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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1201
Bluefin Capital Management
New York
$3M -$3.31M -26,513 Closed
HT
1202
HighTower Trust
Texas
$2.99M -$660K -5,280 -18%
AAS
1203
Annex Advisory Services
Wisconsin
$2.98M +$2.75K +22 +0.1%
WCM
1204
Weik Capital Management
Pennsylvania
$2.98M -$25K -200 -0.8%
BFO
1205
Boston Family Office
Massachusetts
$2.97M -$142K -1,140 -5%
OIA
1206
OneDigital Investment Advisors
Kansas
$2.97M -$1.35M -10,767 -31%
MYIA
1207
Mount Yale Investment Advisors
Colorado
$2.96M -$612K -4,898 -17%
BCM
1208
Boltwood Capital Management
California
$2.96M -$112K -895 -4%
SC
1209
Savant Capital
Illinois
$2.96M -$269K -2,150 -8%
CF
1210
Centaurus Financial
California
$2.93M +$504K +4,030 +21%
WAS
1211
Winch Advisory Services
Wisconsin
$2.93M +$18.9K +151 +0.6%
GW
1212
GW & Wade
Massachusetts
$2.93M +$339K +2,715 +13%
AMG
1213
Asset Management Group
Connecticut
$2.92M -$47.5K -380 -2%
GIM
1214
Goelzer Investment Management
Indiana
$2.91M -$159K -1,273 -5%
IFG
1215
Independent Financial Group
California
$2.91M -$65.5K -524 -2%
CWM
1216
Concentric Wealth Management
California
$2.91M +$17.6K +141 +0.6%
FIM
1217
Freedom Investment Management
Connecticut
$2.9M -$449K -3,592 -13%
TAM
1218
Townsend Asset Management
North Carolina
$2.9M +$147K +1,178 +5%
NIC
1219
Northwest Investment Counselors
Oregon
$2.9M -$55.4K -443 -2%
BGC
1220
Birch Grove Capital
New York
$2.89M +$2.38M +19,050 +448%
DIA
1221
Dana Investment Advisors
Wisconsin
$2.89M -$449K -3,591 -13%
HWA
1222
Heritage Way Advisors
Illinois
$2.87M +$108K +863 +4%
BP
1223
BBR Partners
New York
$2.87M +$662K +5,296 +30%
LCM
1224
Laurion Capital Management
New York
$2.87M -$27.8M -222,252 -91%
TBNY
1225
Trustco Bank (New York)
New York
$2.86M – – –
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