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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1926
Garde Capital
Washington
$588K -$93.5K -1,693 -14%
FNBOSM
1927
First National Bank of South Miami
Florida
$587K -$42.6K -771 -7%
ACA
1928
Aptus Capital Advisors
Alabama
$586K +$85.1K +1,541 +17%
LSCM
1929
LaSalle Street Capital Management
Illinois
$584K – – –
SCM
1930
Silvant Capital Management
Georgia
$584K – – –
FMTC
1931
Farmers & Merchants Trust Company
California
$582K – – –
MIG
1932
McGuire Investment Group
Rhode Island
$582K +$5.08K +92 +0.9%
QCM
1933
Quantinno Capital Management
New York
$577K -$185K -3,355 -24%
KM
1934
Kalos Management
Georgia
$576K +$184K +3,328 +45%
CWM
1935
Confluence Wealth Management
Oregon
$574K -$5.19K -94 -0.9%
ACM
1936
Armbruster Capital Management
New York
$573K – – –
GFP
1937
Gryphon Financial Partners
Ohio
$572K -$1.3M -23,568 -69%
WRM
1938
Weybosset Research & Management
Rhode Island
$572K -$12.4K -225 -2%
CA
1939
Continuum Advisory
Idaho
$572K +$15.1K +273 +3%
PIP
1940
Peachtree Investment Partners
Florida
$571K +$312K +5,652 +118%
FA
1941
Fortis Advisors
Pennsylvania
$568K – – –
WI
1942
Wintrust Investments
Illinois
$567K -$86.7K -1,569 -13%
PI
1943
Pettee Investors
Connecticut
$566K – – –
MJP
1944
Michael J. Puzo
$561K -$20.7K -375 -4%
CA
1945
Cornerstone Advisory
Maryland
$560K +$97.4K +1,764 +21%
GBT
1946
Grove Bank & Trust
Florida
$559K +$5.14K +93 +0.9%
JF
1947
JSF Financial
California
$559K +$105K +1,900 +23%
WIA
1948
World Investment Advisors
California
$557K -$16.7K -303 -3%
SWA
1949
Sutton Wealth Advisors
Florida
$556K +$4.31K +78 +0.8%
NIM
1950
NuWave Investment Management
New Jersey
$555K +$469K +8,497 +517%
76 77
78
79 80