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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1201
Caprock Group
Idaho
$2.34M -$73.3K -1,272 -3%
FCCM
1202
First City Capital Management
Georgia
$2.34M +$2.23M +38,727 New
OWD
1203
Osborn Williams & Donohoe
Ohio
$2.34M +$55.3K +961 +3%
MNG
1204
Manning & Napier Group
New York
$2.33M – – –
CPA
1205
Clear Perspective Advisors
Illinois
$2.33M +$1.16M +20,081 +102%
SMC
1206
Smith, Moore & Co
Missouri
$2.33M -$51.1K -888 -2%
CCC
1207
Chelsea Counsel Company
California
$2.33M -$58.2K -1,011 -3%
WPC
1208
White Pine Capital
Minnesota
$2.33M -$2.88K -50 -0.1%
HI
1209
Human Investing
Oregon
$2.32M -$66.7K -1,159 -3%
SBA
1210
Secrest Blakey & Associates
North Carolina
$2.32M +$23.7K +412 +1%
JFL
1211
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.31M +$1.25M +21,680 +131%
ARTA
1212
A.R.T. Advisors
New York
$2.31M -$1.99M -34,500 -47%
KCM
1213
Karp Capital Management
California
$2.31M +$18K +312 +0.8%
CTA
1214
Chesley Taft & Associates
Illinois
$2.31M +$81.8K +1,420 +4%
TAM
1215
Tradition Asset Management
Virginia
$2.3M +$16.8K +291 +0.8%
CA
1216
Claro Advisors
Massachusetts
$2.3M -$29.4K -511 -1%
KWMG
1217
King Wealth Management Group
Florida
$2.3M -$2.94K -51 -0.1%
AWM
1218
Altium Wealth Management
New York
$2.3M +$80.5K +1,398 +4%
GRP
1219
Global Retirement Partners
California
$2.3M +$915K +15,887 +72%
NWP
1220
Northstar Wealth Partners
Connecticut
$2.29M -$76.6K -1,330 -3%
AWM
1221
Avior Wealth Management
Nebraska
$2.28M -$52.1K -904 -2%
IHL
1222
Investment House LLC
California
$2.26M -$14.2K -246 -0.7%
MSS
1223
Mitchell Sinkler & Starr
Pennsylvania
$2.26M +$145K +2,510 +7%
GBT
1224
Grove Bank & Trust
Florida
$2.26M +$147K +2,559 +7%
FI
1225
FormulaFolio Investments
Michigan
$2.25M +$380K +6,592 +21%
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