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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1251
Goelzer Investment Management
Indiana
$641K – – –
CFMC
1252
Curbstone Financial Management Corp
New Hampshire
$641K +$44.6K +200 +7%
CTA
1253
Colonial Trust Advisors
South Carolina
$639K -$42.4K -190 -6%
PAS
1254
Park Avenue Securities
New York
$638K +$98.1K +440 +18%
SCM
1255
Schnieders Capital Management
California
$637K -$36.8K -165 -5%
TC
1256
TwinBeech Capital
New York
$635K +$644K +2,886 New
WG
1257
Welch Group
Alabama
$632K +$44.6K +200 +7%
GKWIM
1258
Gerber Kawasaki Wealth & Investment Management
California
$630K -$352K -1,577 -35%
BOS
1259
Bingham Osborn & Scarborough
California
$630K +$10K +45 +2%
CWP
1260
Capital Wealth Planning
Florida
$626K -$370K -1,660 -37%
WA
1261
Winfield Associates
Ohio
$625K – – –
MIM
1262
Marco Investment Management
Georgia
$624K – – –
WC
1263
Woodstock Corp
Massachusetts
$622K – – –
RIA
1264
Regal Investment Advisors
Michigan
$620K -$33.2K -149 -5%
LWMG
1265
Levy Wealth Management Group
Pennsylvania
$618K – – –
SIMM
1266
Stillwater Investment Management (Minnesota)
Minnesota
$618K – – –
DWM
1267
Doyle Wealth Management
Florida
$616K +$26.8K +120 +4%
SWA
1268
Sax Wealth Advisors
New Jersey
$614K – – –
PIM
1269
Penobscot Investment Management
Massachusetts
$613K -$21.6K -97 -3%
TCM
1270
Tufton Capital Management
Maryland
$613K +$58K +260 +10%
VA
1271
Valmark Advisers
Ohio
$612K -$21.4K -96 -3%
RCA
1272
Resonant Capital Advisors
Wisconsin
$612K +$9.14K +41 +1%
CAG
1273
Csenge Advisory Group
Florida
$612K +$34.6K +155 +6%
PWM
1274
Perigon Wealth Management
California
$611K -$257K -1,151 -29%
PCM
1275
Parsons Capital Management
Rhode Island
$610K +$76K +341 +14%
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