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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
1751
Steel Grove Capital Advisors
Tennessee
$591K -$258K -1,815 -32%
DOA
1752
D'Orazio & Associates
Virginia
$589K +$37.5K +264 +7%
FAG
1753
Financial Advisory Group
Texas
$588K +$199K +1,402 +55%
TC
1754
Telemus Capital
Michigan
$586K +$7.53K +53 +1%
CCM
1755
Carlson Capital Management
Minnesota
$586K +$20.2K +142 +4%
BFPW
1756
BOK Financial Private Wealth
Colorado
$585K – – –
ACM
1757
Alta Capital Management
Utah
$585K +$191K +1,345 +52%
SIAS
1758
Shine Investment Advisory Services
Colorado
$580K -$110K -772 -17%
KP
1759
Keel Point
Alabama
$580K +$5.11K +36 +0.9%
PWMAG
1760
Pinnacle Wealth Management Advisory Group
New Jersey
$576K -$5.96K -42 -1%
AA
1761
AlphaMark Advisors
Kentucky
$575K +$19.2K +135 +4%
TAM
1762
Trillium Asset Management
Massachusetts
$572K +$3.13K +22 +0.6%
AOWM
1763
Alpha Omega Wealth Management
Virginia
$571K +$543K +3,822 New
VCM
1764
Violich Capital Management
California
$569K -$5.54K -39 -1%
PBO
1765
Peoples Bank (Ohio)
Ohio
$567K +$539K +3,797 New
LI
1766
Lafayette Investments
Maryland
$565K -$10.4K -73 -2%
RMC
1767
Regis Management Company
California
$564K +$537K +3,779 New
AIA
1768
AIMZ Investment Advisors
California
$561K -$3.83K -27 -0.7%
TCB
1769
Texas Capital Bancshares
Texas
$560K -$104K -735 -16%
AWA
1770
AmeriServ Wealth Advisors
Pennsylvania
$557K +$34.9K +246 +7%
DWM
1771
Dakota Wealth Management
Florida
$556K – – –
RCS
1772
Retirement Capital Strategies
California
$555K +$142 +1 +0%
MIP
1773
Marietta Investment Partners
Wisconsin
$555K +$178K +1,252 +51%
FAM
1774
Fenimore Asset Management
New York
$554K -$11.8K -83 -2%
MAM
1775
Mastrapasqua Asset Management
Tennessee
$548K -$21.7K -153 -4%
69 70
71
72 73