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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1351
Cobiz Wealth
Colorado
$538K -$12K -414 -2%
CHP
1352
Cable Hill Partners
Oregon
$536K -$2.23K -77 -0.4%
JFL
1353
Jarislowsky, Fraser Ltd
Quebec, Canada
$535K -$57.8K -2,000 -10%
CASB
1354
Cape Ann Savings Bank
Massachusetts
$535K – – –
WRM
1355
Westport Resources Management
Connecticut
$535K +$54.1K +1,870 +12%
JCM
1356
Janney Capital Management
Pennsylvania
$533K -$24.6M -849,021 -98%
EAM
1357
Evanson Asset Management
California
$533K -$4.34K -150 -0.8%
BA
1358
BKS Advisors
Michigan
$533K +$8.76K +303 +2%
SL
1359
Summitry LLC
California
$531K +$52.8K +1,825 +12%
CFA
1360
Cahill Financial Advisors
Minnesota
$529K +$36.1K +1,250 +8%
AW
1361
ACG Wealth
Georgia
$529K +$110K +3,799 +28%
GD
1362
Grandfield & Dodd
New York
$526K -$11.6K -400 -2%
RWA
1363
River Wealth Advisors
Pennsylvania
$523K -$2.57K -89 -0.5%
HAG
1364
HighPoint Advisor Group
Illinois
$521K +$115K +3,980 +30%
AIM
1365
Advantage Investment Management
Iowa
$518K +$197K +6,812 +66%
BEAM
1366
Baker Ellis Asset Management
Washington
$517K +$28.9K +1,001 +6%
KIG
1367
Kovitz Investment Group
Illinois
$512K -$78.9K -2,727 -14%
ITIM
1368
Indiana Trust & Investment Management
Indiana
$512K -$18.9K -655 -4%
GAG
1369
GM Advisory Group
New York
$509K -$521 -18 -0.1%
WHG
1370
Westwood Holdings Group
Texas
$506K -$2.48M -85,920 -84%
BAAM
1371
Baker Avenue Asset Management
California
$505K +$5.78K +200 +1%
CPA
1372
Capital Planning Advisors
California
$504K -$84.4K -2,920 -15%
GHAM
1373
Gilman Hill Asset Management
Connecticut
$504K -$7.81K -270 -2%
ECM
1374
Evergreen Capital Management
Washington
$503K +$157K +5,430 +48%
TA
1375
Tiedemann Advisors
New York
$502K +$482K +16,668 New
53 54
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56 57