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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1026
Private Advisory Group
Washington
$6.5M -$210K -1,462 -4%
RFMS
1027
RWQ Financial Management Services
Florida
$6.49M +$5.14M +35,823 New
APSI
1028
Asset Planning Services Inc
Louisiana
$6.49M -$50.2K -350 -1%
GAB
1029
German American Bancorp
Indiana
$6.47M +$915K +6,374 +22%
FHB
1030
First Hawaiian Bank
Hawaii
$6.46M +$356K +2,479 +7%
BDWM
1031
Brewin Dolphin Wealth Management
Ireland
$6.45M +$255K +1,777 +5%
RMC
1032
Resources Management Corp
Connecticut
$6.43M -$51.1K -356 -1%
CIP
1033
Chartwell Investment Partners
Pennsylvania
$6.42M – – –
CCM
1034
Consolidated Capital Management
California
$6.4M -$2.45M -17,097 -33%
RCM
1035
Riverpark Capital Management
New York
$6.4M +$733K +5,109 +17%
AC
1036
Abbrea Capital
California
$6.39M +$27.1K +189 +0.5%
MWM
1037
Mission Wealth Management
California
$6.36M -$123K -857 -2%
CCM
1038
CAAS Capital Management
New York
$6.35M +$3.01M +21,000 +149%
CCM
1039
Crossvault Capital Management
Texas
$6.35M -$80.8K -563 -2%
LWANC
1040
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.35M +$170K +1,185 +4%
FI
1041
FormulaFolio Investments
Michigan
$6.34M +$2.18M +15,195 +77%
MFWM
1042
Motley Fool Wealth Management
Virginia
$6.33M +$172K +1,201 +4%
CP
1043
Corbenic Partners
Pennsylvania
$6.31M +$626K +4,361 +14%
IWM
1044
IHT Wealth Management
Illinois
$6.29M -$112K -783 -2%
BAAM
1045
Baker Avenue Asset Management
California
$6.28M +$3.68M +25,605 +283%
PC
1046
Permanens Capital
New York
$6.28M +$4.58M +31,877 +1,152%
GKIM
1047
GW&K Investment Management
Massachusetts
$6.26M +$255K +1,774 +5%
RFWA
1048
RPg Family Wealth Advisory
Massachusetts
$6.26M -$8.76K -61 -0.2%
PTC
1049
Private Trust Company
Ohio
$6.25M -$163K -1,133 -3%
ST
1050
Spinnaker Trust
Maine
$6.22M -$561K -3,910 -10%
40 41
42
43 44