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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1926
Carmichael Hill & Associates
Maryland
$241K +$102 +1 +0%
SAM
1927
Shikiar Asset Management
New York
$241K +$2.04K +20 +0.9%
CHP
1928
Cable Hill Partners
Oregon
$240K +$12.7K +124 +6%
OWP
1929
Obermeyer Wealth Partners
Colorado
$239K -$75.4K -737 -24%
PVWM
1930
Point View Wealth Management
New Jersey
$239K +$22.9K +224 +11%
AIM
1931
Advantage Investment Management
Iowa
$238K -$97K -949 -29%
JCM
1932
Janney Capital Management
Pennsylvania
$238K -$14.4K -141 -6%
KFS
1933
Kurt F. Somerville
$238K – – –
WBG
1934
Wharton Business Group
Pennsylvania
$238K – – –
KF
1935
Krilogy Financial
Missouri
$238K +$107K +1,051 +86%
HFA
1936
Huber Financial Advisors
Illinois
$236K -$102 -1 -0%
AIM
1937
Avity Investment Management
Connecticut
$236K – – –
FNBOH
1938
First National Bank of Hutchinson
Kansas
$235K +$19.6K +192 +9%
CAL
1939
Capital Analysts LLC
Pennsylvania
$233K – – –
CPH
1940
C Partners Holding
Switzerland
$233K +$17.7K +173 +8%
PO
1941
Private Ocean
California
$232K +$102 +1 +0%
EWM
1942
Evermay Wealth Management
Virginia
$232K +$10.5K +103 +5%
AWM
1943
Aevitas Wealth Management
Massachusetts
$232K +$44.7K +437 +25%
NPT
1944
Nixon Peabody Trust
Massachusetts
$232K +$227K +2,216 New
HA
1945
Hays Advisory
Tennessee
$231K -$14.6K -143 -6%
DC
1946
Derby & Company
Massachusetts
$231K +$15.3K +150 +7%
AWM
1947
Aries Wealth Management
Maine
$230K – – –
CA
1948
Capital Advantage
California
$230K – – –
TIM
1949
Tortoise Investment Management
New York
$230K – – –
SFS
1950
Summit Financial Strategies
Ohio
$229K -$1.23K -12 -0.5%
76 77
78
79 80