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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1726
Tompkins Financial
New York
$646K -$188K -1,064 -23%
NWP
1727
Northstar Wealth Partners
Connecticut
$646K +$9.9K +56 +2%
BEAM
1728
Baker Ellis Asset Management
Washington
$644K – – –
KTC
1729
Kistler-Tiffany Companies
Pennsylvania
$643K +$30K +170 +5%
FRM
1730
Fox Run Management
Connecticut
$643K +$644K +3,642 New
VWM
1731
Venturi Wealth Management
Texas
$640K +$50.2K +284 +8%
AO
1732
Allen Operations
New York
$639K +$66.5K +376 +12%
BIC
1733
Bridges Investment Counsel
Nebraska
$638K +$884 +5 +0.1%
AR
1734
Advisory Research
Illinois
$635K +$17K +96 +3%
BBA
1735
Braun-Bostich & Associates
Pennsylvania
$631K +$632K +3,574 New
SBWM
1736
Sunflower Bank Wealth Management
Arizona
$631K +$632K +3,575 New
MBTD
1737
Mechanics Bank - Trust Department
California
$628K +$118K +666 +23%
FCH
1738
Freestone Capital Holdings
Washington
$626K -$12.9K -73 -2%
GA
1739
Gateway Advisory
New Jersey
$623K +$208K +1,175 +50%
WF
1740
WoodTrust Financial
Wisconsin
$623K +$624K +3,530 New
IWP
1741
Icon Wealth Partners
Texas
$623K +$624K +3,532 New
SHGA
1742
Sand Hill Global Advisors
California
$622K -$7.95K -45 -1%
PC
1743
Port Capital
Illinois
$622K +$623K +3,527 New
SIM
1744
Sadoff Investment Management
Wisconsin
$619K -$8.84K -50 -1%
B
1745
Brightworth
Georgia
$619K +$65.4K +370 +12%
WCM
1746
Washington Capital Management
Washington
$618K – – –
MCA
1747
Morris Capital Advisors
Pennsylvania
$614K -$884 -5 -0.1%
RPC
1748
Rossmore Private Capital
Connecticut
$612K +$613K +3,470 New
BAM
1749
Berkshire Asset Management
Pennsylvania
$611K +$187K +1,060 +44%
BCA
1750
Benchmark Capital Advisors
New York
$609K -$17.3K -98 -3%
68 69
70
71 72