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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1251
Alpha Windward
Massachusetts
$595K -$97K -1,299 -13%
WAOTB
1252
Wealth Advisors of Tampa Bay
Florida
$592K +$676K +9,055 New
BCAM
1253
Boston Common Asset Management
Massachusetts
$589K +$297K +3,981 +80%
RCAG
1254
Rehmann Capital Advisory Group
Michigan
$586K -$198K -2,655 -23%
BP
1255
Ballentine Partners
Massachusetts
$584K +$154K +2,066 +30%
MC
1256
Mathes Company
New York
$580K – – –
FANJ
1257
Financial Architects (New Jersey)
New Jersey
$579K -$128K -1,714 -16%
GCAC
1258
Guardian Capital Advisors (Canada)
Ontario, Canada
$579K +$394K +5,280 +147%
IWM
1259
IHT Wealth Management
Illinois
$576K +$111K +1,490 +20%
PAM
1260
Paradigm Asset Management
New York
$575K +$209K +2,800 +47%
IDBONY
1261
Israel Discount Bank of New York
New York
$574K -$34K -456 -5%
RI
1262
Ridgewood Investments
New Jersey
$574K – – –
BSPF
1263
British Steel Pension Fund
United Kingdom
$573K +$544K +7,282 New
WWM
1264
Western Wealth Management
Colorado
$573K +$643K +8,611 New
LA
1265
Legacy Advisors
Pennsylvania
$572K -$1.4M -18,763 -68%
I2I
1266
Insight 2811 Inc
Illinois
$570K -$114K -1,524 -15%
APP
1267
Avantax Planning Partners
Iowa
$568K -$11.3K -152 -2%
CT
1268
Cambridge Trust
Massachusetts
$566K -$74.7K -1,001 -10%
BWAM
1269
Boyd Watterson Asset Management
Ohio
$566K +$281K +3,767 +77%
HH
1270
Hilltop Holdings
Texas
$562K +$49.2K +659 +8%
H
1271
HoyleCohen
California
$560K -$43.7K -585 -6%
FNFDCM
1272
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$560K +$29.9K +400 +5%
CHAM
1273
Clear Harbor Asset Management
Connecticut
$559K +$159K +2,133 +33%
GCC
1274
Guardian Capital (Canada)
Ontario, Canada
$559K +$258K +3,450 +68%
PP
1275
Patten & Patten
Tennessee
$557K +$78K +1,045 +14%
49 50
51
52 53