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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1401
Clear Perspective Advisors
Illinois
$1.72M -$164K -648 -8%
NDSI
1402
Newman Dignan & Sheerar Inc
Rhode Island
$1.72M -$100K -396 -5%
OC
1403
Oarsman Capital
Wisconsin
$1.72M -$892K -3,531 -33%
AWM
1404
Aberdeen Wealth Management
Illinois
$1.71M -$150K -593 -8%
BPM
1405
Bowling Portfolio Management
Ohio
$1.71M +$477K +1,890 +37%
BCM
1406
Birmingham Capital Management
Alabama
$1.71M – – –
SBSB
1407
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.7M -$136K -537 -7%
ACM
1408
Ascendant Capital Management
California
$1.7M -$758K -3,000 -30%
PG
1409
Patten Group
Tennessee
$1.7M +$92.2K +365 +6%
WHG
1410
Westwood Holdings Group
Texas
$1.69M -$1.44M -5,693 -45%
ASA
1411
Armstrong Shaw Associates
Connecticut
$1.68M – – –
WMA
1412
Wealth Management Associates
New Jersey
$1.68M -$190K -753 -10%
RWB
1413
RMR Wealth Builders
New Jersey
$1.68M +$784K +3,104 +82%
RIM
1414
Regent Investment Management
Kentucky
$1.67M +$25.3K +100 +1%
BSW
1415
Buckingham Strategic Wealth
Missouri
$1.67M -$106K -418 -6%
NIC
1416
Northwest Investment Counselors
Oregon
$1.66M -$37.9K -150 -2%
ACA
1417
Atlas Capital Advisors
Wyoming
$1.66M -$31.6K -125 -2%
GW
1418
GW & Wade
Massachusetts
$1.66M +$669K +2,650 +64%
RBFC
1419
Roman Butler Fullerton & Co
Missouri
$1.65M +$44.2K +175 +3%
TWM
1420
Tradition Wealth Management
Minnesota
$1.64M +$136K +538 +9%
AOWM
1421
Alpha Omega Wealth Management
Virginia
$1.64M +$51.3K +203 +3%
CCM
1422
Coldstream Capital Management
Washington
$1.64M +$117K +462 +7%
CCM
1423
Cinctive Capital Management
New York
$1.64M -$604K -2,393 -26%
MIM
1424
Meridiem Investment Management
United Kingdom
$1.64M -$58.1K -230 -3%
PWM
1425
Purus Wealth Management
California
$1.64M +$299K +1,186 +21%
55 56
57
58 59