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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1226
Accurate Investment Solutions
Pennsylvania
$62K – – –
JFA
1227
JNBA Financial Advisors
Minnesota
$62K +$3.8K +100 +7%
TFO
1228
Tarbox Family Office
California
$61K -$8.78K -231 -13%
LIM
1229
Lagoda Investment Management
New York
$59K – – –
VCM
1230
Versant Capital Management
Arizona
$58K -$67.8K -1,784 -55%
DOA
1231
D'Orazio & Associates
Virginia
$58K – – –
IWC
1232
Integrated Wealth Counsel
California
$56K -$53.2K -1,400 -50%
KF
1233
Krilogy Financial
Missouri
$54K -$22.9K -603 -31%
CHP
1234
Cable Hill Partners
Oregon
$53K +$3.8K +100 +8%
QCG
1235
Quadrant Capital Group
Ohio
$49K -$194K -5,097 -79%
VIA
1236
Vantage Investment Advisors
Pennsylvania
$49K +$1.75K +46 +4%
PMFA
1237
Plante Moran Financial Advisors
Michigan
$48K -$74.4K -1,956 -62%
JIR
1238
James Investment Research
Ohio
$46K – – –
AWM
1239
Avior Wealth Management
Nebraska
$44K -$30.7K -808 -42%
NYLT
1240
New York Life Trust
New York
$42K +$14.6K +384 +57%
MWM
1241
MinichMacGregor Wealth Management
New York
$42K +$19.8K +522 +99%
ANBT
1242
American National Bank & Trust
Texas
$40K – – –
ACM
1243
Armbruster Capital Management
New York
$40K – – –
CAL
1244
Capital Advisors Ltd
Ohio
$40K – – –
FWC
1245
First Washington Corp
Washington
$40K – – –
SA
1246
SRH Advisors
Kansas
$40K – – –
TIM
1247
Tortoise Investment Management
New York
$40K – – –
TCM
1248
Tradewinds Capital Management
Washington
$37K – – –
PCTC
1249
Perkins Coie Trust Company
Washington
$36K -$5.7K -150 -14%
NCM
1250
Nelson Capital Management
California
$36K – – –
48 49
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