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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1501
Gupta Wealth Management
California
$1.25M -$114K -808 -9%
IAS
1502
IMA Advisory Services
Colorado
$1.25M +$490K +3,472 +70%
HBT
1503
Hills Bank & Trust
Iowa
$1.24M +$12.6K +89 +1%
FA
1504
FCG Advisors
New Jersey
$1.23M -$55.9K -396 -5%
CCM
1505
Copeland Capital Management
Pennsylvania
$1.23M -$143K -1,014 -11%
FFA
1506
First Foundation Advisors
California
$1.23M -$22.6K -160 -2%
MCWS
1507
McKinley Carter Wealth Services
West Virginia
$1.23M +$70.9K +502 +7%
CP
1508
Coho Partners
Pennsylvania
$1.23M – – –
KC
1509
Kingfisher Capital
North Carolina
$1.23M +$1.55K +11 +0.1%
OC
1510
Oakworth Capital
Alabama
$1.22M +$4.66K +33 +0.4%
CG
1511
Colony Group
Massachusetts
$1.22M +$73.9K +523 +7%
MM
1512
Meridian Management
Arkansas
$1.22M – – –
HPBT
1513
High Point Bank & Trust
North Carolina
$1.22M – – –
IPC
1514
Independent Portfolio Consultants
Florida
$1.21M -$1.11M -7,842 -50%
GIM
1515
Goelzer Investment Management
Indiana
$1.21M -$29.8K -211 -3%
UF
1516
Univest Financial
Pennsylvania
$1.2M +$495K +3,506 +81%
BC
1517
Banced Corp
Illinois
$1.2M -$9.88K -70 -0.9%
SFM
1518
Signet Financial Management
New Jersey
$1.19M -$36.2K -256 -3%
SIG
1519
Stanford Investment Group
California
$1.19M +$24.7K +175 +2%
PCM
1520
Prelude Capital Management
New York
$1.18M +$1.1M +7,773 New
LCM
1521
Liberty Capital Management
Michigan
$1.18M +$254K +1,802 +30%
PIA
1522
Peachtree Investment Advisors
Georgia
$1.18M +$33.2K +235 +3%
CCG
1523
Chatham Capital Group
Georgia
$1.18M +$70.7K +501 +7%
CAL
1524
Capital Analysts LLC
Pennsylvania
$1.17M -$153K -1,086 -12%
SRSA
1525
S.R. Schill & Associates
Washington
$1.17M -$4.09K -29 -0.4%
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