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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1651
Cahill Financial Advisors
Minnesota
$594K +$368 +3 +0.1%
CI
1652
Cowen Inc
New York
$593K -$179K -1,460 -23%
CWM
1653
Cabot Wealth Management
Massachusetts
$592K +$245 +2 +0%
AWP
1654
Ascent Wealth Partners
New York
$589K +$36.3K +296 +6%
B
1655
Bailard
California
$586K -$123 -1 -0%
WWM
1656
Willingdon Wealth Management
North Carolina
$582K +$590K +4,817 New
PCMK
1657
Paragon Capital Management (Kansas)
Kansas
$581K +$157K +1,284 +36%
FNBOMD
1658
First National Bank of Mount Dora
Florida
$576K -$123K -1,001 -17%
EIM
1659
Essex Investment Management
Massachusetts
$574K – – –
GI
1660
Glovista Investments
New Jersey
$570K +$26.6K +217 +5%
ACS
1661
Archford Capital Strategies
Illinois
$570K +$72.3K +590 +14%
TT
1662
Tiedemann Trust
Delaware
$565K -$486K -3,964 -46%
SIAS
1663
Shine Investment Advisory Services
Colorado
$563K – – –
WRM
1664
Weybosset Research & Management
Rhode Island
$561K +$109K +888 +24%
GCAC
1665
Guardian Capital Advisors (Canada)
Ontario, Canada
$560K +$50K +408 +9%
SAM
1666
Solaris Asset Management
New York
$560K +$568K +4,632 New
BCM
1667
Bourgeon Capital Management
Connecticut
$554K +$2.08K +17 +0.4%
GIP
1668
Granite Investment Partners
California
$549K – – –
LWM
1669
Lenox Wealth Management
Ohio
$547K +$368 +3 +0.1%
BIAS
1670
Beacon Investment Advisory Services
New Jersey
$545K -$20.5K -167 -4%
ZCA
1671
Zeke Capital Advisors
Pennsylvania
$545K -$2.94K -24 -0.5%
MCA
1672
Mercer Capital Advisers
New Jersey
$543K -$2.45K -20 -0.4%
TCB
1673
Texas Capital Bancshares
Texas
$542K – – –
TB
1674
Terril Brothers
Missouri
$539K +$2.45K +20 +0.5%
HJA
1675
Hugh Johnson Advisors
New York
$536K +$2.21K +18 +0.4%
65 66
67
68 69