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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1651
Seizert Capital Partners
Michigan
$800K -$77.8K -533 -9%
VFP
1652
Verus Financial Partners
Virginia
$800K +$11.7K +80 +2%
JDR
1653
Jay D. Rosenbaum
$800K +$25.1K +172 +3%
GWI
1654
Grace & White Inc
New York
$794K – – –
AFWA
1655
Ancora Family Wealth Advisors
Ohio
$792K +$55K +377 +8%
CAW
1656
Cornerstone Advisors (Washington)
Washington
$791K -$21.9K -150 -3%
IWC
1657
Integrated Wealth Counsel
California
$788K – – –
SIG
1658
Schooner Investment Group
Pennsylvania
$787K – – –
HMS
1659
Hanseatic Management Services
New Mexico
$783K -$925K -6,343 -55%
RCS
1660
Retirement Capital Strategies
California
$783K +$6.27K +43 +0.8%
TW
1661
Transform Wealth
Colorado
$781K +$756K +5,179 New
AAM
1662
Autus Asset Management
Arizona
$775K -$89.6K -614 -11%
WIP
1663
Wellesley Investment Partners
Massachusetts
$768K -$92.8K -636 -11%
SAMT
1664
Select Asset Management & Trust
Pennsylvania
$765K -$614K -4,210 -45%
CBT
1665
Central Bank & Trust
Kentucky
$765K -$34.9K -239 -4%
IFS
1666
Ifrah Financial Services
Arkansas
$765K -$12.1K -83 -2%
PHAM
1667
Palisades Hudson Asset Management
Florida
$764K -$14.3K -98 -2%
GS
1668
Gagnon Securities
New York
$764K +$44.2K +303 +6%
FFA
1669
Fragasso Financial Advisors
Pennsylvania
$760K -$2.92K -20 -0.4%
NFGCM
1670
Norman Fields Gottscho Capital Management
New York
$757K -$46.8K -321 -6%
FPCP
1671
Fort Point Capital Partners
California
$755K +$375K +2,573 +106%
CFA
1672
Cahill Financial Advisors
Minnesota
$754K -$7.29K -50 -1%
WRM
1673
Weybosset Research & Management
Rhode Island
$753K +$236K +1,619 +48%
VWM
1674
Vector Wealth Management
Minnesota
$750K -$8.9K -61 -1%
LFA
1675
Landmark Financial Advisors
Kentucky
$749K -$29.8K -204 -4%
65 66
67
68 69