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Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
1526
Arbor Trust Wealth Advisors
Michigan
$744K +$722K +13,434 New
DMK
1527
David M. Knott
$742K – – –
WIC
1528
Whitegate Investment Counselors
New Hampshire
$741K -$21.5K -400 -3%
WFM
1529
Wolff Financial Management
Michigan
$737K +$18.5K +345 +3%
SIAP
1530
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$735K -$20.7K -385 -3%
CPC
1531
Congress Park Capital
New York
$735K – – –
BCB
1532
Brian C. Broderick
$734K -$315K -5,850 -31%
IFWM
1533
Institute for Wealth Management
Colorado
$733K +$23K +427 +3%
ACM
1534
Armbruster Capital Management
New York
$731K – – –
FSC
1535
Full Sail Capital
Oklahoma
$729K +$31K +577 +5%
PAM
1536
Premier Asset Management
Illinois
$728K -$194K -3,610 -22%
GCM
1537
Grisanti Capital Management
New York
$727K – – –
HAIM
1538
Hunter Associates Investment Management
Pennsylvania
$725K +$160K +2,970 +29%
PFGIA
1539
Patriot Financial Group Insurance Agency
Massachusetts
$724K -$30.4K -565 -4%
EA
1540
Elm Advisors
California
$724K – – –
MSR
1541
Main Street Research
Connecticut
$722K +$253K +4,714 +57%
1WA
1542
180 Wealth Advisors
Washington
$720K -$24.6K -457 -3%
CST
1543
Charles Schwab Trust
Nevada
$720K +$465K +8,641 +198%
PCAP
1544
Pratt Collard Advisory Partners
New York
$715K -$16.1K -300 -2%
CIM
1545
CIM Investment Management
Pennsylvania
$714K +$48.7K +906 +8%
AA
1546
Alesco Advisors
New York
$714K +$693K +12,895 New
PP
1547
PagnatoKarp Partners
Virginia
$713K -$6.56K -122 -0.9%
WA
1548
Wambolt & Associates
Colorado
$709K +$156K +2,905 +29%
EWM
1549
Empirical Wealth Management
Washington
$708K +$92.4K +1,718 +16%
LSAG
1550
Lake Street Advisors Group
New Hampshire
$706K +$40.5K +754 +6%
60 61
62
63 64