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Name Holding Trade Value Shares
Change 		Change in
Stake
FMW
1501
Farr Miller & Washington
District of Columbia
$737K -$547K -1,500 -43%
TL
1502
TrueWealth LLC
Georgia
$737K +$85K +233 +13%
RP
1503
Rice Partnership
Hawaii
$736K -$146K -400 -17%
PCMC
1504
Paragon Capital Management (Colorado)
Colorado
$736K – – –
SCI
1505
S&CO Inc
Massachusetts
$735K – – –
AIM
1506
Acropolis Investment Management
Missouri
$732K -$158K -433 -18%
JSL
1507
JT Stratford LLC
Georgia
$732K -$76.2K -209 -9%
WAG
1508
Winthrop Advisory Group
Massachusetts
$732K -$33.9K -93 -4%
IFS
1509
Ifrah Financial Services
Arkansas
$732K -$10.6K -29 -1%
HIM
1510
Harbour Investment Management
Washington
$732K – – –
PI
1511
Parkside Investments
Illinois
$728K +$729K +2,000 New
WI
1512
Wedgewood Investors
Pennsylvania
$727K -$729 -2 -0.1%
WI
1513
Wintrust Investments
Illinois
$726K +$245K +672 +51%
VCM
1514
Vision Capital Management
Oregon
$725K – – –
GCM
1515
Gables Capital Management
Florida
$723K -$137K -375 -16%
I
1516
IberiaBank
Louisiana
$722K -$72.2K -198 -9%
OC
1517
Oakworth Capital
Alabama
$716K +$36.5K +100 +5%
IDBONY
1518
Israel Discount Bank of New York
New York
$714K +$124K +341 +21%
SWA
1519
Stratos Wealth Advisors
Ohio
$706K – – –
JA
1520
JOYN Advisors
Georgia
$706K +$34.6K +95 +5%
GD
1521
Grandfield & Dodd
New York
$702K -$34.6K -95 -5%
PV
1522
Private Vista
Illinois
$702K +$37.2K +102 +6%
VWA
1523
V Wealth Advisors
Kansas
$697K -$220K -603 -24%
FA
1524
FMA Advisory
Pennsylvania
$697K -$28.1K -77 -4%
PFO
1525
Pathstone Family Office
New Jersey
$692K -$578K -1,584 -45%
59 60
61
62 63