California
$918K -$49.2K -620 -5%
TIM
1765
Tortoise Investment Management
New York
$914K +$71.4K +900 +9%
DDPIC
1766
Deroy & Devereaux Private Investment Counsel
Michigan
$913K -$47.6K -600 -5%
F
1767
Filament
Washington
$909K -$417K -5,260 -33%
DCM
1768
Donaldson Capital Management
Indiana
$908K -$36.5K -460 -4%
AI
1769
Accredited Investors
Minnesota
$908K +$20.6K +260 +2%
HTHT
1770
Hemenway Trust Hemenway Trust
New Hampshire
$907K +$141K +1,780 +20%
AAM
1771
American Asset Management
Florida
$903K +$39.7K +500 +5%
AIIMS
1772
Analyst IMS Investment Management Services
Israel
$902K – – –
OIM
1773
Orca Investment Management
Oregon
$901K +$841K +10,600 New
PGA
1774
Portland Global Advisors
Maine
$896K -$124K -1,560 -13%
CPA
1775
Clear Perspective Advisors
Illinois
$896K -$117K -1,480 -12%
69 70
71
72 73