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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1926
Cairn Investment Group
Washington
$239K +$10.3K +100 +4%
ZIC
1927
ZWJ Investment Counsel
Georgia
$239K +$69.1K +672 +37%
SAM
1928
Summit Asset Management
Tennessee
$238K – – –
EBA
1929
Eagle Bay Advisors
New York
$238K +$44.5K +433 +21%
BIA
1930
Bell Investment Advisors
California
$238K +$217K +2,107 +547%
SAM
1931
Satovsky Asset Management
New York
$238K +$720 +7 +0.3%
ISL
1932
Ingalls & Snyder LLC
New York
$237K -$411 -4 -0.2%
CTA
1933
Chesley Taft & Associates
Illinois
$237K -$1.5M -14,583 -85%
JF
1934
JSF Financial
California
$237K -$13K -126 -5%
TA
1935
Tiedemann Advisors
New York
$236K -$103 -1 -0%
UAM
1936
Unison Asset Management
Florida
$236K – – –
CFS
1937
Commonwealth Financial Services
West Virginia
$236K +$254K +2,466 New
SIC
1938
SJS Investment Consulting
Ohio
$236K -$206 -2 -0.1%
SDWIA
1939
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K – – –
OCPWS
1940
One Charles Private Wealth Services
Massachusetts
$235K – – –
PHAM
1941
Palisades Hudson Asset Management
Florida
$234K – – –
WDG
1942
Wealth Dimensions Group
Ohio
$234K +$15.4K +150 +7%
SFG
1943
SNS Financial Group
Minnesota
$233K -$4.83K -47 -2%
PWMG
1944
Provence Wealth Management Group
California
$233K -$71.7K -697 -22%
SWP
1945
Strategic Wealth Partners
Ohio
$233K +$23.1K +225 +10%
EWM
1946
Evermay Wealth Management
Virginia
$233K – – –
DA
1947
Drake & Associates
Wisconsin
$233K +$27.1K +263 +12%
FA
1948
Fermata Advisors
California
$232K +$249K +2,425 New
WOC
1949
West Oak Capital
California
$232K +$20.6K +200 +9%
SCI
1950
S&CO Inc
Massachusetts
$231K – – –
76 77
78
79 80