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Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
1501
Rock Point Advisors
Vermont
$335K +$8.59K +190 +3%
CAS
1502
Cue Advisory Services
Arizona
$333K -$24.9K -550 -7%
PVWM
1503
Point View Wealth Management
New Jersey
$333K +$20.3K +449 +7%
SS
1504
Sunbelt Securities
Texas
$332K +$2.31K +51 +0.7%
SAS
1505
Stelac Advisory Services
New York
$332K +$29.5K +652 +10%
NIC
1506
Northwest Investment Counselors
Oregon
$330K -$253K -5,593 -43%
RP
1507
Riverbridge Partners
Minnesota
$330K +$45 +1 +0%
FCT
1508
Family Capital Trust
Massachusetts
$329K – – –
SAM
1509
Strategy Asset Managers
California
$329K – – –
MIHAS
1510
Maj Invest Holding A/S
Denmark
$328K -$30.3K -670 -8%
CLM
1511
ClearBridge LLC (Maryland)
Maryland
$327K – – –
LBC
1512
Lawrence B. Cohen
$326K -$233K -5,150 -42%
TA
1513
Tiedemann Advisors
New York
$326K -$36.2K -800 -10%
I2I
1514
Insight 2811 Inc
Illinois
$326K – – –
MIP
1515
Marietta Investment Partners
Wisconsin
$326K – – –
MFT
1516
Moisand Fitzgerald Tamayo
Florida
$324K +$52.7K +1,167 +20%
GWI
1517
Grace & White Inc
New York
$320K – – –
RDM
1518
Retirement Design & Management
Connecticut
$320K – – –
BPB
1519
Badgley, Phelps & Bell
Washington
$320K +$319K +7,069 New
MC
1520
Mathes Company
New York
$318K – – –
TSWM
1521
Triangle Securities Wealth Management
North Carolina
$318K – – –
CFS
1522
Commonwealth Financial Services
West Virginia
$318K +$45.6K +1,009 +17%
CIP
1523
Convergence Investment Partners
Florida
$317K -$939K -20,782 -75%
GIP
1524
Granite Investment Partners
California
$317K -$4.52K -100 -1%
TCMG
1525
TSP Capital Management Group
New Jersey
$314K -$22.6K -500 -7%
59 60
61
62 63