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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1651
Manchester Capital Management
Vermont
$741K -$156K -1,745 -17%
CPA
1652
Court Place Advisors
Maryland
$740K -$2.24K -25 -0.3%
CG
1653
CFO4Life Group
Texas
$735K -$58.9K -658 -7%
AWM
1654
Aberdeen Wealth Management
Illinois
$734K +$96.9K +1,082 +15%
BA
1655
Birinyi Associates
Connecticut
$731K +$224K +2,500 +44%
BWM
1656
Bernicke Wealth Management
Wisconsin
$730K -$217K -2,425 -23%
PCS
1657
Personal CFO Solutions
New Jersey
$727K -$22.9K -256 -3%
MHI
1658
Miller Howard Investments
New York
$725K +$728K +8,126 New
PWAG
1659
Polaris Wealth Advisory Group
California
$722K -$50.9K -569 -6%
MWM
1660
Modera Wealth Management
New Jersey
$719K +$2.69K +30 +0.4%
GIM
1661
Greylin Investment Management
Virginia
$717K – – –
RHP
1662
Royal Harbor Partners
Texas
$715K -$213K -2,374 -23%
ESBC
1663
E.S. Barr & Co
Kentucky
$715K -$134K -1,500 -16%
ANB
1664
Amarillo National Bank
Texas
$714K -$36.6K -409 -5%
BOC
1665
Barbara Oil Co
Illinois
$714K – – –
FSA
1666
Financial Sense Advisors
California
$709K -$169K -1,890 -19%
RP
1667
Rice Partnership
Hawaii
$707K -$3.18M -35,504 -82%
AFM
1668
Abbot Financial Management
Massachusetts
$707K -$37.6K -420 -5%
MTC
1669
McDaniel Terry & Co
Texas
$704K -$1.61M -17,928 -69%
BAS
1670
Brown Advisory Securities
Maryland
$702K -$77.4K -865 -10%
BHC
1671
Bowen Hanes & Co
Florida
$696K +$49.7K +555 +8%
TF
1672
Tompkins Financial
New York
$694K +$62K +692 +10%
PP
1673
Pegasus Partners
Wisconsin
$693K +$259K +2,896 +59%
MSFP
1674
Mark Sheptoff Financial Planning
Connecticut
$692K +$318K +3,556 +85%
MIAS
1675
Mason Investment Advisory Services
Virginia
$688K -$11.5K -128 -2%
65 66
67
68 69