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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1451
SSI Investment Management
California
$700K -$131K -11,280 -18%
SSWM
1452
Sheets Smith Wealth Management
North Carolina
$700K +$602K +51,760 New
CSA
1453
Cottage Street Advisors
Massachusetts
$698K +$600K +51,560 New
BCA
1454
Berman Capital Advisors
Georgia
$696K +$21.9K +1,880 +4%
PMG
1455
ProVise Management Group
Florida
$695K -$74.9K -6,440 -11%
AA
1456
Apriem Advisors
California
$692K +$82.4K +7,080 +16%
MPM
1457
Meritage Portfolio Management
Kansas
$691K -$13K -1,120 -2%
SC
1458
Saturna Capital
Washington
$691K +$594K +51,040 New
BMC
1459
Beaton Management Company
Massachusetts
$690K – – –
PTP
1460
Platform Technology Partners
New York
$689K -$39.6K -3,400 -6%
MA
1461
MONECO Advisors
Connecticut
$689K +$88.9K +7,640 +18%
HCP
1462
Hexagon Capital Partners
Arkansas
$689K +$638K +54,840 New
CSIC
1463
Clifford Swan Investment Counsel
California
$684K +$47.5K +4,080 +9%
WA
1464
Waverly Advisors
Alabama
$680K -$38.2K -3,280 -6%
BC
1465
Burney Company
Virginia
$679K -$465 -40 -0.1%
TCM
1466
TimesSquare Capital Management
New York
$679K – – –
EWM
1467
EPG Wealth Management
Georgia
$678K -$115K -9,880 -16%
VC
1468
Vicus Capital
Pennsylvania
$675K -$80.1K -6,880 -12%
LC
1469
Lavaca Capital
Texas
$666K -$26.5K -2,280 -4%
APW
1470
Aurora Private Wealth
New Jersey
$666K +$207K +17,800 +57%
SCM
1471
Spreng Capital Management
Ohio
$664K – – –
RA
1472
Rational Advisors
New York
$663K -$1.5M -128,840 -72%
SBWIC
1473
Schaper Benz & Wise Investment Counsel
Wisconsin
$663K – – –
PIM
1474
Penobscot Investment Management
Massachusetts
$658K – – –
CC
1475
Cadinha & Co
Hawaii
$655K +$563K +48,400 New
57 58
59
60 61