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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
751
Semper Trust
Pennsylvania
$217K -$28K -706 -10%
LI
752
LMCG Investments
Massachusetts
$216K +$12.9K +325 +6%
WG
753
Welch Group
Alabama
$214K +$40 +1 +0%
PMFA
754
Plante Moran Financial Advisors
Michigan
$213K +$69K +1,741 +42%
BWAM
755
Boyd Watterson Asset Management
Ohio
$212K – – –
EAM
756
Evanson Asset Management
California
$212K +$673 +17 +0.3%
NEPWA
757
New England Private Wealth Advisors
Massachusetts
$212K +$237K +5,981 New
SIM
758
Sterling Investment Management
Arizona
$211K – – –
FIM
759
Fernwood Investment Management
Massachusetts
$210K – – –
LPT
760
Legacy Private Trust
Wisconsin
$208K -$9.66K -244 -4%
WKA
761
Wilson Kemp & Associates
Michigan
$207K -$144K -3,640 -39%
IIM
762
Ipswich Investment Management
Massachusetts
$207K -$95.5K -2,411 -30%
MIAN
763
Mariner Independent Advisor Network
Kansas
$206K +$227K +5,737 New
TCOV
764
Trust Company of Vermont
Vermont
$206K +$63.5K +1,604 +39%
OAM
765
Oxford Asset Management
United Kingdom
$205K -$5.84M -147,510 -96%
DOA
766
D'Orazio & Associates
Virginia
$205K – – –
FAM
767
Fiduciary Asset Management
Missouri
$205K – – –
RMA
768
Roffman Miller Associates
Pennsylvania
$205K – – –
MCMT
769
Moon Capital Management (Tennessee)
Tennessee
$205K – – –
TWA
770
TCI Wealth Advisors
Arizona
$204K +$38.3K +968 +21%
DAC
771
Dividend Assets Capital
South Carolina
$203K -$24.2K -611 -10%
RHJA
772
Rice Hall James & Associates
California
$203K – – –
CIP
773
Convergence Investment Partners
Florida
$201K +$32.7K +825 +17%
MA
774
MCF Advisors
Kentucky
$182K – – –
RIA
775
Regal Investment Advisors
Michigan
$176K +$48.3K +1,219 +33%
29 30
31
32 33