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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1476
Modera Wealth Management
New Jersey
$273K +$1.42K +34 +0.5%
LA
1477
LVW Advisors
New York
$271K -$4.89K -117 -2%
CIP
1478
Convergence Investment Partners
Florida
$271K -$3.51K -84 -1%
TIM
1479
Tortoise Investment Management
New York
$269K +$106K +2,540 +62%
MC
1480
Mathes Company
New York
$268K – – –
TSWM
1481
Triangle Securities Wealth Management
North Carolina
$268K +$52.7K +1,259 +23%
EWM
1482
Empirical Wealth Management
Washington
$267K – – –
DJSG
1483
D.J. St. Germain
Massachusetts
$267K +$16.7K +400 +6%
QAM
1484
QCI Asset Management
New York
$265K -$77.3K -1,849 -22%
SIA
1485
Starfire Investment Advisers
Michigan
$264K +$273K +6,521 New
SIC
1486
Shoker Investment Counsel
Ohio
$264K -$16K -382 -6%
RIG
1487
Renaissance Investment Group
Massachusetts
$261K -$42K -1,005 -14%
CCM
1488
Carlson Capital Management
Minnesota
$261K -$12.5K -300 -4%
BC
1489
Barnett & Company
Tennessee
$260K – – –
CFMC
1490
Curbstone Financial Management Corp
New Hampshire
$259K +$8.37K +200 +3%
WCF
1491
West Coast Financial
California
$257K +$265K +6,344 New
FAG
1492
Financial Advisory Group
Texas
$255K -$1.25K -30 -0.5%
ACH
1493
ArrowMark Colorado Holdings
Colorado
$255K – – –
DBT
1494
Dubuque Bank & Trust
Iowa
$253K -$4.81K -115 -2%
ACM
1495
Alta Capital Management
Utah
$251K +$15.6K +373 +6%
GIM
1496
Greystone Investment Management
Ohio
$250K – – –
HIC
1497
Holderness Investments Company
North Carolina
$249K – – –
CYG
1498
Clean Yield Group
Vermont
$249K +$257K +6,142 New
AF
1499
Affiance Financial
Minnesota
$244K -$387K -9,250 -61%
ZIM
1500
Zacks Investment Management
Illinois
$244K -$12.3K -295 -5%
58 59
60
61 62