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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
1576
First National Bank Sioux Falls
South Dakota
$742K +$14.9K +125 +2%
MWM
1577
Modera Wealth Management
New Jersey
$742K +$28.3K +238 +4%
ACM
1578
Aviance Capital Management
Florida
$741K -$25.9M -217,659 -97%
NFG
1579
Nadler Financial Group
Illinois
$740K -$48.2K -405 -6%
GIA
1580
Granite Investment Advisors
New Hampshire
$739K -$130K -1,089 -15%
TT
1581
Tiedemann Trust
Delaware
$738K +$37K +311 +5%
SIM
1582
SSI Investment Management
California
$737K -$420K -3,528 -36%
BWA
1583
Burt Wealth Advisors
Maryland
$734K -$54K -454 -7%
BCM
1584
Bourgeon Capital Management
Connecticut
$731K +$145K +1,215 +25%
AF
1585
Allworth Financial
California
$727K -$58.4K -491 -7%
NEPPG
1586
New England Professional Planning Group
Rhode Island
$727K +$17.3K +145 +3%
FLPIM
1587
F.L. Putnam Investment Management
Massachusetts
$726K -$77.1K -648 -10%
UF
1588
Univest Financial
Pennsylvania
$725K -$13.2K -111 -2%
SIA
1589
Sit Investment Associates
Minnesota
$724K – – –
PTCG
1590
Pring Turner Capital Group
California
$723K -$17.4K -146 -2%
NAM
1591
Needelman Asset Management
California
$718K +$1.43K +12 +0.2%
EA
1592
Emerald Advisers
Pennsylvania
$714K +$75.6K +635 +13%
FC
1593
Fayerweather Charles
$713K +$171K +1,440 +32%
KA
1594
Klingman & Associates
New York
$712K -$129K -1,087 -15%
MCM
1595
Mork Capital Management
California
$710K – – –
CIS
1596
Connors Investor Services
Pennsylvania
$710K +$266K +2,233 +60%
BA
1597
Bennicas & Associates
California
$709K -$86.9K -730 -11%
SRSA
1598
S.R. Schill & Associates
Washington
$708K +$253K +2,128 +56%
CL
1599
CPWM LLC
Washington
$707K +$5.59K +47 +0.8%
RPA
1600
Rock Point Advisors
Vermont
$706K +$5.95K +50 +0.8%
62 63
64
65 66