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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
826
Graham Capital Management
Connecticut
$555K +$581K +9,743 New
FHA
827
First Horizon Advisors
Tennessee
$553K -$282K -4,722 -33%
CWM
828
Congress Wealth Management
Massachusetts
$552K -$76.3K -1,279 -12%
ACI
829
Alpha Cubed Investments
California
$552K +$578K +9,680 New
TCOV
830
Trust Company of Vermont
Vermont
$551K -$87.1K -1,460 -13%
W
831
Wealthquest
Ohio
$549K – – –
WEG
832
World Equity Group
Illinois
$547K +$572K +9,587 New
QIM
833
Quest Investment Management
Oregon
$542K – – –
SS
834
Simplicity Solutions
Minnesota
$541K -$542K -9,090 -49%
PFM
835
Parsec Financial Management
North Carolina
$541K +$58.4K +979 +12%
CA
836
CoreCap Advisors
Michigan
$538K -$65K -1,089 -10%
BFA
837
Buttonwood Financial Advisors
Maryland
$537K +$9.13K +153 +2%
AL
838
Aspiriant LLC
California
$537K +$182K +3,051 +48%
FG
839
Fiduciary Group
Georgia
$531K -$11.5K -192 -2%
NP
840
NorthRock Partners
Minnesota
$530K -$53.8K -902 -9%
III
841
Independent Investors Inc
New York
$530K – – –
HCM
842
Hillman Capital Management
Maryland
$530K +$81.7K +1,370 +17%
TF
843
TimeScale Financial
Massachusetts
$529K -$56.1K -940 -9%
MGIA
844
Moneta Group Investment Advisors
Missouri
$527K +$84.2K +1,412 +18%
BFM
845
Boothbay Fund Management
New York
$524K +$549K +9,200 New
AMCA
846
Arthur M. Cohen & Associates
Illinois
$523K -$326K -5,456 -36%
LBC
847
Lowe Brockenbrough & Co
Virginia
$521K -$19.8K -332 -4%
BBA
848
BLB&B Advisors
Pennsylvania
$517K -$145K -2,430 -21%
ECM
849
Evergreen Capital Management
Washington
$517K +$34.6K +580 +7%
CC
850
Cannell & Co
New York
$516K -$1.44M -24,197 -73%
32 33
34
35 36