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Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
1651
Aragon Global Management
Florida
$27.6M +$869K +2,001 +4%
SFG
1652
SevenBridge Financial Group
Pennsylvania
$27.6M -$328K -756 -1%
CP
1653
Capital Planning
Washington
$27.6M -$5.56M -12,801 -19%
RZH
1654
Relyea Zuckerberg Hanson
Connecticut
$27.6M +$832K +1,917 +4%
BEAM
1655
Baker Ellis Asset Management
Washington
$27.6M -$410K -944 -2%
WBC
1656
West Branch Capital
Massachusetts
$27.6M -$122K -281 -0.5%
GWM
1657
GDS Wealth Management
Texas
$27.5M +$1.94M +4,478 +9%
BWP
1658
Balboa Wealth Partners
Arizona
$27.5M +$356K +820 +2%
KJHP
1659
K.J. Harrison & Partners
Ontario, Canada
$27.4M +$3.92M +9,024 +20%
WGC
1660
Watts Gwilliam & Co
Arizona
$27.3M +$2.46M +5,670 +12%
CCM
1661
Copeland Capital Management
Pennsylvania
$27.3M -$76.4K -176 -0.3%
GEA
1662
Glen Eagle Advisors
New Jersey
$27.3M -$169K -389 -0.7%
CWM
1663
CMH Wealth Management
New Hampshire
$27.2M -$5.36M -12,334 -18%
CCS
1664
Concentric Capital Strategies
Connecticut
$27.2M +$23.7M +54,597 New
III
1665
Independent Investors Inc
New York
$27.1M – – –
GWM
1666
Greenwich Wealth Management
Connecticut
$27.1M -$101K -232 -0.4%
SWA
1667
Stratos Wealth Advisors
Ohio
$27M -$1.11M -2,547 -4%
PT
1668
Plimoth Trust
Massachusetts
$27M -$118K -272 -0.5%
KA
1669
Kozak & Associates
Colorado
$27M +$452K +1,041 +2%
PRRFG
1670
Paul R. Ried Financial Group
Washington
$27M +$198K +455 +0.8%
CAG
1671
Csenge Advisory Group
Florida
$27M -$514K -1,183 -2%
UOTTAIMCU
1672
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27M +$655K +1,508 +3%
VAS
1673
Valicenti Advisory Services
New York
$26.9M +$149K +342 +0.6%
GPTE
1674
Generali Powszechne Towarzystwo Emerytalne
Poland
$26.9M – – –
LOIM
1675
Liberty One Investment Management
Illinois
$26.9M -$24.3K -56 -0.1%
65 66
67
68 69