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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1001
Douglass Winthrop Advisors
New York
$323K +$10.1K +188 +3%
PPSG
1002
Princeton Portfolio Strategies Group
New Jersey
$321K – – –
KAM
1003
Keeley Asset Management
Illinois
$320K – – –
WMC
1004
Westwood Management Corporation
Illinois
$320K – – –
CL
1005
CFS LLC
Oklahoma
$318K -$290K -5,404 -48%
BONST
1006
Bank of Nova Scotia Trust
Ontario, Canada
$317K +$27.9K +520 +10%
JRP
1007
Jasper Ridge Partners
California
$315K – – –
SC
1008
Savant Capital
Illinois
$314K +$2.15K +40 +0.7%
PWLP
1009
Prio Wealth Limited Partnership
Massachusetts
$310K – – –
TCM
1010
Tran Capital Management
California
$307K -$301K -5,600 -49%
MHS
1011
M Holdings Securities
Oregon
$305K -$430 -8 -0.1%
ANB
1012
Amarillo National Bank
Texas
$305K – – –
CA
1013
Cetera Advisors
Colorado
$304K -$111K -2,072 -27%
HSA
1014
HBK Sorce Advisory
Pennsylvania
$302K -$3.01K -56 -1%
FBT
1015
Founders Bank & Trust
Michigan
$302K +$304K +5,664 New
AWA
1016
AmeriServ Wealth Advisors
Pennsylvania
$297K -$1.4M -26,048 -82%
ALA
1017
Atherton Lane Advisers
California
$296K -$323K -6,004 -52%
EA
1018
Emerald Advisers
Pennsylvania
$294K -$114K -2,112 -28%
SWM
1019
SVA Wealth Management
Wisconsin
$289K +$18.1K +336 +7%
SCM
1020
SOL Capital Management
Maryland
$288K +$5.8K +108 +2%
DD
1021
Dominick & Dominick
New York
$284K -$40.8K -760 -12%
ICM
1022
IMS Capital Management
Oregon
$284K +$37.6K +700 +15%
PTC
1023
Private Trust Company
Ohio
$278K +$14.8K +276 +6%
SCA
1024
Strategic Capital Alternatives
United States
$272K +$274K +5,104 New
GI
1025
Glovista Investments
New Jersey
$268K – – –
39 40
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