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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
2051
Verus Financial Partners
Virginia
$423K +$26.5K +504 +7%
CC
2052
Cedar Capital
Illinois
$422K +$400K +7,610 New
CCG
2053
Chatham Capital Group
Georgia
$416K -$21K -400 -5%
DOA
2054
D'Orazio & Associates
Virginia
$413K -$34.5K -655 -8%
BWA
2055
Burt Wealth Advisors
Maryland
$410K +$2.1K +40 +0.5%
DA
2056
Dillon & Associates
Michigan
$410K +$5.26K +100 +1%
CIC
2057
Chilton Investment Company
Connecticut
$410K +$135K +2,572 +53%
PO
2058
Private Ocean
California
$408K -$5.42K -103 -1%
KTC
2059
Kistler-Tiffany Companies
Pennsylvania
$405K +$5.89K +112 +2%
SCM
2060
Sandler Capital Management
New York
$405K +$384K +7,300 New
HW
2061
Hancock Whitney
Mississippi
$404K +$21K +400 +6%
CFA
2062
Capstone Financial Advisors
Illinois
$403K – – –
NA
2063
Nottingham Advisors
New York
$403K +$20.7K +393 +6%
RFWA
2064
RPg Family Wealth Advisory
Massachusetts
$403K +$382K +7,259 New
CRC
2065
Curi RMB Capital
Illinois
$402K -$28.8K -547 -7%
GAM
2066
Gemmer Asset Management
California
$399K -$9.26K -176 -2%
CP
2067
Coho Partners
Pennsylvania
$399K – – –
WDL
2068
Well Done LLC
Michigan
$399K +$379K +7,200 New
BCM
2069
Brown Capital Management
Maryland
$397K +$25K +475 +7%
ZAM
2070
Zevin Asset Management
Massachusetts
$395K – – –
SHJ
2071
Sharkey, Howes & Javer
Colorado
$394K +$158 +3 +0%
DAM
2072
Doheny Asset Management
California
$390K – – –
VCM
2073
Vigilant Capital Management
Maine
$388K -$26.8K -510 -7%
FIM
2074
Fernwood Investment Management
Massachusetts
$388K – – –
PAS
2075
Professional Advisory Services
Florida
$384K – – –
81 82
83
84 85