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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
976
Tompkins Financial
New York
$617K +$33.8K +235 +6%
HSA
977
HBK Sorce Advisory
Pennsylvania
$615K -$50.3K -349 -8%
SS
978
Simplicity Solutions
Minnesota
$606K +$603K +4,188 New
MMPW
979
Mitchell McLeod Pugh & Williams
Alabama
$605K – – –
AC
980
Alexandria Capital
Virginia
$602K +$28.8K +200 +5%
PAIA
981
Park Avenue Institutional Advisers
New York
$590K -$24.5K -170 -4%
CFMC
982
Curbstone Financial Management Corp
New Hampshire
$588K +$233K +1,619 +66%
BCP
983
Berkeley Capital Partners
Georgia
$588K +$586K +4,067 New
CICI
984
Capital Investment Counsel Inc
North Carolina
$587K -$14.4K -100 -2%
BTW
985
Boston Trust Walden
Massachusetts
$587K -$10.8K -75 -2%
WA
986
Waverly Advisors
Alabama
$584K +$345K +2,395 +146%
PCM
987
Pointe Capital Management
Michigan
$578K – – –
AF
988
Allworth Financial
California
$572K -$144 -1 -0%
BO
989
BRR OpCo
Ohio
$570K -$121K -841 -18%
EHC
990
Everett Harris & Co
California
$569K +$109K +760 +24%
BBNB
991
Baker Boyer National Bank
Washington
$568K +$39.6K +275 +8%
MVIP
992
Mar Vista Investment Partners
California
$567K -$139K -963 -20%
SCP
993
Sandhill Capital Partners
New York
$566K +$4.61K +32 +0.8%
OWD
994
Osborn Williams & Donohoe
Ohio
$564K +$28.8K +200 +5%
SIG
995
Schooner Investment Group
Pennsylvania
$562K -$288K -2,000 -33%
WA
996
WealthTrust Axiom
Pennsylvania
$560K -$4.75K -33 -0.8%
ACM
997
Apex Capital Management
Ohio
$557K -$26.6K -185 -5%
SPC
998
Stewart & Patten Company
California
$557K +$21.6K +150 +4%
AA
999
ALPS Advisors
Colorado
$556K -$17.6K -122 -3%
JFA
1000
Johanson Financial Advisors
California
$555K +$553K +3,842 New
38 39
40
41 42