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Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
1801
Accident Compensation Corp
New Zealand
$799K -$179K -1,600 -18%
CFG
1802
Cooper Financial Group
California
$799K +$50.2K +449 +7%
BHA
1803
Beech Hill Advisors
New York
$799K +$338K +3,024 +72%
WCWM
1804
Willow Creek Wealth Management
California
$793K – – –
VLC
1805
Van Leeuwen & Company
New Jersey
$789K +$55.9K +500 +8%
BAM
1806
Bruderman Asset Management
New York
$787K -$149K -1,337 -16%
CC
1807
Cadinha & Co
Hawaii
$786K +$515K +4,610 +187%
CWM
1808
Circle Wealth Management
New Jersey
$785K +$62.1K +556 +9%
CIAS
1809
Capital Investment Advisory Services
North Carolina
$783K +$104K +930 +15%
SSWM
1810
Sheets Smith Wealth Management
North Carolina
$779K +$1.68K +15 +0.2%
LCP
1811
Legacy Capital Partners
Wisconsin
$779K +$109K +975 +16%
ACM
1812
Argent Capital Management
Missouri
$775K – – –
RHJA
1813
Rice Hall James & Associates
California
$772K – – –
VC
1814
Vicus Capital
Pennsylvania
$771K +$96.8K +866 +14%
CAG
1815
Crestwood Advisors Group
Massachusetts
$769K +$12.7K +114 +2%
ACS
1816
Archford Capital Strategies
Illinois
$769K +$79.2K +709 +11%
PPSG
1817
Princeton Portfolio Strategies Group
New Jersey
$768K +$44.6K +399 +6%
CCM
1818
Cullen Capital Management
New York
$766K – – –
ZCI
1819
Zevenbergen Capital Investments
Washington
$766K +$19K +170 +3%
EFSCE
1820
Enterprise Financial Services Corp (EFSC)
Missouri
$766K +$153K +1,367 +25%
FUBT
1821
First United Bank & Trust
Maryland
$764K +$98.5K +881 +15%
CCMG
1822
Clark Capital Management Group
Pennsylvania
$761K +$89.1K +797 +13%
PMFA
1823
Plante Moran Financial Advisors
Michigan
$760K -$148K -1,324 -16%
WCG
1824
Weaver Consulting Group
California
$757K +$617K +5,521 New
RA
1825
Rational Advisors
New York
$755K -$1M -8,962 -57%
71 72
73
74 75