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Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1576
American Research & Management Company
Massachusetts
$393K – – –
BWM
1577
BigSur Wealth Management
Florida
$391K -$619K -1,800 -61%
KP
1578
Keel Point
Alabama
$391K +$3.1K +9 +0.8%
DA
1579
DSC Advisors
Illinois
$391K +$37.8K +110 +10%
GIA
1580
GHP Investment Advisors
Colorado
$390K +$163K +473 +69%
LBC
1581
Lowe Brockenbrough & Co
Virginia
$389K -$6.88K -20 -2%
GWM
1582
GSB Wealth Management
Connecticut
$389K – – –
BI
1583
Ballast Inc
Kentucky
$388K – – –
OCM
1584
Orser Capital Management
Texas
$388K – – –
PFGIA
1585
Patriot Financial Group Insurance Agency
Massachusetts
$386K -$82.6K -240 -17%
FCIM
1586
Fairview Capital Investment Management
California
$386K – – –
FNBTCON
1587
First National Bank & Trust Co of Newtown
Pennsylvania
$384K -$34.4K -100 -8%
WGCA
1588
Wolf Group Capital Advisors
Virginia
$384K – – –
SP
1589
SWS Partners
Ohio
$383K +$308K +894 +360%
PAS
1590
Partnervest Advisory Services
California
$382K +$13.4K +39 +4%
PCA
1591
Personal Capital Advisors
California
$381K -$45.4K -132 -10%
LIM
1592
Loudon Investment Management
New Hampshire
$379K -$107K -310 -22%
RA
1593
RFG Advisory
Alabama
$379K +$344 +1 +0.1%
AWM
1594
AllSquare Wealth Management
New York
$379K +$72.2K +210 +23%
CAG
1595
Csenge Advisory Group
Florida
$377K -$208K -606 -35%
LTI
1596
Laffer Tengler Investments
Tennessee
$373K -$12K -35 -3%
KFC
1597
Klingenstein Fields & Co
New York
$371K +$15.8K +46 +4%
MA
1598
MCF Advisors
Kentucky
$370K -$13.8K -40 -3%
JFL
1599
Jarislowsky, Fraser Ltd
Quebec, Canada
$369K -$77.7K -226 -17%
GBA
1600
Garrison Bradford & Associates
New York
$369K – – –
62 63
64
65 66