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Name Holding Trade Value Shares
Change 		Change in
Stake
CPR
1526
CSU Producer Resources
Ohio
$959K +$917K +5,000 New
UM
1527
Ulysses Management
New York
$959K +$917K +5,000 New
GD
1528
Grandfield & Dodd
New York
$957K +$7.52K +41 +0.8%
GW
1529
GW & Wade
Massachusetts
$954K -$12.8K -70 -1%
WAP
1530
Wealthcare Advisory Partners
Pennsylvania
$954K -$6.24K -34 -0.7%
FPFS
1531
First Personal Financial Services
North Carolina
$951K +$12.8K +70 +1%
GFS
1532
GYL Financial Synergies
Connecticut
$949K -$45.5K -248 -5%
FNFDCM
1533
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$946K – – –
MWM
1534
Mascoma Wealth Management
New Hampshire
$942K +$590K +3,219 +190%
HCM
1535
HGI Capital Management
New York
$940K -$2.13M -11,608 -70%
CQS
1536
Credential Qtrade Securities
$939K +$203K +1,109 +29%
MWM
1537
Modera Wealth Management
New Jersey
$936K +$43.7K +238 +5%
MIC
1538
Means Investment Company
Maine
$935K +$14.1K +77 +2%
ATPW
1539
Ashton Thomas Private Wealth
Arizona
$935K +$894K +4,872 New
VIA
1540
Vident Investment Advisory
Georgia
$932K -$654K -3,564 -42%
ACM
1541
AlphaCrest Capital Management
New York
$932K +$212K +1,158 +31%
GAM
1542
Grandview Asset Management
Pennsylvania
$930K -$60K -327 -6%
TIM
1543
Tortoise Investment Management
New York
$929K – – –
KCPG
1544
Kavar Capital Partners Group
Kansas
$928K +$3.48K +19 +0.4%
SMH
1545
Sanders Morris Harris
Texas
$925K – – –
WSTAM
1546
Wilbanks Smith & Thomas Asset Management
Virginia
$925K +$61.1K +333 +7%
FDCC
1547
Foster Dykema Cabot & Co
Massachusetts
$913K – – –
NERM
1548
New England Research & Management
Illinois
$911K -$78K -425 -8%
OFS
1549
Orrstown Financial Services
Pennsylvania
$909K +$54.7K +298 +7%
SCP
1550
Sandhill Capital Partners
New York
$909K +$82K +447 +10%
60 61
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63 64