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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1301
Tarbox Family Office
California
$469K – – –
EAM
1302
Evanson Asset Management
California
$466K -$5.08K -27 -1%
HPWM
1303
Highland Private Wealth Management
Washington
$466K +$446K +2,372 New
CMANY
1304
Capital Management Associates (New York)
New York
$465K +$445K +2,365 New
FCFC
1305
First Commonwealth Financial Corp
Pennsylvania
$464K +$19.6K +104 +5%
EWA
1306
EP Wealth Advisors
California
$457K +$124K +660 +40%
MWP
1307
MYCIO Wealth Partners
Pennsylvania
$455K +$62.8K +334 +17%
ADL
1308
Asset Dedication LLC
California
$451K +$105K +561 +33%
NDSI
1309
Newman Dignan & Sheerar Inc
Rhode Island
$450K – – –
AIS
1310
American Investment Services
Massachusetts
$449K +$564 +3 +0.1%
PFS
1311
Prospera Financial Services
Texas
$447K +$128K +680 +43%
JCM
1312
Jacobi Capital Management
Pennsylvania
$445K +$20.1K +107 +5%
FC
1313
Ferris Capital
Massachusetts
$442K -$10.5K -56 -2%
SA
1314
Sicart Associates
New York
$442K – – –
ACM
1315
AlphaStar Capital Management
North Carolina
$442K +$422K +2,247 New
BB
1316
Bell Bank
North Dakota
$440K +$21.2K +113 +5%
AGA
1317
Accuvest Global Advisors
Utah
$440K +$414K +2,204 +6,482%
EHC
1318
Everett Harris & Co
California
$439K +$2.63K +14 +0.6%
KA
1319
Kaizen Advisory
Illinois
$439K +$252K +1,341 +150%
AT
1320
Arden Trust
Delaware
$438K -$74.6K -397 -15%
BCM
1321
Breiter Capital Management
Florida
$433K -$19.2K -102 -4%
STMM
1322
South Texas Money Management
Texas
$433K -$16.4K -87 -4%
BIM
1323
Baldwin Investment Management
Pennsylvania
$432K -$207K -1,100 -33%
CI
1324
Cavalier Investments
Georgia
$432K +$414K +2,200 New
DIP
1325
DT Investment Partners
Pennsylvania
$431K +$413K +2,195 New
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