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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1351
Gupta Wealth Management
California
$536K -$51.4K -1,792 -8%
ACM
1352
Apex Capital Management
Ohio
$534K -$5.71K -199 -1%
CK
1353
Carnick & Kubik
Colorado
$533K +$556K +19,400 New
WT
1354
Washington Trust
Rhode Island
$526K -$2.58K -90 -0.5%
WA
1355
Wealth Architects
California
$524K +$602 +21 +0.1%
NC
1356
NewSquare Capital
Pennsylvania
$522K +$23.6K +822 +5%
BDF
1357
Balasa Dinverno & Foltz
$521K -$3.81K -133 -0.7%
MCM
1358
Manchester Capital Management
Vermont
$521K – – –
GHAM
1359
Gilman Hill Asset Management
Connecticut
$520K +$18.1K +630 +3%
DI
1360
Dalton Investments
Nevada
$519K – – –
IWMPD
1361
Integrated Wealth Management (Palm Desert)
California
$516K +$20.7K +722 +4%
PFPT
1362
Pinnacle Financial Partners (Tennessee)
Tennessee
$512K +$55.1K +1,921 +11%
HIC
1363
Hartline Investment Corp
Illinois
$511K -$11.5K -400 -2%
BSB
1364
Bangor Savings Bank
Maine
$511K +$14.5K +507 +3%
CA
1365
Capital Advantage
California
$510K -$20.3K -709 -4%
SC
1366
Savant Capital
Illinois
$509K +$4.62K +161 +0.9%
SCM
1367
Schnieders Capital Management
California
$508K +$15.5K +541 +3%
BCAM
1368
Boston Common Asset Management
Massachusetts
$505K – – –
MCM
1369
Maryland Capital Management
Maryland
$505K +$56.1K +1,956 +12%
QGM
1370
Quality Growth Management
California
$503K -$28K -975 -5%
BAS
1371
Brown Advisory Securities
Maryland
$501K +$37.2K +1,297 +8%
FDCC
1372
Foster Dykema Cabot & Co
Massachusetts
$500K +$19.9K +695 +4%
CAM
1373
Cypress Asset Management
Texas
$500K +$28.4K +990 +6%
FHC
1374
First Heartland Consultants
Missouri
$499K +$1.66K +58 +0.3%
HCM
1375
Highlander Capital Management
New Jersey
$498K -$20K -698 -4%
53 54
55
56 57