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Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1501
Van Hulzen Asset Management
California
$388K +$19.5K +202 +5%
KA
1502
Klingman & Associates
New York
$387K +$97 +1 +0%
HHGA
1503
Halbert Hargrove Global Advisors
California
$387K +$13.4K +139 +4%
AGA
1504
Accuvest Global Advisors
Utah
$385K +$136K +1,410 +57%
BST
1505
Bath Savings Trust
Maine
$382K – – –
JDR
1506
Jay D. Rosenbaum
$382K +$371K +3,845 New
DTL
1507
Dynamic Technology Lab
Singapore
$379K +$368K +3,813 New
MWM
1508
Modera Wealth Management
New Jersey
$378K +$110K +1,142 +43%
MC
1509
Montag & Caldwell
Georgia
$377K – – –
HS
1510
Huntington Steele
Pennsylvania
$376K +$8.59K +89 +2%
NPA
1511
Nichols & Pratt Advisers
Massachusetts
$375K -$67.6K -700 -16%
NCM
1512
Northside Capital Management
Oregon
$375K +$365K +3,781 New
RHFI
1513
Reilly Herbert Faulkner III
$372K +$386 +4 +0.1%
CPSAC
1514
Chas P. Smith & Associates (CPS)
Florida
$371K -$33.8K -350 -9%
VWM
1515
Valley Wealth Managers
New Jersey
$371K +$361K +3,740 New
ZIC
1516
ZWJ Investment Counsel
Georgia
$370K -$4.73K -49 -1%
FPCG
1517
Fort Pitt Capital Group
Pennsylvania
$369K +$23.3K +241 +7%
ACM
1518
Alta Capital Management
Utah
$368K +$52.1K +540 +17%
TAM
1519
Trillium Asset Management
Massachusetts
$367K -$126K -1,300 -26%
BA
1520
BKS Advisors
Michigan
$366K -$203K -2,107 -36%
EWM
1521
Empirical Wealth Management
Washington
$363K +$6.47K +67 +2%
FWP
1522
FAS Wealth Partners
Kansas
$360K -$32.1K -333 -8%
BCA
1523
Benchmark Capital Advisors
New York
$358K – – –
NEPWA
1524
New England Private Wealth Advisors
Massachusetts
$358K +$29.3K +303 +9%
CAM
1525
Cubic Asset Management
Massachusetts
$358K +$348K +3,605 New
59 60
61
62 63