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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Mission Wealth Management
California
$4.46M +$179K +1,433 +4%
WA
977
WBH Advisory
Maryland
$4.46M -$193K -1,547 -4%
IIC
978
Ironwood Investment Counsel
Arizona
$4.46M +$225K +1,800 +5%
CG
979
Caprock Group
Idaho
$4.45M -$131K -1,052 -3%
RMC
980
Resources Management Corp
Connecticut
$4.45M +$56.9K +455 +1%
SFS
981
Sowell Financial Services
Arkansas
$4.44M -$387K -3,098 -8%
BGIM
982
Brandywine Global Investment Management
Pennsylvania
$4.44M +$4.47M +35,771 New
S
983
Surevest
California
$4.43M +$616K +4,929 +16%
PTC
984
Private Trust Company
Ohio
$4.42M +$209K +1,672 +5%
CCM
985
Crossvault Capital Management
Texas
$4.42M -$649K -5,190 -13%
SBL
986
Sargent Bickham Lagudis
Colorado
$4.42M +$19.2K +154 +0.4%
DBT
987
Dubuque Bank & Trust
Iowa
$4.41M -$334K -2,671 -7%
IWM
988
IHT Wealth Management
Illinois
$4.41M +$133K +1,062 +3%
MAM
989
Morse Asset Management
Connecticut
$4.4M -$3.02M -24,141 -40%
BAM
990
Boyar Asset Management
New York
$4.4M +$229K +1,835 +5%
CIP
991
Chartwell Investment Partners
Pennsylvania
$4.4M +$37.5K +300 +0.9%
GGHC
992
Gilder Gagnon Howe & Co
New York
$4.36M -$48.9K -391 -1%
AC
993
Abbrea Capital
California
$4.35M +$39.1K +313 +0.9%
JWM
994
Jupiter Wealth Management
Colorado
$4.35M -$2.11M -16,905 -33%
CI
995
Cincinnati Insurance
Ohio
$4.34M -$47M -376,000 -91%
UOC
996
UBS O'Connor
Illinois
$4.34M -$18.1M -145,000 -81%
CB
997
Community Bank
New York
$4.32M -$606K -4,847 -12%
RFWA
998
RPg Family Wealth Advisory
Massachusetts
$4.3M +$1.56M +12,463 +56%
UTC
999
Unified Trust Company
Kentucky
$4.29M -$113K -903 -3%
FFA
1000
Fragasso Financial Advisors
Pennsylvania
$4.28M +$93.2K +746 +2%
38 39
40
41 42