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Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
1151
Atherton Lane Advisers
California
$545K +$88K +1,226 +19%
AWS
1152
Aris Wealth Services
Pennsylvania
$542K +$37.5K +522 +7%
HCM
1153
Howland Capital Management
Massachusetts
$541K – – –
SIC
1154
Sigma Investment Counselors
Michigan
$538K -$25.1K -350 -4%
RMSCM
1155
R.M. Sincerbeaux Capital Management
New York
$537K +$546K +7,600 New
CAG
1156
Crestwood Advisors Group
Massachusetts
$536K +$15.9K +221 +3%
BC
1157
Brookfield Corp
Ontario, Canada
$530K – – –
SCA
1158
STALEY CAPITAL ADVISERS
Pennsylvania
$530K +$35.9K +500 +7%
LSA
1159
L & S Advisors
California
$529K -$143K -1,996 -21%
FIG
1160
Fusion Investment Group
Pennsylvania
$521K +$529K +7,373 New
BCM
1161
BTR Capital Management
California
$517K -$28.7K -400 -5%
KIA
1162
King Investment Advisors
Texas
$516K – – –
JIM
1163
Jupiter Investment Management
United Kingdom
$515K +$524K +7,300 New
SMC
1164
Smith, Moore & Co
Missouri
$514K +$522K +7,273 New
RCAG
1165
Rehmann Capital Advisory Group
Michigan
$512K +$56K +780 +12%
SWM
1166
Segment Wealth Management
Texas
$509K -$359 -5 -0.1%
HPBT
1167
High Point Bank & Trust
North Carolina
$509K – – –
WFI
1168
West Family Investments
California
$509K – – –
BCM
1169
Birmingham Capital Management
Alabama
$507K -$77.5K -1,080 -13%
PP
1170
PDT Partners
New York
$504K +$79K +1,100 +18%
PFA
1171
Pure Financial Advisors
California
$502K -$87.6K -1,220 -15%
BIM
1172
Baldwin Investment Management
Pennsylvania
$502K – – –
SSG
1173
Summit Securities Group
New York
$502K +$7.18K +100 +1%
WIS
1174
Wright Investors Service
Connecticut
$497K -$91.6K -1,275 -15%
DDPIC
1175
Deroy & Devereaux Private Investment Counsel
Michigan
$497K – – –
45 46
47
48 49