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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1701
Clean Yield Group
Vermont
$341K +$84.7K +1,769 +33%
GI
1702
Glovista Investments
New Jersey
$340K -$55.5K -1,160 -14%
CAG
1703
Csenge Advisory Group
Florida
$339K -$5.36K -112 -2%
WOC
1704
West Oak Capital
California
$339K – – –
TFO
1705
Tarbox Family Office
California
$338K – – –
MMA
1706
Miracle Mile Advisors
California
$338K +$5.74K +120 +2%
SAM
1707
SignalPoint Asset Management
Missouri
$337K -$42.6K -891 -11%
FHC
1708
First Heartland Consultants
Missouri
$337K -$2.49K -52 -0.7%
IC
1709
Intersect Capital
California
$336K -$3.97K -83 -1%
PL
1710
Plancorp LLC
Missouri
$336K +$6.89K +144 +2%
BPCE
1711
Bank Pictet & Cie (Europe)
Germany
$334K -$287K -6,000 -46%
BA
1712
Bristlecone Advisors
Washington
$334K -$72.8K -1,520 -18%
WPC
1713
White Pine Capital
Minnesota
$334K – – –
VCAM
1714
Van Cleef Asset Management
Ohio
$333K -$35.9K -750 -10%
WA
1715
Wealth Architects
California
$333K -$9.14K -191 -3%
BKA
1716
Brick & Kyle Associates
Pennsylvania
$333K +$336K +7,026 New
IFS
1717
Ifrah Financial Services
Arkansas
$331K – – –
AW
1718
Alpha Windward
Massachusetts
$330K -$20.6K -430 -6%
KFA
1719
Kelleher Financial Advisors
New York
$330K – – –
BHTS
1720
Bar Harbor Trust Services
Maine
$327K – – –
EF
1721
Empirical Finance
Pennsylvania
$325K -$35.1K -734 -10%
GIP
1722
Granite Investment Partners
California
$324K -$18.2K -380 -5%
GAM
1723
Garrison Asset Management
Arkansas
$323K -$1.2K -25 -0.4%
CM
1724
Castleark Management
Illinois
$323K – – –
TF
1725
Tompkins Financial
New York
$323K +$1K +21 +0.3%
67 68
69
70 71