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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1451
Aureus Asset Management
Massachusetts
$133K -$86K -1,906 -34%
BFC
1452
Bedel Financial Consulting
Indiana
$133K -$65.9K -1,459 -29%
MPM
1453
Meritage Portfolio Management
Kansas
$133K -$46K -1,019 -22%
MBT
1454
Montecito Bank & Trust
California
$132K -$43.4K -962 -21%
EIP
1455
Ellis Investment Partners
Pennsylvania
$132K +$171K +3,786 New
PMFA
1456
Plante Moran Financial Advisors
Michigan
$131K -$47.1K -1,044 -22%
EWA
1457
EP Wealth Advisors
California
$131K -$33K -731 -17%
CAM
1458
Claret Asset Management
Quebec, Canada
$131K -$90 -2 -0.1%
CCT
1459
Capital City Trust
Florida
$131K – – –
CIP
1460
Convergence Investment Partners
Florida
$130K -$28K -621 -15%
HCM
1461
Harvest Capital Management
New Hampshire
$129K -$88.5K -1,960 -36%
UF
1462
Univest Financial
Pennsylvania
$129K -$28.8K -639 -15%
B
1463
Bridgeworth
Alabama
$129K -$26.8K -594 -12%
BA
1464
Birinyi Associates
Connecticut
$129K – – –
FCH
1465
Freestone Capital Holdings
Washington
$129K +$160K +3,547 New
WGA
1466
Weather Gauge Advisory
Virginia
$129K +$161K +3,560 New
PCMC
1467
Private Capital Management (Colorado)
Colorado
$129K +$161K +3,565 New
SSWM
1468
Smith Salley Wealth Management
North Carolina
$128K -$123K -2,735 -44%
CIP
1469
Capital Insight Partners
Arizona
$128K -$42.8K -948 -21%
HC
1470
HNP Capital
New York
$128K +$159K +3,525 New
HFA
1471
Hoover Financial Advisors
Pennsylvania
$128K +$159K +3,530 New
EM
1472
Excalibur Management
Massachusetts
$127K -$102K -2,258 -39%
PM
1473
Penbrook Management
New York
$126K -$2.8K -62 -2%
LK
1474
Lumbard & Kellner
New Hampshire
$126K – – –
LFA
1475
Landmark Financial Advisors
Kentucky
$126K +$16K +354 +11%
57 58
59
60 61