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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
901
ETrade Capital Management
Virginia
$172K +$8.31K +210 +5%
CCS
902
Crosspoint Capital Strategies
California
$163K +$180K +4,562 New
S
903
SignatureFD
Georgia
$159K +$158K +4,000 +6,667%
JFGIW
904
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K +$17.4K +440 +13%
JWM
905
Jacobus Wealth Management
Wisconsin
$153K -$2.77K -70 -2%
SHWM
906
Smith & Howard Wealth Management
Georgia
$152K +$45.9K +1,160 +43%
CAW
907
Cornerstone Advisors (Washington)
Washington
$148K +$396 +10 +0.3%
TF
908
Tompkins Financial
New York
$148K +$21.4K +540 +17%
TDC
909
Thompson Davis & Co
Virginia
$145K +$146K +3,698 New
PTC
910
Private Trust Company
Ohio
$139K +$10.2K +258 +8%
ATC
911
Adirondack Trust Company
New York
$136K -$2.37K -60 -2%
PCTC
912
Perkins Coie Trust Company
Washington
$119K +$120K +3,040 New
MAM
913
Mizuho Asset Management
Japan
$118K – – –
PAS
914
Partnervest Advisory Services
California
$118K +$5.06K +128 +4%
CFA
915
Carroll Financial Associates
North Carolina
$115K +$5.93K +150 +5%
DOA
916
D'Orazio & Associates
Virginia
$110K +$111K +2,800 New
HCP
917
Holt Capital Partners
Texas
$110K +$111K +2,800 New
HCM
918
Horrell Capital Management
Arkansas
$103K – – –
HHMI
919
Howard Hughes Medical Institute
Maryland
$103K +$237 +6 +0.2%
NME
920
Notis-McConarty Edward
$102K +$103K +2,600 New
CFS
921
Community Financial System
New York
$96K -$3.96K -100 -4%
WF
922
WealthTrust Fairport
Ohio
$96K +$316 +8 +0.3%
RIA
923
Regal Investment Advisors
Michigan
$96K +$97K +2,452 New
KT
924
Kanaly Trust
Texas
$94K +$94.9K +2,400 New
EWM
925
Evercore Wealth Management
New York
$83K -$218K -5,504 -72%
35 36
37
38 39