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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
776
Mill Creek Capital Advisors
Pennsylvania
$10.1M +$1.9M +4,740 +25%
PS
777
Principal Securities
Iowa
$10.1M +$9.53M +23,720 New
IAA
778
Independent Advisor Alliance
North Carolina
$10.1M -$71.9K -179 -0.8%
LPT
779
Legacy Private Trust
Wisconsin
$10M +$335K +834 +4%
FA
780
Fagan Associates
New York
$9.99M -$72.3K -180 -0.8%
BCM
781
Brasada Capital Management
Texas
$9.89M +$1.98M +4,918 +27%
CPRC
782
Consolidated Portfolio Review Corp
New York
$9.83M -$226K -563 -2%
KCM
783
Kornitzer Capital Management
Kansas
$9.83M – – –
CT
784
Caldwell Trust
Florida
$9.82M -$53K -132 -0.6%
SS
785
Simplicity Solutions
Minnesota
$9.81M -$1.18M -2,944 -11%
CCM
786
Coldstream Capital Management
Washington
$9.77M +$250K +623 +3%
BAM
787
Bell Asset Management
Australia
$9.76M -$38.2K -95 -0.4%
CF
788
Centaurus Financial
California
$9.76M -$570K -1,418 -6%
CIA
789
Choate Investment Advisors
Massachusetts
$9.67M +$2.43M +6,047 +36%
UI
790
Untitled Investments
New York
$9.64M – – –
CIM
791
Chapman Investment Management
California
$9.64M +$7.23K +18 +0.1%
MIP
792
Marietta Investment Partners
Wisconsin
$9.64M +$137K +341 +2%
VFA
793
Valeo Financial Advisors
Indiana
$9.59M -$640K -1,594 -7%
TCM
794
Telos Capital Management
California
$9.57M -$12.1K -30 -0.1%
CP
795
Cumberland Partners
Ontario, Canada
$9.56M -$1M -2,495 -10%
ECM
796
Everence Capital Management
Indiana
$9.48M -$743K -1,850 -8%
CCS
797
Concentric Capital Strategies
Connecticut
$9.48M +$6.7M +16,670 +300%
GCM
798
Gibraltar Capital Management
Oklahoma
$9.45M -$466K -1,159 -5%
LS
799
Livforsakringsbolaget Skandia
Sweden
$9.43M +$472K +1,176 +6%
WS
800
Wedbush Securities
California
$9.42M +$662K +1,647 +8%
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