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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
951
Manchester Capital Management
Vermont
$167K +$15.3K +252 +10%
VFA
952
Valeo Financial Advisors
Indiana
$157K +$21.4K +354 +16%
TF
953
Tompkins Financial
New York
$155K
CCM
954
Covington Capital Management
California
$153K -$42.4K -700 -21%
CA
955
Centerpoint Advisors
Massachusetts
$149K +$151K +2,493 New
ARMT
956
Amica Retiree Medical Trust
Rhode Island
$147K -$128K -2,112 -46%
WB
957
Webster Bank
Connecticut
$147K
BFC
958
Bedel Financial Consulting
Indiana
$145K +$147K +2,424 New
FANJ
959
Financial Architects (New Jersey)
New Jersey
$142K
PFA
960
Pathway Financial Advisors
Vermont
$142K
SWA
961
Sutton Wealth Advisors
Florida
$140K
AIM
962
Arcadia Investment Management
Michigan
$140K
FCT
963
Family Capital Trust
Massachusetts
$131K
PMFA
964
Plante Moran Financial Advisors
Michigan
$129K +$61 +1 +0%
CF
965
Centaurus Financial
California
$129K +$130K +2,146 New
CIP
966
Convergence Investment Partners
Florida
$125K +$126K +2,081 New
WPW
967
Winthrop Partners - WNY
New York
$124K +$125K +2,067 New
CFD
968
Creative Financial Designs
Indiana
$123K -$27.8K -459 -18%
PCG
969
Private Capital Group
Connecticut
$123K -$15.8K -261 -11%
CCM
970
Cribstone Capital Management
Maine
$119K -$25K -413 -17%
ABA
971
American Beacon Advisors
Texas
$119K
ML
972
McAdam LLC
Pennsylvania
$119K +$120K +1,985 New
TSW
973
Thompson Siegel & Walmsley
Virginia
$115K
TCM
974
TD Capital Management
Tennessee
$112K +$16.6K +275 +17%
HFP
975
Holistic Financial Partners
Indiana
$98K -$1.09K -18 -1%