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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2251
West Oak Capital
California
$3.74M -$477K -7,408 -13%
MIH
2252
Meitav Investment House
Israel
$3.74M -$415K -6,452 -11%
LFA
2253
Legacy Financial Advisors
Kentucky
$3.74M -$39.4K -612 -1%
SP
2254
Symmetry Partners
Connecticut
$3.73M +$2.7M +42,020 +480%
WLIM
2255
White Lighthouse Investment Management
Massachusetts
$3.72M -$1.93M -29,976 -37%
CAS
2256
Cascadia Advisory Services
Oregon
$3.72M +$3.26M +50,684 New
SIC
2257
Samalin Investment Counsel
New York
$3.72M +$3.26M +50,652 New
OL
2258
Optas LLC
Texas
$3.72M +$3.25M +50,588 New
BCM
2259
Boltwood Capital Management
California
$3.71M -$991K -15,400 -23%
LBA
2260
Lowell Blake & Associates
Massachusetts
$3.71M +$3.25M +50,468 New
SH
2261
Svenska Handelsbanken
Sweden
$3.7M – – –
AWM
2262
Aberdeen Wealth Management
Illinois
$3.7M +$3.24M +50,400 New
AIA
2263
Arbor Investment Advisors
North Carolina
$3.7M +$126K +1,964 +4%
GCP
2264
GSA Capital Partners
United Kingdom
$3.7M +$3.24M +50,372 New
PI
2265
Pettee Investors
Connecticut
$3.69M -$3.86K -60 -0.1%
DRD
2266
Dennis R. Delaney
$3.69M -$144K -2,240 -4%
IP
2267
Intellectus Partners
California
$3.69M -$46.6K -724 -1%
FC
2268
Fayerweather Charles
$3.69M -$150K -2,336 -4%
ST
2269
Sabal Trust
Florida
$3.69M -$287K -4,456 -8%
PL
2270
Perpetual Ltd
Australia
$3.69M – – –
SIM
2271
Sterling Investment Management
Arizona
$3.68M -$71K -1,104 -2%
FL
2272
Fort LP
Maryland
$3.68M -$131K -2,036 -4%
FSC
2273
Full Sail Capital
Oklahoma
$3.67M -$442K -6,872 -13%
TC
2274
TAP Consulting
Missouri
$3.66M +$68.2K +1,060 +2%
MSFP
2275
Mark Sheptoff Financial Planning
Connecticut
$3.66M +$159K +2,464 +5%
89 90
91
92 93