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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
901
First Capital Advisors Group
New Jersey
$624K +$678K +2,171 New
CFCI
902
Comprehensive Financial Consultants Institutional
Indiana
$621K -$2.5K -8 -0.4%
DCM
903
Donaldson Capital Management
Indiana
$619K +$35.9K +115 +6%
BCA
904
Bay Colony Advisors
Massachusetts
$616K +$349K +1,118 +121%
VCA
905
Verdence Capital Advisors
Maryland
$611K -$138K -442 -17%
SC
906
Savant Capital
Illinois
$611K +$49K +157 +8%
CIA
907
Choate Investment Advisors
Massachusetts
$609K +$104K +334 +19%
MMPW
908
Mitchell McLeod Pugh & Williams
Alabama
$604K +$4.69K +15 +0.7%
CC
909
Chicago Capital
Illinois
$598K – – –
JSC
910
Jackson Square Capital
California
$597K -$937 -3 -0.1%
PCM
911
Parsons Capital Management
Rhode Island
$597K +$5.93K +19 +0.9%
APIM
912
Agate Pass Investment Management
Washington
$595K +$25K +80 +4%
AWM
913
Aries Wealth Management
Maine
$591K +$642K +2,056 New
RCAG
914
Rehmann Capital Advisory Group
Michigan
$583K +$118K +378 +23%
TIA
915
Trust Investment Advisors
Indiana
$580K – – –
HCM
916
Howland Capital Management
Massachusetts
$580K +$56.2K +180 +10%
SCA
917
Spearhead Capital Advisors
Florida
$579K +$629K +2,014 New
HCM
918
Harvey Capital Management
Florida
$575K – – –
USGIU
919
U.S. Global Investors (USGI)
Texas
$575K – – –
HPWM
920
Highland Private Wealth Management
Washington
$575K +$45.3K +145 +8%
WSTAM
921
Wilbanks Smith & Thomas Asset Management
Virginia
$569K +$4.69K +15 +0.8%
FFMBT
922
First Farmers & Merchants Bank Trust
Tennessee
$568K -$15.6K -50 -2%
ANTB
923
AMG National Trust Bank
Colorado
$566K +$145K +465 +33%
LNB
924
Ledyard National Bank
$564K -$65.9K -211 -10%
EWM
925
Evercore Wealth Management
New York
$564K -$31.2K -100 -5%
35 36
37
38 39