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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
926
Clifford Swan Investment Counsel
California
$810K – – –
AIA
927
Avalon Investment & Advisory
Texas
$809K -$174K -1,587 -18%
PP
928
Patten & Patten
Tennessee
$804K – – –
HIC
929
Holderness Investments Company
North Carolina
$802K +$782K +7,135 New
CS
930
Credential Securities
$792K +$6.69K +61 +0.9%
LWM
931
LBA Wealth Management
Florida
$788K +$24.7K +225 +3%
CIA
932
Choate Investment Advisors
Massachusetts
$787K +$252K +2,295 +49%
TCM
933
Tributary Capital Management
Nebraska
$787K -$65.8K -600 -8%
RHAM
934
Round Hill Asset Management
California
$787K – – –
CCM
935
Cohen Capital Management
California
$776K – – –
SOAMC
936
Spirit of America Management Corp
New York
$776K – – –
ST
937
Spinnaker Trust
Maine
$765K – – –
IAM
938
Impax Asset Management
New Hampshire
$765K +$43.8K +400 +6%
WIS
939
Wright Investors Service
Connecticut
$761K -$2.19K -20 -0.3%
PA
940
Pinnacle Associates
New York
$754K -$5.92K -54 -0.8%
ACP
941
Aviance Capital Partners
Florida
$752K +$9.87K +90 +1%
ARMT
942
Amica Retiree Medical Trust
Rhode Island
$748K – – –
BFA
943
Beaumont Financial Advisors
Massachusetts
$748K +$729K +6,650 New
WI
944
WrapManager Inc
California
$744K +$39.7K +362 +6%
SAM
945
Silvercrest Asset Management
New York
$738K -$47.9K -437 -6%
IFAM
946
Institutional & Family Asset Management
Colorado
$735K +$13.5K +123 +2%
RWP
947
RWA Wealth Partners
Massachusetts
$727K +$709K +6,467 New
BAM
948
Berkshire Asset Management
Pennsylvania
$723K – – –
PWM
949
Perigon Wealth Management
California
$721K +$81.2K +741 +13%
NIPH
950
NN Investment Partners Holdings
Netherlands
$711K -$86.7M -790,784 -99%
36 37
38
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