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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1676
FinTrust Capital Advisors
South Carolina
$759K +$809K +6,982 New
WI
1677
Wintrust Investments
Illinois
$758K +$18.2K +157 +2%
9WM
1678
9258 Wealth Management
Ohio
$750K +$799K +6,896 New
MWM
1679
Modera Wealth Management
New Jersey
$746K +$3.48K +30 +0.4%
FPFS
1680
First Personal Financial Services
North Carolina
$746K +$5.56K +48 +0.7%
CI
1681
CAZ Investments
Texas
$744K – – –
BAM
1682
Bruderman Asset Management
New York
$743K +$162K +1,395 +26%
VCM
1683
Versant Capital Management
Arizona
$741K -$23.2K -200 -3%
LB
1684
Legacy Bridge
Iowa
$738K +$786K +6,783 New
FA
1685
Fagan Associates
New York
$737K +$24.3K +210 +3%
CICI
1686
Capital Investment Counsel Inc
North Carolina
$736K -$34.8K -300 -4%
QCMC
1687
Quantum Capital Management (California)
California
$734K +$781K +6,745 New
NPA
1688
Nichols & Pratt Advisers
Massachusetts
$731K – – –
PA
1689
Perennial Advisors
New York
$731K +$168K +1,450 +28%
GAAM
1690
Guinness Atkinson Asset Management
California
$729K -$255K -2,200 -25%
OFS
1691
Orrstown Financial Services
Pennsylvania
$729K -$22.1K -191 -3%
TIA
1692
Tiemann Investment Advisors
California
$728K -$4.05K -35 -0.5%
DCM
1693
Donaldson Capital Management
Indiana
$726K -$238K -2,053 -24%
ANTB
1694
AMG National Trust Bank
Colorado
$726K +$34.9K +301 +5%
JIP
1695
Jaffetilchin Investment Partners
Florida
$722K +$10.5K +91 +1%
BWM
1696
Bernicke Wealth Management
Wisconsin
$721K +$50.9K +439 +7%
MFP
1697
Meridian Financial Partners
Virginia
$721K +$768K +6,626 New
WPA
1698
West Paces Advisors
Georgia
$717K -$3.01K -26 -0.4%
AF
1699
AMG Funds
Connecticut
$717K -$138K -1,192 -15%
RFM
1700
Royal Fund Management
Florida
$716K +$49.3K +426 +7%
66 67
68
69 70