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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1026
Trust Asset Management
Texas
$1.22M – – –
CNAM
1027
Campbell Newman Asset Management
Wisconsin
$1.22M -$19.4K -201 -1%
OHWA
1028
Oak Hill Wealth Advisors
Virginia
$1.22M +$1.29M +13,329 New
CPSC
1029
Carl P. Sherr & Co
Massachusetts
$1.22M -$54K -558 -4%
CAL
1030
Capital Analysts LLC
Pennsylvania
$1.21M -$12.8K -132 -1%
MG
1031
Mather Group
Illinois
$1.21M +$34.7K +359 +3%
DLA
1032
Douglas Lane & Associates
New York
$1.2M +$2.13K +22 +0.2%
MGIA
1033
Moneta Group Investment Advisors
Missouri
$1.2M +$14.7K +152 +1%
CIG
1034
Consolidated Investment Group
Colorado
$1.2M – – –
BIM
1035
Baldwin Investment Management
Pennsylvania
$1.19M -$14.5K -150 -1%
GA
1036
Geller Advisors
New York
$1.19M -$1.84K -19 -0.1%
SIA
1037
Soltis Investment Advisors
Utah
$1.19M +$485K +5,017 +62%
RSA
1038
River Street Advisors
Illinois
$1.18M -$16.8K -174 -1%
RSWM
1039
Robertson Stephens Wealth Management
California
$1.18M -$620K -6,407 -33%
ADL
1040
Asset Dedication LLC
California
$1.18M +$80.5K +832 +7%
APP
1041
Avantax Planning Partners
Iowa
$1.18M +$44.7K +462 +4%
CP
1042
Canopy Partners
Ohio
$1.18M -$290 -3 -0%
UL
1043
Unionview LLC
Washington
$1.18M -$5.03K -52 -0.4%
WPIC
1044
White Pine Investment Company
Michigan
$1.18M -$2.58M -26,653 -67%
HKIM
1045
Hayek Kallen Investment Management
Alabama
$1.18M -$8.71K -90 -0.7%
MC
1046
Moors & Cabot
Massachusetts
$1.17M -$7.16K -74 -0.6%
AC
1047
Arjuna Capital
North Carolina
$1.17M +$58K +600 +5%
CFMC
1048
Curbstone Financial Management Corp
New Hampshire
$1.16M +$21.5K +222 +2%
CFG
1049
Chapman Financial Group
Hawaii
$1.15M +$1.22M +12,643 New
EGM
1050
Engineers Gate Manager
New York
$1.15M +$717K +7,409 +142%
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