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Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
826
Camden National Bank
Maine
$227K +$229K +2,000 New
FNFDCM
827
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$226K – – –
LFA
828
Legacy Financial Advisors
Kentucky
$226K +$1.83K +16 +0.8%
DT
829
Diversified Trust
Tennessee
$225K -$4.57K -40 -2%
IC
830
Intersect Capital
California
$225K +$457 +4 +0.2%
ACM
831
Azimuth Capital Management
Michigan
$222K – – –
BJL
832
Brighton Jones LLC
Washington
$221K -$48.5K -424 -18%
HCM
833
Hutchinson Capital Management
California
$221K – – –
SICM
834
Sustainable Insight Capital Management
New York
$221K – – –
ST
835
Smithfield Trust
Pennsylvania
$220K -$10.3K -90 -4%
CMBA
836
C.M. Bidwell & Associates
Hawaii
$219K -$43.5K -381 -16%
BPWA
837
Beacon Pointe Wealth Advisors
California
$218K -$18.2K -159 -8%
FRM
838
Fox Run Management
Connecticut
$218K +$219K +1,920 New
QCM
839
Quantinno Capital Management
New York
$215K +$217K +1,895 New
WWM
840
Western Wealth Management
Colorado
$213K +$914 +8 +0.4%
FAIM
841
Financial Advocates Investment Management
Washington
$212K -$9.03K -79 -4%
FNBT
842
FineMark National Bank & Trust
Florida
$212K +$5.49K +48 +3%
PMG
843
ProVise Management Group
Florida
$211K – – –
TTWM
844
TCV Trust & Wealth Management
Virginia
$210K -$25.7K -225 -11%
CA
845
Calton & Associates
Florida
$210K -$7.31K -64 -3%
SBSB
846
Sullivan, Bruyette, Speros & Blaney
Virginia
$210K – – –
MMG
847
Monetary Management Group
Missouri
$209K -$40.9K -358 -16%
HFM
848
Hartford Financial Management
Connecticut
$209K – – –
ISL
849
Ingalls & Snyder LLC
New York
$209K – – –
KJHP
850
K.J. Harrison & Partners
Ontario, Canada
$209K – – –
32 33
34
35 36