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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
951
WMS Partners
Maryland
$332K +$324K +11,040 New
RMSCM
952
R.M. Sincerbeaux Capital Management
New York
$331K – – –
BAM
953
Berkshire Asset Management
Pennsylvania
$330K +$74.5K +2,538 +30%
CAG
954
Crestwood Advisors Group
Massachusetts
$329K -$111K -3,764 -26%
BSW
955
Buckingham Strategic Wealth
Missouri
$329K +$12.2K +414 +4%
BCM
956
Brookstone Capital Management
Illinois
$328K -$26.4K -900 -8%
TCM
957
Tradewinds Capital Management
Washington
$328K +$3.35K +114 +1%
TTWM
958
TCV Trust & Wealth Management
Virginia
$327K – – –
SSA
959
South Street Advisors
New York
$326K – – –
PAI
960
Pittenger & Anderson Inc
Nebraska
$325K -$8.81K -300 -3%
CL
961
Choreo LLC
Illinois
$321K +$312K +10,630 New
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$320K -$24.2K -824 -7%
HSA
963
HBK Sorce Advisory
Pennsylvania
$320K +$312K +10,634 New
MCWS
964
McKinley Carter Wealth Services
West Virginia
$319K +$312K +10,612 New
WRM
965
Westport Resources Management
Connecticut
$314K – – –
JFL
966
Jarislowsky, Fraser Ltd
Quebec, Canada
$313K – – –
HTHT
967
Hemenway Trust Hemenway Trust
New Hampshire
$313K +$7.34K +250 +2%
NYLT
968
New York Life Trust
New York
$307K +$11K +376 +4%
BHIA
969
Birch Hill Investment Advisors
Massachusetts
$299K – – –
1GA
970
1st Global Advisors
Texas
$298K -$13.7K -466 -4%
CWA
971
Cypress Wealth Advisors
California
$296K +$289K +9,836 New
BAS
972
Brown Advisory Securities
Maryland
$295K +$13.5K +460 +5%
WB
973
Webster Bank
Connecticut
$294K -$59 -2 -0%
SIM
974
SSI Investment Management
California
$291K -$246K -8,388 -46%
JWM
975
Jacobus Wealth Management
Wisconsin
$289K -$88.2K -3,004 -24%
37 38
39
40 41