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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1151
Cadinha & Co
Hawaii
$410K – – –
BI
1152
Bramshill Investments
Florida
$409K -$5.99K -89 -1%
MWM
1153
Modera Wealth Management
New Jersey
$409K +$161K +2,400 +64%
MWM
1154
Meridian Wealth Management
Kentucky
$407K -$532K -7,905 -56%
CWM
1155
Catamount Wealth Management
Connecticut
$407K -$28.3K -420 -6%
ACI
1156
Alpha Cubed Investments
California
$407K +$55.2K +821 +16%
MWP
1157
MYCIO Wealth Partners
Pennsylvania
$405K +$3.83K +57 +0.9%
MSAM
1158
Moloney Securities Asset Management
Missouri
$404K -$71.6K -1,065 -15%
PB
1159
Pinnacle Bancorp
Nebraska
$403K -$23.5K -350 -5%
WA1
1160
Wimmer Associates 1
California
$403K -$18.5K -275 -4%
DWM
1161
Doyle Wealth Management
Florida
$400K +$58.7K +872 +16%
BCM
1162
Barometer Capital Management
Ontario, Canada
$400K +$404K +6,000 New
SFG
1163
Summit Financial Group
West Virginia
$397K – – –
BCB
1164
Brian C. Broderick
$396K – – –
ASA
1165
Armstrong Shaw Associates
Connecticut
$390K – – –
V
1166
VeraBank
Texas
$389K -$8.75K -130 -2%
SWM
1167
SVA Wealth Management
Wisconsin
$388K -$2.89K -43 -0.7%
QCG
1168
Quadrant Capital Group
Ohio
$386K +$192K +2,860 +89%
FM
1169
Foster & Motley
Ohio
$383K -$8.95K -133 -2%
NFC
1170
Northeast Financial Consultants
Connecticut
$382K +$385K +5,723 New
JFL
1171
Jarislowsky, Fraser Ltd
Quebec, Canada
$381K -$47.8K -710 -11%
GFPC
1172
Global Financial Private Capital
Florida
$381K -$29.9K -445 -7%
ACM
1173
AlphaStar Capital Management
North Carolina
$381K -$4.71K -70 -1%
ACA
1174
Atlas Capital Advisors
Wyoming
$380K +$383K +5,700 New
TCM
1175
Tradition Capital Management
New Jersey
$380K -$212K -3,155 -36%
45 46
47
48 49