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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
1126
Planning Directions
Pennsylvania
$1.27M +$397K +1,155 +44%
CT
1127
Coastline Trust
Rhode Island
$1.25M +$120K +350 +10%
VCA
1128
Verdence Capital Advisors
Maryland
$1.24M -$616K -1,792 -33%
WC
1129
Weil Company
California
$1.24M +$27.5K +80 +2%
SFM
1130
Systematic Financial Management
New Jersey
$1.24M +$1.27M +3,685 New
EDRIA
1131
Edmonds Duncan Registered Investment Advisors
Kansas
$1.23M +$1.72K +5 +0.1%
MWM
1132
Mascoma Wealth Management
New Hampshire
$1.23M -$6.88K -20 -0.5%
BTW
1133
Boston Trust Walden
Massachusetts
$1.23M -$25.8K -75 -2%
BOS
1134
Bingham Osborn & Scarborough
California
$1.22M +$112K +327 +10%
MCM
1135
Matarin Capital Management
New York
$1.22M -$254K -739 -17%
JIP
1136
Jaffetilchin Investment Partners
Florida
$1.21M +$46.8K +136 +4%
MIH
1137
Madison Investment Holdings
Wisconsin
$1.21M +$354K +1,028 +40%
QAM
1138
Quantres Asset Management
Cayman Islands
$1.21M +$482K +1,400 +64%
PG
1139
Patten Group
Tennessee
$1.21M -$576K -1,675 -32%
PL
1140
Perpetual Ltd
Australia
$1.2M -$103K -300 -8%
HAG
1141
HighPoint Advisor Group
Illinois
$1.2M +$12K +35 +1%
EHC
1142
Everett Harris & Co
California
$1.2M +$22.7K +66 +2%
KFGK
1143
Keystone Financial Group (Kentucky)
Kentucky
$1.2M +$68.8K +200 +6%
PAS
1144
Professional Advisory Services
Florida
$1.19M +$3.44K +10 +0.3%
CAW
1145
Cornerstone Advisors (Washington)
Washington
$1.19M -$211K -613 -15%
EWM
1146
Evercore Wealth Management
New York
$1.19M -$58.1K -169 -5%
NEPWA
1147
New England Private Wealth Advisors
Massachusetts
$1.19M +$688 +2 +0.1%
WP
1148
WealthSource Partners
California
$1.19M +$930K +2,703 +326%
CAL
1149
Capital Analysts LLC
Pennsylvania
$1.18M -$542K -1,575 -31%
ECM
1150
Evergreen Capital Management
Washington
$1.18M -$204K -594 -14%
44 45
46
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