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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Selway Asset Management
$1.58M +$1.89M +6,800 New
HWA
1027
HCR Wealth Advisors
California
$1.58M +$121K +436 +7%
WF
1028
Welch & Forbes
Massachusetts
$1.57M -$139K -500 -7%
HSA
1029
HBK Sorce Advisory
Pennsylvania
$1.56M -$7.77K -28 -0.4%
RC
1030
Roundview Capital
New Jersey
$1.56M +$892K +3,212 +92%
OF
1031
Outfitter Financial
Maine
$1.54M +$1.84M +6,617 New
AWM
1032
Avitas Wealth Management
California
$1.53M +$705K +2,540 +63%
BP
1033
Ballentine Partners
Massachusetts
$1.53M -$24.2K -87 -1%
JIC
1034
Joel Isaacson & Co
New York
$1.52M +$314K +1,130 +21%
FVWA
1035
Foster Victor Wealth Advisors
South Carolina
$1.51M +$762K +2,746 +73%
EI
1036
Ethic Inc
New York
$1.5M +$179K +644 +11%
KC
1037
Kingfisher Capital
North Carolina
$1.5M +$70.2K +253 +4%
GA
1038
Greytown Advisors
Florida
$1.5M +$1.79M +6,437 New
SCM
1039
Seascape Capital Management
New Hampshire
$1.5M -$8.61K -31 -0.5%
JWM
1040
Jeppson Wealth Management
California
$1.47M +$436K +1,570 +33%
BIG
1041
Boothe Investment Group
Delaware
$1.47M +$185K +667 +12%
VWM
1042
Venturi Wealth Management
Texas
$1.47M +$214K +770 +14%
VCM
1043
Virtue Capital Management
Tennessee
$1.46M -$287K -1,034 -14%
JHCP
1044
Jackson Hole Capital Partners
Oklahoma
$1.46M +$308K +1,111 +22%
EWA
1045
EP Wealth Advisors
California
$1.46M +$163K +587 +10%
CIM
1046
Confluence Investment Management
Missouri
$1.46M -$824K -2,968 -32%
VAG
1047
VisionPoint Advisory Group
Texas
$1.45M -$1.09M -3,943 -39%
FAM
1048
Formidable Asset Management
Ohio
$1.45M -$135K -485 -7%
LFM
1049
Lumina Fund Management
New York
$1.44M – – –
EAMA
1050
EFG Asset Management (Americas)
Florida
$1.44M +$90K +324 +6%
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