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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1176
Highlander Capital Management
New Jersey
$1.04M – – –
HIC
1177
Holderness Investments Company
North Carolina
$1.04M +$14.3K +310 +1%
MSR
1178
Main Street Research
Connecticut
$1.04M -$158K -3,445 -13%
SWK
1179
Stephen W. Kidder
$1.04M -$87.3K -1,900 -8%
FIG
1180
FundX Investment Group
California
$1.04M – – –
CPO
1181
Cerity Partners OCIO
New York
$1.03M -$37.2K -809 -3%
MC
1182
Montag & Caldwell
Georgia
$1.03M +$9.19K +200 +0.9%
WTB
1183
Washington Trust Bank
Washington
$1.03M +$6.57K +143 +0.6%
CAG
1184
Crestwood Advisors Group
Massachusetts
$1.03M +$273K +5,944 +36%
JIC
1185
Joel Isaacson & Co
New York
$1.02M -$11.3K -246 -1%
SFM
1186
Signature Financial Management
Virginia
$1.02M -$249K -5,426 -20%
ANBT
1187
American National Bank & Trust
Texas
$1.02M -$85K -1,849 -8%
ACM
1188
Ashford Capital Management
Delaware
$1.01M – – –
BCB
1189
Brian C. Broderick
$1.01M -$536K -11,650 -35%
FC
1190
Ferris Capital
Massachusetts
$1.01M +$543K +11,823 +115%
IFWM
1191
Institute for Wealth Management
Colorado
$1.01M -$1.04M -22,546 -51%
HCM
1192
Hall Capital Management
Rhode Island
$1.01M -$9.19K -200 -0.9%
MAM
1193
Morse Asset Management
Connecticut
$1.01M +$23K +500 +2%
PIM
1194
Provident Investment Management
Michigan
$1.01M +$91.9K +2,000 +10%
ATC
1195
Adirondack Trust Company
New York
$1M -$57.7K -1,255 -5%
JSL
1196
JT Stratford LLC
Georgia
$1M -$1.58M -34,392 -61%
NGA
1197
Naples Global Advisors
Florida
$999K +$63.9K +1,391 +7%
LJAC
1198
L.J. Altfest & Co
New York
$994K -$25.1K -546 -2%
WAM
1199
Weatherly Asset Management
California
$992K -$4.78K -104 -0.5%
SFSG
1200
Stearns Financial Services Group
North Carolina
$987K -$63.3K -1,378 -6%
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