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Name Holding Trade Value Shares
Change 		Change in
Stake
IWMPD
851
Integrated Wealth Management (Palm Desert)
California
$719K -$114K -1,599 -14%
SWP
852
Stratos Wealth Partners
Ohio
$716K +$79.9K +1,122 +13%
PIM
853
Penobscot Investment Management
Massachusetts
$714K -$50.6K -710 -7%
BWFM
854
Bridgewater Wealth & Financial Management
Maryland
$714K -$10.9K -153 -2%
WC
855
Whitnell & Co
Illinois
$712K +$71 +1 +0%
GC
856
Grimes & Company
Massachusetts
$711K – – –
VFA
857
Voya Financial Advisors
Connecticut
$708K -$6.91K -97 -1%
FPCG
858
Fort Pitt Capital Group
Pennsylvania
$706K +$142 +2 +0%
PFBT
859
Parkside Financial Bank & Trust
Missouri
$704K – – –
BIM
860
Baldwin Investment Management
Pennsylvania
$701K -$38.5K -540 -5%
RIM
861
Reliant Investment Management
Tennessee
$694K – – –
CGT
862
Capital Guardian Trust
California
$692K -$355K -4,991 -35%
ACP
863
Ashfield Capital Partners
California
$688K – – –
MJP
864
Michael J. Puzo
$680K – – –
MPIA
865
Mountain Pacific Investment Advisers
Idaho
$680K – – –
ICOA
866
Investment Centers of America
North Dakota
$677K -$287K -4,026 -30%
MPI
867
Mairs & Power Inc
Minnesota
$674K – – –
TIM
868
Thompson Investment Management
Wisconsin
$672K -$14.2K -200 -2%
SIA
869
Starfire Investment Advisers
Michigan
$668K +$427 +6 +0.1%
ACP
870
Aviance Capital Partners
Florida
$666K -$3.49K -49 -0.5%
HT
871
HighTower Trust
Texas
$661K +$12.5K +175 +2%
AB
872
AT Bancorp
Iowa
$653K -$14.2K -200 -2%
KFP
873
Keystone Financial Planning
Ohio
$644K – – –
MMPW
874
Mitchell McLeod Pugh & Williams
Alabama
$644K – – –
NAMP
875
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$643K -$28.5K -400 -4%
33 34
35
36 37