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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
801
Bradley Foster & Sargent
Connecticut
$1.53M -$1.22M -19,576 -43%
KF
802
KKM Financial
Illinois
$1.52M +$25.3K +404 +2%
HTHT
803
Hemenway Trust Hemenway Trust
New Hampshire
$1.52M -$2.98M -47,604 -65%
MSAM
804
Moloney Securities Asset Management
Missouri
$1.51M +$479K +7,662 +43%
PAS
805
Park Avenue Securities
New York
$1.51M -$88K -1,406 -5%
UWS
806
Unique Wealth Strategies
Illinois
$1.51M – – –
VA
807
Vident Advisory
Georgia
$1.5M -$21.7M -346,517 -93%
BFG
808
Bleakley Financial Group
New Jersey
$1.5M -$388K -6,196 -20%
SW
809
Simplicity Wealth
New Jersey
$1.5M -$381K -6,089 -19%
WAOTB
810
Wealth Advisors of Tampa Bay
Florida
$1.5M -$57.5K -920 -4%
FAT
811
First American Trust
California
$1.49M -$3.97M -63,503 -72%
LIM
812
Loudon Investment Management
New Hampshire
$1.49M -$421K -6,728 -21%
AIM
813
Aigen Investment Management
New York
$1.48M +$1.3M +20,776 +477%
KFS
814
Keynote Financial Services
Connecticut
$1.48M +$73.1K +1,168 +5%
PVI
815
Pine Valley Investments
New Jersey
$1.47M +$73.9K +1,182 +5%
PCM
816
Palouse Capital Management
Washington
$1.47M -$32K -512 -2%
AIA
817
Affinity Investment Advisors
California
$1.47M -$162K -2,597 -9%
AWAP
818
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.46M -$13.2K -211 -0.8%
PDL
819
Portfolio Design Labs
California
$1.46M +$285K +4,553 +23%
IA
820
IFG Advisory
Georgia
$1.45M -$1.27M -20,306 -45%
MOS
821
MGO One Seven
Ohio
$1.44M -$286K -4,570 -16%
TSWM
822
Triangle Securities Wealth Management
North Carolina
$1.43M -$55.7K -891 -4%
CFMC
823
Curbstone Financial Management Corp
New Hampshire
$1.43M -$120K -1,924 -7%
SFCL
824
Strengthening Families & Communities LLC
Massachusetts
$1.42M +$1.5M +24,016 New
SMA
825
Sage Mountain Advisors
Georgia
$1.42M -$185K -2,964 -11%
31 32
33
34 35