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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWD
851
Osborn Williams & Donohoe
Ohio
$1.35M +$42.8K +230 +3%
BJL
852
Brighton Jones LLC
Washington
$1.35M +$68.3K +367 +6%
ACI
853
Alpha Cubed Investments
California
$1.34M +$668K +3,587 +112%
IH
854
IFC Holdings
Florida
$1.34M -$274K -1,474 -18%
HCA
855
Harbour Capital Advisors
Virginia
$1.34M -$71.7K -385 -5%
WJA
856
Williams Jones & Associates
New York
$1.33M +$54.2K +291 +5%
SC
857
Savant Capital
Illinois
$1.33M -$43.9K -236 -3%
HSA
858
HBK Sorce Advisory
Pennsylvania
$1.33M +$1.25M +6,712 New
CWM
859
Connecticut Wealth Management
Connecticut
$1.32M -$93.1K -500 -7%
ITIM
860
Indiana Trust & Investment Management
Indiana
$1.31M +$6.7K +36 +0.5%
WAM
861
Wealthspire Advisors (Maryland)
Maryland
$1.3M -$73.7K -396 -6%
ZCA
862
Zeke Capital Advisors
Pennsylvania
$1.3M +$238K +1,277 +24%
CAM
863
Cypress Asset Management
Texas
$1.29M +$781K +4,195 +179%
GT
864
Glenview Trust
Kentucky
$1.29M -$9.31K -50 -0.8%
GAMC
865
Garner Asset Management Corp
Texas
$1.29M +$1.21M +6,522 New
CT
866
Cambridge Trust
Massachusetts
$1.28M -$433K -2,325 -26%
DPIM
867
Duff & Phelps Investment Management
Illinois
$1.28M -$85.6K -460 -7%
SCM
868
Sterneck Capital Management
Missouri
$1.27M -$825K -4,430 -41%
KF
869
Krilogy Financial
Missouri
$1.27M -$20.7K -111 -2%
SCM
870
SOL Capital Management
Maryland
$1.26M -$37.2K -200 -3%
HTC
871
Haverford Trust Company
Pennsylvania
$1.25M +$151K +812 +15%
AP
872
Appleton Partners
Massachusetts
$1.24M +$182K +977 +18%
TW
873
Transform Wealth
Colorado
$1.23M +$1.16M +6,223 New
FSA
874
Franklin Street Advisors
North Carolina
$1.22M – – –
RBC
875
Ronald Blue & Co
Georgia
$1.22M -$178K -955 -13%
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