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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1926
Sovereign Financial Group
Connecticut
$335K +$6.09K +54 +2%
IA
1927
IFG Advisory
Georgia
$334K -$10.7K -95 -3%
KCM
1928
Kanawha Capital Management
Virginia
$334K – – –
WOC
1929
West Oak Capital
California
$333K -$22.5K -200 -7%
GLLW
1930
Graves Light Lenhart Wealth
Virginia
$333K -$5.98K -53 -2%
KPCM
1931
Kings Point Capital Management
New York
$332K +$21K +186 +7%
DWA
1932
Dougherty Wealth Advisers
Minnesota
$331K – – –
PIM
1933
Penobscot Investment Management
Massachusetts
$331K – – –
LA
1934
Latitude Advisors
Florida
$330K – – –
SCM
1935
Stonehearth Capital Management
Massachusetts
$330K – – –
WSC
1936
Wellington Shields & Co
New York
$330K – – –
WDG
1937
Wealth Dimensions Group
Ohio
$329K -$15.2K -135 -5%
BWM
1938
Baystate Wealth Management
Massachusetts
$329K +$5.41K +48 +2%
AP
1939
Adero Partners
California
$329K +$6.76K +60 +2%
RTS
1940
Round Table Services
New Jersey
$328K -$11.3K -100 -3%
CFC
1941
Coyle Financial Counsel
Illinois
$328K +$316K +2,805 New
VIM
1942
VELA Investment Management
Ohio
$327K +$315K +2,792 New
SQA
1943
Simon Quick Advisors
New Jersey
$326K -$19.1K -169 -6%
ZIC
1944
ZWJ Investment Counsel
Georgia
$326K -$11.3K -100 -3%
LOAMU
1945
Lombard Odier Asset Management (USA)
New York
$326K +$314K +2,783 New
WB
1946
Webster Bank
Connecticut
$325K -$52.1K -462 -14%
OCPWS
1947
One Charles Private Wealth Services
Massachusetts
$325K +$113 +1 +0%
CCG
1948
Ceeto Capital Group
Florida
$324K +$451 +4 +0.1%
TNAM
1949
Terra Nova Asset Management
New York
$323K -$14.5K -129 -4%
ACP
1950
Aveo Capital Partners
Colorado
$323K -$5.19K -46 -2%
76 77
78
79 80