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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Concentric Wealth Management
California
$3.27M -$61.8K -203 -2%
RWA
1302
River Wealth Advisors
Pennsylvania
$3.27M +$92.9K +305 +3%
SW
1303
SlateStone Wealth
Florida
$3.26M -$1.07M -3,527 -25%
H
1304
HoyleCohen
California
$3.25M +$475K +1,560 +18%
WAG
1305
Winthrop Advisory Group
Massachusetts
$3.24M -$21.3K -70 -0.7%
DRD
1306
Dennis R. Delaney
$3.24M -$40.2K -132 -1%
CUAMC
1307
China Universal Asset Management Company
China
$3.24M -$717K -2,355 -19%
PI
1308
Pettee Investors
Connecticut
$3.23M – – –
PAM
1309
Paradigm Asset Management
New York
$3.22M +$2.1M +6,900 +210%
AB
1310
Atlas Brown
Kentucky
$3.22M +$26.8K +88 +0.9%
PFA
1311
Pure Financial Advisors
California
$3.21M -$224K -735 -7%
LOAME
1312
Lombard Odier Asset Management (Europe)
United Kingdom
$3.21M +$3.09M +10,158 New
AGP
1313
Autumn Glory Partners
Texas
$3.21M +$437K +1,436 +16%
CCWA
1314
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.21M +$3.09M +10,149 New
CPO
1315
Cerity Partners OCIO
New York
$3.2M +$16.1K +53 +0.5%
WWA
1316
WC Walker & Associates
California
$3.2M +$47.5K +156 +1%
LCS
1317
Levin Capital Strategies
New York
$3.2M – – –
FSA
1318
Franklin Street Advisors
North Carolina
$3.19M -$732K -2,402 -19%
FFN
1319
Focus Financial Network
Minnesota
$3.18M -$18K -59 -0.6%
LSAG
1320
Lake Street Advisors Group
New Hampshire
$3.17M +$3.06M +10,043 New
WSCM
1321
Wellington Shields Capital Management
New York
$3.17M – – –
MHS
1322
M Holdings Securities
Oregon
$3.16M +$10.1K +33 +0.3%
EAM
1323
EULAV Asset Management
Florida
$3.16M – – –
CS
1324
Capital Square
Tennessee
$3.15M +$1.22K +4 +0%
SF
1325
Summit Financial
New Jersey
$3.14M -$220K -721 -7%
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