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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
901
Johnson Investment Counsel
Ohio
$737K +$14.7K +83 +2%
LCP
902
Legacy Capital Partners
Wisconsin
$736K +$1.77K +10 +0.2%
HCM
903
Hollencrest Capital Management
California
$727K +$706K +3,990 New
GWS
904
Glassman Wealth Services
Virginia
$711K +$518K +2,926 +211%
CB
905
Commerce Bank
Missouri
$710K -$94.3K -533 -11%
RT
906
Rockland Trust
Massachusetts
$709K -$1.77K -10 -0.2%
1WA
907
180 Wealth Advisors
Washington
$700K +$13.3K +75 +2%
PL
908
Parkwood LLC
Ohio
$699K +$750K +4,241 New
GA
909
Gateway Advisory
New Jersey
$696K – – –
FBT
910
First Bank & Trust
South Dakota
$690K +$23.2K +131 +3%
IGM
911
Incline Global Management
New York
$687K -$76.4K -432 -9%
CCA
912
Cobblestone Capital Advisors
New York
$687K +$43.4K +245 +6%
RM
913
Resource Management
Louisiana
$686K -$61.9K -350 -8%
CIP
914
Capital Insight Partners
Arizona
$681K +$731K +4,133 New
VNA
915
Valley National Advisers
Pennsylvania
$678K +$403K +2,277 +124%
PAI
916
Pittenger & Anderson Inc
Nebraska
$669K -$3.08M -17,395 -81%
AC
917
Abbrea Capital
California
$663K +$54.9K +310 +8%
CWM
918
Circle Wealth Management
New Jersey
$661K -$963K -5,443 -58%
AFG
919
Albion Financial Group
Utah
$661K +$474K +2,677 +201%
UOC
920
UBS O'Connor
Illinois
$659K +$459K +2,591 +184%
AA
921
Apriem Advisors
California
$658K +$532K +3,005 +304%
BCA
922
Bray Capital Advisors
Florida
$657K +$511K +2,890 +263%
CAMG
923
CWA Asset Management Group
Florida
$654K +$133K +750 +23%
KJWM
924
Kiley Juergens Wealth Management
Washington
$654K +$260K +1,470 +59%
AWM
925
AllSquare Wealth Management
New York
$651K -$17.7K -100 -2%
35 36
37
38 39