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Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1901
First United Bank & Trust
Maryland
$350K -$20.2K -450 -5%
CCG
1902
Chatham Capital Group
Georgia
$349K +$23.4K +521 +7%
EWM
1903
Evermay Wealth Management
Virginia
$346K +$31.4K +700 +10%
CRC
1904
Curi RMB Capital
Illinois
$345K +$2.52K +56 +0.7%
SIMM
1905
Stillwater Investment Management (Minnesota)
Minnesota
$342K +$2.47K +55 +0.7%
NCM
1906
Noesis Capital Mangement
Florida
$340K -$13.5K -300 -4%
HCC
1907
Hirtle Callaghan & Co
Pennsylvania
$338K – – –
SSA
1908
South Street Advisors
New York
$337K +$23.8K +530 +7%
FWM
1909
Focused Wealth Management
New York
$336K +$29.5K +656 +9%
MWM
1910
Modera Wealth Management
New Jersey
$333K +$36.4K +810 +12%
VCM
1911
Vigilant Capital Management
Maine
$332K +$29.2K +650 +9%
PO
1912
Private Ocean
California
$330K +$331K +7,361 +7,217%
BCM
1913
BBT Capital Management
Texas
$330K +$334K +7,449 New
W
1914
Wealthquest
Ohio
$329K +$4.27K +95 +1%
DAC
1915
Dividend Assets Capital
South Carolina
$328K +$6.74K +150 +2%
TH
1916
Timber Hill
Connecticut
$327K -$1.64M -36,608 -83%
DA
1917
Dunvegan Associates
California
$327K – – –
GAAM
1918
Guinness Atkinson Asset Management
California
$327K – – –
BRWM
1919
B. Riley Wealth Management
Tennessee
$326K -$124K -2,761 -27%
GAM
1920
Gemmer Asset Management
California
$326K -$13.7K -306 -4%
BWA
1921
Burt Wealth Advisors
Maryland
$325K +$90 +2 +0%
TIM
1922
Tortoise Investment Management
New York
$325K +$9.92K +221 +3%
FI
1923
FCM Investments
Texas
$323K – – –
DA
1924
Dillon & Associates
Michigan
$323K +$40.4K +900 +14%
CFA
1925
Capstone Financial Advisors
Illinois
$322K -$41.7K -929 -11%
75 76
77
78 79