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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1501
Mascoma Wealth Management
New Hampshire
$1.38M +$240K +4,727 +22%
KTM
1502
Keeler Thomas Management
Utah
$1.38M +$299K +5,900 +30%
AAM
1503
Aureus Asset Management
Massachusetts
$1.38M -$20.5K -405 -2%
PL
1504
Perpetual Ltd
Australia
$1.38M – – –
MC
1505
Martin & Co
Tennessee
$1.38M -$121K -2,380 -8%
JFL
1506
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.38M -$162K -3,198 -11%
HH
1507
Hilltop Holdings
Texas
$1.37M +$167K +3,292 +15%
NBG
1508
Nancy B. Gardiner
$1.37M -$9.64K -190 -0.7%
LCM
1509
Liberty Capital Management
Michigan
$1.37M – – –
BWP
1510
Bernardo Wealth Planning
Pennsylvania
$1.36M +$72.9K +1,437 +6%
SAM
1511
Strategy Asset Managers
California
$1.36M +$64.3K +1,268 +5%
AWA
1512
ARS Wealth Advisors
Florida
$1.36M +$8.67K +171 +0.7%
EIA
1513
Edgemoor Investment Advisors
Maryland
$1.36M +$280K +5,518 +28%
PWM
1514
Perigon Wealth Management
California
$1.36M -$167K -3,300 -12%
CIM
1515
CIM Investment Management
Pennsylvania
$1.36M – – –
JMFC
1516
J.M. Forbes & Co
Massachusetts
$1.35M – – –
EWM
1517
Endurance Wealth Management
Rhode Island
$1.35M +$27.1K +535 +2%
RCS
1518
Retirement Capital Strategies
California
$1.35M -$257K -5,075 -17%
PIMG
1519
Patriot Investment Management Group
Tennessee
$1.34M +$1.27M +25,042 New
NFG
1520
Next Financial Group
Texas
$1.34M -$994K -19,590 -44%
NFH
1521
NEXT Financial Holdings
Texas
$1.34M +$1.27M +24,950 New
CCA
1522
Cobblestone Capital Advisors
New York
$1.34M +$234K +4,620 +23%
BST
1523
Bath Savings Trust
Maine
$1.33M -$74.9K -1,476 -6%
HFA
1524
HC Financial Advisors
California
$1.33M +$1.26M +24,856 New
AFC
1525
AFT Forsyth & Company
Florida
$1.33M +$24.9K +490 +2%
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