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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Cabot Wealth Management
Massachusetts
$224K – – –
CHA
1652
Cedar Hill Associates
Illinois
$224K – – –
EWM
1653
Evermay Wealth Management
Virginia
$224K – – –
WPP
1654
Whalerock Point Partners
Rhode Island
$222K – – –
SCA
1655
Stillwater Capital Advisors
Pennsylvania
$222K +$133 +3 +0.1%
MAS
1656
Managed Account Services
Florida
$222K +$8.75K +198 +4%
CCA
1657
Conservest Capital Advisors
Pennsylvania
$221K -$71.8K -1,626 -25%
SICM
1658
Sustainable Insight Capital Management
New York
$220K -$566K -12,800 -72%
ANB
1659
Amarillo National Bank
Texas
$220K -$15.5K -350 -7%
SCG
1660
Sonata Capital Group
Washington
$220K -$15.3K -347 -7%
PCP
1661
Proficio Capital Partners
Massachusetts
$220K +$20K +452 +10%
HCM
1662
Highbridge Capital Management
New York
$220K +$216K +4,895 New
WDL
1663
Well Done LLC
Michigan
$218K – – –
MCWS
1664
McKinley Carter Wealth Services
West Virginia
$218K +$215K +4,864 New
WPA
1665
Winning Points Advisors
Florida
$218K +$215K +4,872 New
VWM
1666
Venturi Wealth Management
Texas
$217K -$11.2K -253 -5%
LJHT
1667
Laurie J. Hall Trustee
$217K -$77.3K -1,750 -27%
MC
1668
Mathes Company
New York
$216K -$56.3K -1,275 -21%
KL
1669
Kinsight LLC
Alabama
$216K -$35K -793 -14%
SAM
1670
Security Asset Management
New York
$216K -$25.3K -573 -11%
WIP
1671
Wellesley Investment Partners
Massachusetts
$216K +$213K +4,827 New
SA
1672
SRH Advisors
Kansas
$215K – – –
BOS
1673
Bingham Osborn & Scarborough
California
$215K +$212K +4,798 New
AAS
1674
Annex Advisory Services
Wisconsin
$214K -$486 -11 -0.2%
TDC
1675
Thompson Davis & Co
Virginia
$213K -$12K -271 -5%
65 66
67
68 69