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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
701
Essex Savings Bank
Connecticut
$321K +$1.12K +30 +0.4%
SIC
702
Sigma Investment Counselors
Michigan
$319K +$2.99K +80 +1%
CAL
703
Capital Analysts LLC
Pennsylvania
$319K -$8.74K -234 -3%
DOA
704
D'Orazio & Associates
Virginia
$318K +$15.7K +419 +5%
WP
705
Wedgewood Partners
Missouri
$317K -$55.9K -1,495 -15%
CIA
706
Capital Investment Advisors
Georgia
$317K +$8.44K +226 +3%
WCA
707
Westover Capital Advisors
Delaware
$317K – – –
GHAM
708
Gilman Hill Asset Management
Connecticut
$316K +$27.1K +725 +10%
BWM
709
BigSur Wealth Management
Florida
$315K – – –
BFEC
710
Benjamin F. Edwards & Company
Missouri
$314K -$1.12K -30 -0.4%
SGCA
711
Steel Grove Capital Advisors
Tennessee
$314K – – –
TWM
712
Tradition Wealth Management
Minnesota
$312K +$1.72K +46 +0.6%
ISL
713
Ingalls & Snyder LLC
New York
$311K – – –
BBHC
714
Brown Brothers Harriman & Co
New York
$311K +$14.4K +386 +5%
WA
715
WealthTrust Axiom
Pennsylvania
$311K – – –
WA
716
Wealth Alliance
New York
$310K -$9.12K -244 -3%
SFG
717
StrategIQ Financial Group
Indiana
$310K – – –
WWM
718
Western Wealth Management
Colorado
$310K +$305K +8,162 New
SP
719
Successful Portfolios
Florida
$309K – – –
CT
720
Cambridge Trust
Massachusetts
$308K – – –
DTL
721
Dynamic Technology Lab
Singapore
$308K +$303K +8,119 New
PCM
722
Poehling Capital Management
Wisconsin
$308K +$303K +8,107 New
MFA
723
Mayflower Financial Advisors
Massachusetts
$306K +$301K +8,070 New
PSP
724
Principal Street Partners
Tennessee
$305K -$75 -2 -0%
RSWM
725
Robertson Stephens Wealth Management
California
$305K +$41.6K +1,113 +16%
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