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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1051
NorthRock Partners
Minnesota
$18.5M +$803K +1,245 +4%
RC
1052
Roundview Capital
New Jersey
$18.5M +$985K +1,526 +5%
MIC
1053
Means Investment Company
Maine
$18.4M -$6.62M -10,255 -24%
AP
1054
Appleton Partners
Massachusetts
$18.4M +$3.61M +5,597 +21%
PFM
1055
Premier Fund Managers
United Kingdom
$18.4M +$7.55M +11,695 +58%
VCM
1056
Voleon Capital Management
California
$18.3M -$10.8M -16,686 -34%
TFA
1057
Teamwork Financial Advisors
Texas
$18.3M +$2.2M +3,403 +12%
BAM
1058
Belpointe Asset Management
Nevada
$18.3M -$1.22M -1,893 -6%
BCM
1059
BTC Capital Management
Iowa
$18.2M +$770K +1,194 +4%
JG
1060
Jain Global
New York
$18.2M -$41.7M -64,623 -67%
UAM
1061
Unison Asset Management
Florida
$18.1M -$1.74M -2,704 -7%
P
1062
Pitcairn
Pennsylvania
$18.1M +$2.15M +3,339 +12%
FFA
1063
Farther Finance Advisors
California
$18.1M +$5.25M +8,134 +36%
JWCA
1064
J.W. Cole Advisors
Florida
$18M +$2.5M +3,875 +14%
CSIC
1065
Clifford Swan Investment Counsel
California
$18M +$114K +177 +0.6%
BL
1066
BWCP LP
Texas
$17.9M +$20M +31,061 New
SC
1067
Sepio Capital
Utah
$17.9M -$1.13M -1,759 -5%
QIM
1068
Quest Investment Management
Oregon
$17.9M -$783K -1,214 -4%
ERIC
1069
Eagle Rock Investment Company
Georgia
$17.9M +$255K +395 +1%
CIS
1070
Connors Investor Services
Pennsylvania
$17.9M +$134K +207 +0.7%
TSW
1071
Thompson Siegel & Walmsley
Virginia
$17.7M -$2.13M -3,304 -10%
ECM
1072
Evergreen Capital Management
Washington
$17.7M -$118K -183 -0.6%
MAM
1073
Morse Asset Management
Connecticut
$17.7M -$182K -282 -0.9%
VA
1074
VestGen Advisors
Illinois
$17.7M +$19.8M +30,701 New
RSS
1075
Rosenblum Silverman Sutton
California
$17.7M -$311K -482 -2%
41 42
43
44 45