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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1176
Legacy Advisors
Pennsylvania
$321K – – –
SIAP
1177
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$320K – – –
PHK
1178
Point72 Hong Kong
Hong Kong
$319K +$24.8K +372 +9%
ECM
1179
Evergreen Capital Management
Washington
$316K -$57.8K -867 -16%
DAC
1180
Dividend Assets Capital
South Carolina
$316K -$3.33K -50 -1%
CIA
1181
Choate Investment Advisors
Massachusetts
$311K -$202K -3,037 -40%
ST
1182
Spinnaker Trust
Maine
$311K +$5.2K +78 +2%
TF
1183
TLWM Financial
Texas
$310K -$77.9K -1,170 -21%
TAM
1184
Trillium Asset Management
Massachusetts
$310K – – –
CPA
1185
Capital Planning Advisors
California
$306K -$204K -3,060 -41%
SRSA
1186
S.R. Schill & Associates
Washington
$306K -$7.66K -115 -3%
CTA
1187
Chesley Taft & Associates
Illinois
$306K – – –
FMLI
1188
Fukoku Mutual Life Insurance
Japan
$306K – – –
PIM
1189
Penobscot Investment Management
Massachusetts
$304K -$40K -600 -12%
FNBOH
1190
First National Bank of Hutchinson
Kansas
$304K -$20K -300 -6%
MCM
1191
Marathon Capital Management
Maryland
$303K – – –
SFM
1192
Signature Financial Management
Virginia
$303K +$289K +4,340 New
FANJ
1193
Financial Architects (New Jersey)
New Jersey
$302K -$11.9K -178 -4%
BFC
1194
Bedel Financial Consulting
Indiana
$302K -$5.66K -85 -2%
MWM
1195
Modera Wealth Management
New Jersey
$301K +$67 +1 +0%
WA1
1196
Wimmer Associates 1
California
$300K – – –
TFF
1197
The Family Firm
Maryland
$300K +$67 +1 +0%
MYIA
1198
Mount Yale Investment Advisors
Colorado
$300K +$28.9K +434 +11%
BW
1199
Bison Wealth
Georgia
$300K +$45.6K +685 +19%
SAM
1200
Sawgrass Asset Management
Florida
$298K +$285K +4,275 New
46 47
48
49 50