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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Concentric Wealth Management
California
$3.78M +$78K +252 +2%
LMKC
1302
L.M. Kohn & Company
Ohio
$3.78M +$547K +1,767 +19%
PH
1303
Pinnacle Holdings
Oklahoma
$3.78M -$27.6K -89 -0.8%
HHAA
1304
Henry H. Armstrong Associates
Pennsylvania
$3.78M +$9.29K +30 +0.3%
AB
1305
Atlas Brown
Kentucky
$3.78M +$14.2K +46 +0.4%
WKWM
1306
Walter & Keenan Wealth Management
Indiana
$3.76M +$2.48K +8 +0.1%
CPA
1307
Capital Planning Advisors
California
$3.76M +$5.57K +18 +0.2%
ACM
1308
Aljian Capital Management
Nevada
$3.76M +$18K +58 +0.5%
CUAMC
1309
China Universal Asset Management Company
China
$3.74M -$225K -726 -6%
GDP
1310
Great Diamond Partners
Maine
$3.73M +$13.6K +44 +0.4%
CAC
1311
Certified Advisory Corp
Florida
$3.73M -$240K -775 -7%
FFA
1312
First Foundation Advisors
California
$3.72M -$642K -2,074 -16%
KWM
1313
Keebeck Wealth Management
Illinois
$3.72M -$23.8K -77 -0.7%
QI
1314
QV Investors
Alberta, Canada
$3.72M -$83.6K -270 -2%
KCG
1315
Kinsale Capital Group
Virginia
$3.71M +$980K +3,163 +42%
FNT
1316
First Nebraska Trust
Nebraska
$3.7M -$65K -210 -2%
CI
1317
Cigna Investments
Connecticut
$3.69M -$52.6K -170 -2%
P
1318
Pitcairn
Pennsylvania
$3.69M -$456K -1,473 -12%
LI
1319
LMCG Investments
Massachusetts
$3.67M -$43K -139 -1%
APWM
1320
Argonautica Private Wealth Management
Massachusetts
$3.67M -$14.9K -48 -0.5%
DCM
1321
Delta Capital Management
New Jersey
$3.65M – – –
CRIG
1322
Charter Research & Investment Group
Connecticut
$3.65M -$229K -740 -7%
OCAM
1323
Onex Canada Asset Management
Ontario, Canada
$3.64M -$1.05M -3,381 -24%
FP
1324
Factorial Partners
New York
$3.64M -$186K -600 -5%
WAG
1325
Winthrop Advisory Group
Massachusetts
$3.63M +$78K +252 +2%
51 52
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