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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
751
Sustainable Insight Capital Management
New York
$207K +$227K +3,503 New
BJL
752
Brighton Jones LLC
Washington
$207K +$242K +3,728 New
EWM
753
Empirical Wealth Management
Washington
$206K -$21.2K -327 -8%
BA
754
Bivin & Associates
Oklahoma
$205K – – –
SWA
755
SFMG Wealth Advisors
Texas
$205K +$1.3K +20 +0.5%
WSFS
756
Wilmington Savings Fund Society
Delaware
$203K – – –
FCM
757
Firestone Capital Management
Florida
$203K +$1.49K +23 +0.6%
CNC
758
Canandaigua National Corp
New York
$201K -$93.2K -1,437 -28%
CA
759
Clearstead Advisors
Ohio
$201K -$20.4K -315 -8%
PCA
760
Personal Capital Advisors
California
$201K -$13.2K -204 -5%
GCM
761
Gibraltar Capital Management
Oklahoma
$200K – – –
IF
762
Intrua Financial
Texas
$200K +$11.3K +175 +5%
SSA
763
South Street Advisors
New York
$200K +$233K +3,600 New
QCG
764
Quadrant Capital Group
Ohio
$195K +$2.98K +46 +1%
UB
765
UMB Bank
Missouri
$193K – – –
FPS
766
Fieldpoint Private Securities
Connecticut
$193K +$61.7K +951 +38%
1IA
767
1834 Investment Advisors
Wisconsin
$183K – – –
SIC
768
Salem Investment Counselors
North Carolina
$171K – – –
SIM
769
Sentry Investment Management
Wisconsin
$170K -$35.6K -549 -15%
CFD
770
Creative Financial Designs
Indiana
$168K +$8.23K +127 +4%
AIC
771
Archer Investment Corporation
Indiana
$167K – – –
PFGIA
772
Patriot Financial Group Insurance Agency
Massachusetts
$165K -$29.7K -458 -13%
AIL
773
AGF Investments LLC
Ontario, Canada
$163K +$40.7K +628 +27%
SWM
774
Scissortail Wealth Management
Oklahoma
$162K -$194K -2,987 -52%
AWM
775
Accel Wealth Management
Iowa
$162K -$64.3K -992 -25%
29 30
31
32 33