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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1126
Northeast Investment Management
Massachusetts
$804K – – –
WC
1127
Weil Company
California
$802K – – –
OIM
1128
Orca Investment Management
Oregon
$800K -$3.12K -15 -0.4%
SP
1129
Symmetry Partners
Connecticut
$799K – – –
IVP
1130
Intrinsic Value Partners
Arizona
$798K -$9.97K -48 -1%
MFWP
1131
Mosaic Family Wealth Partners
Missouri
$795K -$1.25K -6 -0.2%
GSIAS
1132
Garden State Investment Advisory Services
New Jersey
$794K +$6.86K +33 +0.9%
FAG
1133
Financial Advisory Group
Texas
$794K – – –
BTW
1134
Boston Trust Walden
Massachusetts
$792K -$20.8K -100 -3%
EBT
1135
Enterprise Bank & Trust
Massachusetts
$792K -$416 -2 -0.1%
AHC
1136
Adell Harriman & Carpenter
Texas
$791K +$34.7K +167 +5%
MHWM
1137
Montz Harcus Wealth Management
Louisiana
$790K -$31.4K -151 -4%
EF
1138
Empowered Funds
Pennsylvania
$788K +$771K +3,711 New
PAS
1139
Professional Advisory Services
Florida
$785K – – –
NB
1140
Nicolet Bankshares
Wisconsin
$782K +$78.5K +378 +8%
NAM
1141
NTV Asset Management
West Virginia
$781K +$7.89K +38 +1%
CCWM
1142
Cassaday & Co Wealth Management
Virginia
$778K -$19.1K -92 -2%
AIM
1143
Athena Investment Management
California
$776K -$1.87K -9 -0.2%
MWM
1144
Modera Wealth Management
New Jersey
$775K +$165K +795 +28%
VWA
1145
V Wealth Advisors
Kansas
$774K -$444K -2,137 -37%
IIC
1146
Integrated Investment Consultants
Michigan
$774K +$36.4K +175 +5%
MA
1147
MONECO Advisors
Connecticut
$772K -$50.3K -242 -6%
CA
1148
Cullinan Associates
Kentucky
$770K -$62.3K -300 -8%
ACI
1149
Alpha Cubed Investments
California
$767K +$96.8K +466 +15%
MFA
1150
Mayflower Financial Advisors
Massachusetts
$767K +$35.7K +172 +5%
44 45
46
47 48