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Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1601
Pictet North America Advisors
Switzerland
$695K +$706K +5,738 New
EWA
1602
EP Wealth Advisors
California
$691K +$25.5K +207 +4%
LFA
1603
Landmark Financial Advisors
Kentucky
$687K +$689K +5,605 New
SRC
1604
Stone Run Capital
New York
$679K – – –
MA
1605
MCF Advisors
Kentucky
$676K -$38.7K -315 -5%
KPCM
1606
Kings Point Capital Management
New York
$671K +$109K +885 +19%
SFM
1607
Signature Financial Management
Virginia
$667K -$164K -1,336 -20%
TCM
1608
Tanaka Capital Management
New York
$666K +$676K +5,498 New
IFS
1609
Ifrah Financial Services
Arkansas
$664K – – –
ECM
1610
EagleClaw Capital Management
Massachusetts
$662K – – –
ADBIC
1611
A.D. Beadell Investment Counsel
Wisconsin
$660K +$89.9K +731 +15%
TIA
1612
Tiemann Investment Advisors
California
$659K -$14.6K -119 -2%
NAM
1613
Nichols Asset Management
Massachusetts
$658K – – –
CNAM
1614
Campbell Newman Asset Management
Wisconsin
$656K – – –
JDR
1615
Jay D. Rosenbaum
$651K +$661K +5,373 New
IT
1616
Investors Trust
Texas
$649K -$443K -3,601 -40%
PIA
1617
Peachtree Investment Advisors
Georgia
$649K -$117K -948 -15%
SCP
1618
Seizert Capital Partners
Michigan
$648K – – –
LCOV
1619
London Company of Virginia
Virginia
$647K -$9.71K -79 -1%
NCM
1620
Novare Capital Management
North Carolina
$646K +$3.57K +29 +0.5%
AWA
1621
ARS Wealth Advisors
Florida
$644K +$203K +1,654 +45%
GWI
1622
Grace & White Inc
New York
$642K – – –
CWM
1623
Cabot Wealth Management
Massachusetts
$641K +$123 +1 +0%
DIP
1624
DT Investment Partners
Pennsylvania
$640K -$397K -3,231 -38%
HHGA
1625
Halbert Hargrove Global Advisors
California
$639K -$102K -827 -14%
63 64
65
66 67