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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
926
Balentine LLC
Georgia
$150K +$32.6K +780 +29%
FPFS
927
First Personal Financial Services
North Carolina
$150K +$61.9K +1,479 +73%
TCM
928
Tradewinds Capital Management
Washington
$143K -$15.9K -380 -10%
ACS
929
Archford Capital Strategies
Illinois
$139K +$53.6K +1,281 +65%
RIM
930
Rampart Investment Management
Connecticut
$135K +$131K +3,134 New
CYG
931
Clean Yield Group
Vermont
$127K +$124K +2,963 New
EWM
932
Evercore Wealth Management
New York
$125K -$37K -885 -23%
RFS
933
Rockefeller Financial Services
New York
$124K -$6.69K -160 -5%
WOC
934
West Oak Capital
California
$123K +$23K +550 +24%
MCM
935
MV Capital Management
Maryland
$119K -$3.85K -92 -3%
SAS
936
Stelac Advisory Services
New York
$119K +$116K +2,771 New
MUS
937
Mitsubishi UFJ Securities
Japan
$113K -$6.28K -150 -5%
CT
938
Clearstead Trust
Maine
$112K – – –
CLM
939
ClearBridge LLC (Maryland)
Maryland
$108K +$25.1K +600 +32%
CFA
940
Carroll Financial Associates
North Carolina
$108K +$31K +740 +42%
GRP
941
Global Retirement Partners
California
$106K +$29.4K +703 +40%
WEC
942
Winslow Evans & Crocker
Massachusetts
$106K +$167 +4 +0.2%
TDC
943
Thompson Davis & Co
Virginia
$104K +$27.2K +649 +37%
NSIM
944
North Star Investment Management
Illinois
$99K -$711 -17 -0.7%
SFG
945
SevenBridge Financial Group
Pennsylvania
$98K -$41.8K -1,000 -31%
HT
946
Heritage Trust
Oklahoma
$98K +$95.7K +2,287 New
DBT
947
Dubuque Bank & Trust
Iowa
$96K +$93.3K +2,229 New
EWM
948
Endurance Wealth Management
Rhode Island
$94K – – –
IIC
949
Integrated Investment Consultants
Michigan
$86K – – –
HFM
950
Hartford Financial Management
Connecticut
$86K +$47.3K +1,130 +130%
36 37
38
39 40