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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1726
Coldstream Capital Management
Washington
$203K -$29.2K -597 -12%
DDC
1727
DF Dent & Co
Maryland
$203K -$23.7K -484 -10%
ZAM
1728
Zevin Asset Management
Massachusetts
$203K -$1.71K -35 -0.8%
BMC
1729
Benin Management Corp
Connecticut
$201K -$48.9K -1,000 -19%
WCM
1730
Wealthcare Capital Management
Virginia
$198K – – –
FIG
1731
Fusion Investment Group
Pennsylvania
$192K -$281K -5,737 -62%
CPIG
1732
Chicago Partners Investment Group
Illinois
$190K +$199K +4,060 New
OC
1733
Oakworth Capital
Alabama
$187K -$2.98K -61 -2%
AIM
1734
Acropolis Investment Management
Missouri
$186K +$34K +694 +21%
TDC
1735
Thompson Davis & Co
Virginia
$184K -$883K -18,040 -82%
BRWM
1736
B. Riley Wealth Management
Tennessee
$183K -$38.3K -782 -17%
LFR
1737
Lehman Financial Resources
Pennsylvania
$183K +$4.75K +97 +3%
IMS
1738
Index Management Solutions
Pennsylvania
$182K -$622K -12,713 -77%
AFIA
1739
America First Investment Advisors
Nebraska
$180K -$4.89K -100 -3%
KA
1740
Klingman & Associates
New York
$180K +$189K +3,863 New
JFA
1741
JNBA Financial Advisors
Minnesota
$175K +$3.67K +75 +2%
RWM
1742
Raffa Wealth Management
District of Columbia
$169K – – –
FA
1743
Financial Advantage
Maryland
$160K -$64.5K -1,318 -28%
SIG
1744
Stanford Investment Group
California
$151K +$158K +3,236 New
AP
1745
Atwood & Palmer
Missouri
$144K -$122K -2,494 -45%
IWC
1746
Integrated Wealth Counsel
California
$143K – – –
GWS
1747
Glassman Wealth Services
Virginia
$143K +$149K +3,047 New
HCM
1748
Highlander Capital Management
New Jersey
$139K +$294 +6 +0.2%
FNBSF
1749
First National Bank Sioux Falls
South Dakota
$137K +$4.89K +100 +4%
WF
1750
WealthTrust Fairport
Ohio
$130K +$56.6K +1,157 +71%
68 69
70
71 72