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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1051
Capstone Financial Advisors
Illinois
$237K -$47.4K -620 -17%
EWMCB
1052
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$237K +$232K +3,039 New
CAG
1053
Crestwood Advisors Group
Massachusetts
$236K +$232K +3,029 New
B
1054
Bailard
California
$235K -$18.6K -243 -7%
BONST
1055
Bank of Nova Scotia Trust
Ontario, Canada
$234K – – –
PC
1056
Pecaut & Co
Iowa
$234K – – –
PL
1057
Plancorp LLC
Missouri
$234K +$229K +3,000 New
ZAM
1058
Zevin Asset Management
Massachusetts
$232K – – –
BC
1059
Burney Company
Virginia
$231K +$226K +2,960 New
AIP
1060
ARS Investment Partners
New York
$230K – – –
UAM
1061
UAS Asset Management
New York
$229K -$1.09M -14,210 -83%
JWBC
1062
J.W. Burns & Co
New York
$225K +$7.64K +100 +4%
NYLT
1063
New York Life Trust
New York
$223K +$26.9K +352 +14%
BFM
1064
Boston Financial Management
Massachusetts
$222K +$153 +2 +0.1%
NDSI
1065
Newman Dignan & Sheerar Inc
Rhode Island
$220K +$5.73K +75 +3%
RMCM
1066
Reynders McVeigh Capital Management
Massachusetts
$219K +$214K +2,805 New
HVIA
1067
Hudson Valley Investment Advisors
New York
$217K – – –
ZIC
1068
ZWJ Investment Counsel
Georgia
$217K – – –
HCM
1069
Harvest Capital Management
New Hampshire
$216K – – –
TCM
1070
Towercrest Capital Management
Pennsylvania
$216K +$212K +2,767 New
PP
1071
Patten & Patten
Tennessee
$215K – – –
MWAC
1072
Mariner Wealth Advisors (Cincinnati)
Ohio
$215K +$211K +2,755 New
BG
1073
Bahl & Gaynor
Ohio
$213K -$2.75K -36 -1%
BBPWM
1074
Blue Bell Private Wealth Management
Pennsylvania
$213K -$2.68K -35 -1%
HAI
1075
Hennessy Advisors Inc
California
$213K +$13.8K +180 +7%
41 42
43
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