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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1251
Palisades Hudson Asset Management
Florida
$391K – – –
VIA
1252
Vantage Investment Advisors
Pennsylvania
$389K +$196K +1,779 +108%
CCA
1253
Cobblestone Capital Advisors
New York
$388K -$27.6K -250 -7%
CCC
1254
Chelsea Counsel Company
California
$384K +$373K +3,378 New
PMFA
1255
Plante Moran Financial Advisors
Michigan
$383K +$36.6K +332 +11%
FIG
1256
FundX Investment Group
California
$378K – – –
SGK
1257
Steigerwald Gordon & Koch
Virginia
$376K – – –
WSTAM
1258
Wilbanks Smith & Thomas Asset Management
Virginia
$375K -$7.83K -71 -2%
AIM
1259
Acuity Investment Management
Ontario, Canada
$375K – – –
IWMPD
1260
Integrated Wealth Management (Palm Desert)
California
$374K +$363K +3,293 New
CCM
1261
Compass Capital Management
Minnesota
$367K -$22.3K -202 -6%
EA
1262
Emerald Advisers
Pennsylvania
$366K -$29.1K -264 -7%
AA
1263
Ancora Advisors
Ohio
$363K -$352K -3,193 Closed
CHAM
1264
Clear Harbor Asset Management
Connecticut
$363K – – –
RWA
1265
River Wealth Advisors
Pennsylvania
$363K +$352K +3,193 New
EWA
1266
EP Wealth Advisors
California
$362K +$59.8K +542 +20%
QCMC
1267
Quantum Capital Management (California)
California
$362K -$44.1K -400 -11%
WCM
1268
Windward Capital Management
California
$362K +$39K +354 +12%
ECAM
1269
East Coast Asset Management
Massachusetts
$361K +$22.3K +202 +7%
MCMT
1270
Moon Capital Management (Tennessee)
Tennessee
$359K -$662 -6 -0.2%
TNAM
1271
Terra Nova Asset Management
New York
$357K +$347K +3,145 New
HT
1272
HighTower Trust
Texas
$356K – – –
UBWV
1273
United Bank (West Virginia)
West Virginia
$356K – – –
AI
1274
Accredited Investors
Minnesota
$356K +$13K +118 +4%
AIM
1275
Assured Investment Management
New York
$355K +$344K +3,121 New
49 50
51
52 53