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Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1026
Norway Savings Bank
Maine
$763K +$2.79K +15 +0.4%
QC
1027
QCM Cayman
Texas
$761K -$102K -547 -12%
MIP
1028
Marietta Investment Partners
Wisconsin
$761K – – –
FBFS
1029
First Business Financial Services
Wisconsin
$757K -$2.98K -16 -0.4%
CWM
1030
Concert Wealth Management
California
$756K -$3.09M -16,609 -81%
EWM
1031
Evercore Wealth Management
New York
$753K +$44.7K +240 +7%
JFA
1032
Johanson Financial Advisors
California
$751K +$28.7K +154 +4%
KWM
1033
Kingsview Wealth Management
Oregon
$750K +$108K +582 +18%
WA
1034
WealthTrust Axiom
Pennsylvania
$748K -$9.31K -50 -1%
BTW
1035
Boston Trust Walden
Massachusetts
$747K – – –
FANJ
1036
Financial Architects (New Jersey)
New Jersey
$747K +$9.12K +49 +1%
QAM
1037
QCI Asset Management
New York
$747K +$16.8K +90 +2%
UAS
1038
United Asset Strategies
New York
$736K -$20.3K -109 -3%
ECAM
1039
East Coast Asset Management
Massachusetts
$732K +$57.2K +307 +9%
IUHSA
1040
Itau Unibanco Holding S.A.
Brazil
$731K +$589K +3,164 +593%
IPC
1041
Independent Portfolio Consultants
Florida
$730K -$545K -2,929 -44%
FWCM
1042
First Western Capital Management
California
$729K -$250K -1,345 -27%
EA
1043
Edge Advisors
Georgia
$728K – – –
HEIP
1044
Hudson Edge Investment Partners
New Jersey
$726K – – –
SFA
1045
Sequoia Financial Advisors
Ohio
$725K +$39.8K +214 +6%
SSWM
1046
Sheets Smith Wealth Management
North Carolina
$722K +$8.94K +48 +1%
EDRIA
1047
Edmonds Duncan Registered Investment Advisors
Kansas
$722K +$428K +2,300 +170%
SHGA
1048
Sand Hill Global Advisors
California
$714K +$403K +2,163 +149%
CTA
1049
Colonial Trust Advisors
South Carolina
$711K +$111K +595 +20%
PAS
1050
Professional Advisory Services
Florida
$702K – – –
40 41
42
43 44