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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1901
Princeton Global Asset Management
New Jersey
$137K – – –
SWM
1902
Selective Wealth Management
Virginia
$136K +$60.2K +270 +77%
Q
1903
QVR
California
$135K -$62.9K -282 -32%
ARMC
1904
American Research & Management Company
Massachusetts
$135K – – –
DAM
1905
Delta Asset Management
Tennessee
$130K – – –
CCA
1906
Column Capital Advisors
Indiana
$127K -$892 -4 -0.7%
BWM
1907
Baystate Wealth Management
Massachusetts
$123K -$36.4K -163 -23%
FMTCOCP
1908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$123K -$6.02K -27 -5%
SOW
1909
State of Wyoming
Wyoming
$123K +$74.5K +334 +148%
BIP
1910
Blueprint Investment Partners
North Carolina
$122K +$124K +555 New
RBC
1911
Roble Belko & Company
Pennsylvania
$121K – – –
SC
1912
Sierra Capital
Florida
$120K – – –
ZB
1913
Zions Bancorporation
Utah
$119K -$4.24K -19 -3%
CAM
1914
Costello Asset Management
Pennsylvania
$119K +$66.9K +300 +124%
WAS
1915
Winch Advisory Services
Wisconsin
$116K -$8.25K -37 -7%
MSFP
1916
Mark Sheptoff Financial Planning
Connecticut
$116K – – –
EWM
1917
Endurance Wealth Management
Rhode Island
$115K +$44.6K +200 +62%
S
1918
Seeyond
France
$114K -$456K -2,046 -80%
FP
1919
Financial Perspectives
Minnesota
$113K – – –
IFAM
1920
Institutional & Family Asset Management
Colorado
$113K – – –
HWM
1921
HighMark Wealth Management
Minnesota
$111K – – –
AFS
1922
Annapolis Financial Services
Maryland
$110K – – –
DWA
1923
Dougherty Wealth Advisers
Minnesota
$110K – – –
SFPG
1924
Stonebridge Financial Planning Group
Florida
$109K -$33.5K -150 -23%
BPGAM
1925
BTG Pactual Global Asset Management
Bermuda
$109K +$111K +496 New
75 76
77
78 79