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Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
1501
Campbell & Co Investment Adviser
Maryland
$389K +$378K +3,918 New
VHAM
1502
Van Hulzen Asset Management
California
$388K +$19.5K +202 +5%
KA
1503
Klingman & Associates
New York
$387K +$97 +1 +0%
HHGA
1504
Halbert Hargrove Global Advisors
California
$387K +$13.4K +139 +4%
AGA
1505
Accuvest Global Advisors
Utah
$385K +$136K +1,410 +57%
BST
1506
Bath Savings Trust
Maine
$382K – – –
JDR
1507
Jay D. Rosenbaum
$382K +$371K +3,845 New
DTL
1508
Dynamic Technology Lab
Singapore
$379K +$368K +3,813 New
MWM
1509
Modera Wealth Management
New Jersey
$378K +$110K +1,142 +43%
MC
1510
Montag & Caldwell
Georgia
$377K – – –
HS
1511
Huntington Steele
Pennsylvania
$376K +$8.59K +89 +2%
NPA
1512
Nichols & Pratt Advisers
Massachusetts
$375K -$67.6K -700 -16%
NCM
1513
Northside Capital Management
Oregon
$375K +$365K +3,781 New
RHFI
1514
Reilly Herbert Faulkner III
$372K +$386 +4 +0.1%
CPSAC
1515
Chas P. Smith & Associates (CPS)
Florida
$371K -$33.8K -350 -9%
VWM
1516
Valley Wealth Managers
New Jersey
$371K +$361K +3,740 New
ZIC
1517
ZWJ Investment Counsel
Georgia
$370K -$4.73K -49 -1%
FPCG
1518
Fort Pitt Capital Group
Pennsylvania
$369K +$23.3K +241 +7%
ACM
1519
Alta Capital Management
Utah
$368K +$52.1K +540 +17%
TAM
1520
Trillium Asset Management
Massachusetts
$367K -$126K -1,300 -26%
BA
1521
BKS Advisors
Michigan
$366K -$203K -2,107 -36%
EWM
1522
Empirical Wealth Management
Washington
$363K +$6.47K +67 +2%
FWP
1523
FAS Wealth Partners
Kansas
$360K -$32.1K -333 -8%
BCA
1524
Benchmark Capital Advisors
New York
$358K – – –
NEPWA
1525
New England Private Wealth Advisors
Massachusetts
$358K +$29.3K +303 +9%
59 60
61
62 63