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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1551
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$454K +$50.9K +1,463 +13%
FIB
1552
First Interstate Bank
Montana
$454K +$94.3K +2,711 +28%
CPA
1553
Capital Planning Advisors
California
$453K +$435K +12,491 New
RHBC
1554
R.H. Bluestein & Co
Michigan
$451K -$1.45M -41,560 -77%
EWA
1555
EP Wealth Advisors
California
$451K +$16.4K +471 +4%
CCA
1556
Conestoga Capital Advisors
Pennsylvania
$448K – – –
HAG
1557
HighPoint Advisor Group
Illinois
$448K +$457K +13,124 New
GVT
1558
Genesee Valley Trust
New York
$447K -$19.8K -570 -4%
CCG
1559
Chatham Capital Group
Georgia
$447K – – –
KAH
1560
Kathryn A. Hall
$445K +$427K +12,260 New
CAI
1561
Capital Advisors Inc
Oklahoma
$438K +$12.9K +372 +3%
OAM
1562
Occidental Asset Management
California
$438K -$47K -1,350 -10%
AIA
1563
AIMZ Investment Advisors
California
$438K +$420K +12,079 New
KA
1564
KLCM Advisors
Wisconsin
$438K +$420K +12,083 New
RMSCM
1565
R.M. Sincerbeaux Capital Management
New York
$435K – – –
SC
1566
Stratford Consulting
Texas
$430K +$1.43K +41 +0.3%
MWP
1567
MYCIO Wealth Partners
Pennsylvania
$430K +$14.4K +414 +4%
PHAM
1568
Palisades Hudson Asset Management
Florida
$429K – – –
AA
1569
Apriem Advisors
California
$429K +$68.6K +1,972 +20%
CCC
1570
Chelsea Counsel Company
California
$426K -$78.1K -2,244 -16%
BOS
1571
Bingham Osborn & Scarborough
California
$426K +$244 +7 +0.1%
FHC
1572
First Houston Capital
Texas
$425K -$45.2K -1,300 -10%
MCM
1573
Maple Capital Management
Vermont
$425K +$22.3K +642 +6%
GCA
1574
Gideon Capital Advisors
New York
$424K +$407K +11,696 New
FM
1575
Forward Management
California
$415K +$398K +11,450 New
61 62
63
64 65