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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Altavista Wealth Management
North Carolina
$317K -$3.1K -35 -1%
MCM
1027
Manchester Capital Management
Vermont
$317K – – –
BJL
1028
Brighton Jones LLC
Washington
$317K -$30.7K -347 -9%
BSW
1029
Buckingham Strategic Wealth
Missouri
$314K +$56.3K +637 +24%
TCOT
1030
Trust Company of Toledo
Ohio
$312K – – –
FPC
1031
Falcon Point Capital
California
$308K -$34K -385 -11%
RIM
1032
RS Investment Management
California
$305K -$239K -2,699 -46%
RIM
1033
Regent Investment Management
Kentucky
$305K -$38.5K -435 -12%
BBA
1034
BLB&B Advisors
Pennsylvania
$305K +$286K +3,230 New
PL
1035
Parkwood LLC
Ohio
$301K -$1.56M -17,645 -85%
NPF
1036
Norris Perne & French
Michigan
$298K -$70.7K -800 -20%
CIA
1037
Choate Investment Advisors
Massachusetts
$296K +$277K +3,130 New
CBB
1038
Citizens Business Bank
California
$294K -$59.4K -672 -18%
IAA
1039
Ironsides Asset Advisors
North Carolina
$291K +$272K +3,080 New
ACM
1040
Argentus Capital Management
Texas
$288K +$35.1K +397 +15%
CBU
1041
CIBC Bank USA
Illinois
$287K -$462K -5,222 -63%
WA
1042
Wheatland Advisors
Pennsylvania
$286K – – –
RP
1043
Reinhart Partners
Wisconsin
$285K -$138K -1,565 -34%
EVM
1044
Evelyn V. Moreno
$284K – – –
BTW
1045
Boston Trust Walden
Massachusetts
$283K – – –
BB
1046
Bell Bank
North Dakota
$280K -$135K -1,524 -34%
MC
1047
Middleton & Co
Massachusetts
$280K – – –
MCWS
1048
McKinley Carter Wealth Services
West Virginia
$280K +$262K +2,963 New
PWLP
1049
Prio Wealth Limited Partnership
Massachusetts
$279K – – –
AWMF
1050
Arbor Wealth Management (Florida)
Florida
$279K +$1.77K +20 +0.7%
40 41
42
43 44