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Name Holding Trade Value Shares
Change 		Change in
Stake
XF
2126
XML Financial
Maryland
$640K -$15.3K -84 -2%
GIP
2127
Greatmark Investment Partners
Georgia
$639K -$484K -2,650 -44%
OPPTF
2128
OPSEU Pension Plan Trust Fund
Ontario, Canada
$638K -$162K -889 -21%
DA
2129
Detalus Advisors
Missouri
$636K +$4.57K +25 +0.8%
FC
2130
FORA Capital
Florida
$633K +$598K +3,276 New
ATC
2131
Adirondack Trust Company
New York
$631K +$185K +1,010 +44%
RTC
2132
Riverview Trust Company
Washington
$630K -$73.1K -400 -11%
OWA
2133
One Wealth Advisors
California
$630K -$40.7K -223 -6%
CWM
2134
Connecticut Wealth Management
Connecticut
$630K -$23.9K -131 -4%
BWP
2135
BSW Wealth Partners
Colorado
$629K +$91.2K +499 +18%
PAS
2136
Partnervest Advisory Services
California
$625K -$51.5K -282 -8%
SPC
2137
Stewart & Patten Company
California
$624K – – –
ME
2138
McIlrath & Eck
Washington
$622K -$731 -4 -0.1%
CRCM
2139
Corbett Road Capital Management
Virginia
$620K +$221K +1,207 +60%
PC
2140
Permit Capital
Pennsylvania
$618K – – –
HHGA
2141
Halbert Hargrove Global Advisors
California
$612K +$17.5K +96 +3%
9WM
2142
9258 Wealth Management
Ohio
$612K +$122K +667 +27%
JF
2143
JSF Financial
California
$610K -$6.39K -35 -1%
OPA
2144
Old Port Advisors
Maine
$609K -$29.8K -163 -5%
WRM
2145
Weybosset Research & Management
Rhode Island
$607K -$36.5K -200 -6%
PMA
2146
Prudent Man Advisors
Illinois
$605K +$572K +3,132 New
EP
2147
Edgestream Partners
New Jersey
$603K -$50.1K -274 -8%
TF
2148
Tompkins Financial
New York
$603K +$6.39K +35 +1%
PWM
2149
PBMares Wealth Management
Virginia
$598K -$91.3K -500 -14%
RSC
2150
Red Spruce Capital
Pennsylvania
$594K – – –
84 85
86
87 88