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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1601
Rockbridge Investment Management
New York
$278K -$13K -47 -4%
NFG
1602
NewFocus Financial Group
Washington
$277K -$15.5K -56 -4%
PP
1603
Patron Partners
Texas
$277K +$330K +1,190 New
P
1604
Palladiem
Pennsylvania
$276K +$330K +1,188 New
MA
1605
MUFG Americas
New York
$275K – – –
MCM
1606
Mengis Capital Management
Oregon
$275K +$88.8K +320 +37%
IA
1607
IFG Advisors
Missouri
$274K -$11.4K -41 -3%
AF
1608
Aldebaran Financial
$273K – – –
GBBWRPM
1609
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$271K +$8.88K +32 +3%
AIC
1610
Ameritas Investment Company
Nebraska
$270K -$330K -1,189 -51%
IFG
1611
Investors Financial Group
Minnesota
$270K +$36.6K +132 +13%
MFS
1612
Madrona Financial Services
Washington
$270K +$47.2K +170 +17%
CGA
1613
Crescent Grove Advisors
Illinois
$270K +$322K +1,159 New
WEC
1614
Winslow Evans & Crocker
Massachusetts
$269K -$389K -1,402 -35%
EI
1615
Ellevest Inc
New York
$269K -$175K -631 -35%
VC
1616
Veracity Capital
Georgia
$269K -$86.1K -310 -21%
SNT
1617
Security National Trust
West Virginia
$266K – – –
CA
1618
Capital Advantage
California
$266K +$307K +1,106 New
PA
1619
Procyon Advisors
Connecticut
$265K -$30.5K -110 -9%
IDA
1620
Intelligence Driven Advisers
California
$265K -$9.72K -35 -3%
PWM
1621
PBMares Wealth Management
Virginia
$264K – – –
HL
1622
HeadInvest LLC
Maine
$264K +$124K +445 +64%
VFM
1623
Vivid Financial Management
California
$263K -$326K -1,176 -51%
AFS
1624
Annapolis Financial Services
Maryland
$261K +$312K +1,123 New
ACA
1625
Aptus Capital Advisors
Alabama
$260K +$8.61K +31 +3%
63 64
65
66 67