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Name Holding Trade Value Shares
Change 		Change in
Stake
HEIP
1476
Hudson Edge Investment Partners
New Jersey
$796K +$79.3K +775 +11%
SAM
1477
Smithbridge Asset Management
Pennsylvania
$795K -$8.39K -82 -1%
WAG
1478
Winthrop Advisory Group
Massachusetts
$795K +$179K +1,750 +30%
SP
1479
Successful Portfolios
Florida
$793K +$2.04K +20 +0.3%
ACS
1480
Archford Capital Strategies
Illinois
$790K +$770K +7,533 New
HB
1481
Homrich & Berg
Georgia
$785K +$52.6K +514 +7%
1WA
1482
180 Wealth Advisors
Washington
$785K +$115K +1,121 +18%
AIM
1483
Acropolis Investment Management
Missouri
$783K -$494K -4,828 -39%
CCC
1484
Chelsea Counsel Company
California
$783K -$20.5K -200 -3%
ERIM
1485
Eagle Ridge Investment Management
Connecticut
$783K -$18.2K -178 -2%
CCG
1486
Chatham Capital Group
Georgia
$783K -$11.9K -116 -2%
MC
1487
Mathes Company
New York
$781K +$312K +3,050 +69%
CSA
1488
Cottage Street Advisors
Massachusetts
$780K -$321K -3,136 -30%
KFGK
1489
Keystone Financial Group (Kentucky)
Kentucky
$780K +$55K +538 +8%
PG
1490
Patten Group
Tennessee
$780K +$93.6K +915 +14%
SC
1491
Saybrook Capital
North Carolina
$776K – – –
WIM
1492
Westside Investment Management
California
$774K +$157K +1,539 +27%
BRM
1493
Boston Research & Management
Massachusetts
$774K – – –
WPW
1494
Waldron Private Wealth
Pennsylvania
$772K +$7.46K +73 +1%
RA
1495
RiverPark Advisors
New York
$771K -$453K -4,427 -38%
PCG
1496
Private Capital Group
Connecticut
$770K +$12.8K +125 +2%
ONB
1497
Old National Bancorp
Indiana
$769K -$209K -2,041 -22%
NEAM
1498
New England Asset Management
Connecticut
$766K +$706K +6,900 +1,663%
BCA
1499
Bray Capital Advisors
Florida
$757K -$1.93M -18,920 -72%
WCWM
1500
Willow Creek Wealth Management
California
$756K -$40.9K -400 -5%
58 59
60
61 62