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Name Holding Trade Value Shares
Change 		Change in
Stake
GVT
1551
Genesee Valley Trust
New York
$936K -$895 -6 -0.1%
RPA
1552
Rock Point Advisors
Vermont
$931K +$35.5K +238 +4%
WA
1553
Wealth Architects
California
$928K -$9.25K -62 -0.9%
CG
1554
Colony Group
Massachusetts
$928K +$243K +1,628 +33%
BDF
1555
Balasa Dinverno & Foltz
$926K +$53K +355 +6%
JWM
1556
Jacobus Wealth Management
Wisconsin
$922K +$93.4K +626 +11%
HCM
1557
Hutchinson Capital Management
California
$916K -$21.8K -146 -2%
MSU
1558
Mizuho Securities USA
New York
$913K +$959K +6,430 New
BWA
1559
Burt Wealth Advisors
Maryland
$911K -$5.67K -38 -0.6%
HCC
1560
Hirtle Callaghan & Co
Pennsylvania
$903K – – –
MWP
1561
Moller Wealth Partners
$897K – – –
ERIM
1562
Eagle Ridge Investment Management
Connecticut
$896K -$73.4K -492 -7%
IWC
1563
Integrated Wealth Counsel
California
$894K +$160K +1,072 +21%
ABTD
1564
Arvest Bank Trust Division
Oklahoma
$891K -$125K -841 -12%
WCM
1565
Windsor Capital Management
Arizona
$891K +$545K +3,651 +139%
GC
1566
Grace Capital
Massachusetts
$889K +$934K +6,260 New
SGA
1567
Strategic Global Advisors
California
$888K – – –
NC
1568
NewSquare Capital
Pennsylvania
$882K +$149 +1 +0%
MI
1569
Montage Investments
Kansas
$881K -$214K -1,435 -19%
FM
1570
Foster & Motley
Ohio
$880K +$62.4K +418 +7%
LRPA
1571
L. Roy Papp & Associates
Arizona
$873K – – –
SGK
1572
Steigerwald Gordon & Koch
Virginia
$870K +$12.5K +84 +1%
RA
1573
Rational Advisors
New York
$868K +$498K +3,340 +120%
QAM
1574
Quantres Asset Management
Cayman Islands
$868K +$912K +6,114 New
LSA
1575
L & S Advisors
California
$866K +$56.5K +379 +7%
61 62
63
64 65