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Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1851
Kings Point Capital Management
New York
$87K -$71.6K -2,197 -44%
AIM
1852
Arcadia Investment Management
Michigan
$85K – – –
SA
1853
SpiderRock Advisors
Delaware
$85K – – –
HFM
1854
Hartford Financial Management
Connecticut
$82K -$3.52K -108 -4%
BWA
1855
Burt Wealth Advisors
Maryland
$82K – – –
FPA
1856
Fieldpoint Private Advisors
New York
$69K -$1.2M -36,795 -94%
ST
1857
Sageworth Trust
Pennsylvania
$68K +$71K +2,180 New
OSAM
1858
O'Shaughnessy Asset Management
Connecticut
$66K -$10.4K -319 -13%
MWM
1859
MinichMacGregor Wealth Management
New York
$65K -$163 -5 -0.2%
MWM
1860
Mascoma Wealth Management
New Hampshire
$63K -$26.2K -805 -29%
WA
1861
Winfield Associates
Ohio
$61K -$22.5K -691 -26%
DOA
1862
D'Orazio & Associates
Virginia
$60K – – –
TFO
1863
Tarbox Family Office
California
$55K – – –
GBBWRPM
1864
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$52K +$13.9K +426 +34%
VCM
1865
Versant Capital Management
Arizona
$49K -$1.6K -49 -3%
HL
1866
Harding Loevner
New Jersey
$49K +$50.8K +1,560 New
TDC
1867
Thompson Davis & Co
Virginia
$48K -$94.2K -2,892 -65%
AWMS
1868
Advocacy Wealth Management Services
Georgia
$43K – – –
NO
1869
Ninety One
South Africa
$43K – – –
CJA
1870
C-J Advisory
California
$41K +$65 +2 +0.2%
TCM
1871
TD Capital Management
Tennessee
$41K +$34.1K +1,048 +384%
TG
1872
TLP Group
Illinois
$41K +$42.4K +1,300 New
IUHSA
1873
Itau Unibanco Holding S.A.
Brazil
$38K -$49.1K -1,508 -55%
RI
1874
Redwood Investments
Massachusetts
$31K -$26.1K -800 -44%
APSP
1875
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K -$5.6K -172 -15%
73 74
75
76 77