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Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1351
Main Street Research
Connecticut
$340K -$101K -1,068 -22%
SFA
1352
Sequoia Financial Advisors
Ohio
$336K -$1.7K -18 -0.5%
MCM
1353
Manchester Capital Management
Vermont
$335K – – –
DIP
1354
DT Investment Partners
Pennsylvania
$332K – – –
HHGA
1355
Halbert Hargrove Global Advisors
California
$330K -$24K -254 -6%
C
1356
CFO4Life
Texas
$330K -$6.32K -67 -2%
SCA
1357
Salient Capital Advisors
Texas
$329K +$94 +1 +0%
ACM
1358
Armbruster Capital Management
New York
$327K -$7.17K -76 -2%
LP
1359
LGL Partners
Pennsylvania
$327K – – –
NIA
1360
Northstar Investment Advisors
Colorado
$324K -$215K -2,275 -38%
BWM
1361
Biltmore Wealth Management
Arizona
$324K -$167K -1,773 -33%
GBT
1362
Grove Bank & Trust
Florida
$324K +$92.5K +980 +37%
OIA
1363
Optimum Investment Advisors
Illinois
$323K -$56.2K -595 -14%
NFG
1364
Nadler Financial Group
Illinois
$322K -$49.8K -528 -13%
RP
1365
Reinhart Partners
Wisconsin
$322K +$341K +3,615 New
PP
1366
Palladium Partners
Virginia
$319K -$13.2K -140 -4%
BBI
1367
Baxter Bros Inc
Connecticut
$318K +$18.9K +200 +6%
CEP
1368
Chicago Equity Partners
Illinois
$317K +$336K +3,560 New
HR
1369
Howe & Rusling
New York
$314K -$10.3M -108,889 -97%
CCB
1370
Cutter & Co Brokerage
Missouri
$312K – – –
GA
1371
Geller Advisors
New York
$312K +$37.9K +402 +13%
PIA
1372
Peachtree Investment Advisors
Georgia
$311K – – –
WA
1373
Wealth Architects
California
$311K – – –
GT
1374
Greenleaf Trust
Michigan
$311K +$75.2K +797 +30%
CRCP
1375
Copper Rock Capital Partners
Massachusetts
$310K +$41.6K +441 +15%
53 54
55
56 57