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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
926
Nations Financial Group
Iowa
$410K -$14.7K -316 -3%
CIC
927
Crawford Investment Counsel
Georgia
$409K -$243K -5,200 -36%
PAM
928
Private Asset Management
California
$407K -$8.39K -180 -2%
BEC
929
Blue Edge Capital
Virginia
$406K +$466 +10 +0.1%
OWD
930
Osborn Williams & Donohoe
Ohio
$404K -$98.4K -2,109 -19%
WTC
931
WhitTier Trust Company
Nevada
$404K -$12.3K -263 -3%
SHCM
932
Stokes & Hubbell Capital Management
Louisiana
$404K +$420 +9 +0.1%
BSW
933
Buckingham Strategic Wealth
Missouri
$403K +$30.8K +660 +8%
WIC
934
Wilkins Investment Counsel
Massachusetts
$402K – – –
SLF
935
Sun Life Financial
Ontario, Canada
$400K +$423K +9,063 +27,464%
MGIA
936
Moneta Group Investment Advisors
Missouri
$395K +$226K +4,840 +117%
CHJWM
937
Carlton Hofferkamp & Jenks Wealth Management
Texas
$391K -$18.6K -398 -4%
STMM
938
South Texas Money Management
Texas
$391K – – –
BCM
939
BTR Capital Management
California
$388K – – –
RG
940
Rikoon Group
New Mexico
$387K – – –
WG
941
Winton Group
United Kingdom
$385K +$116K +2,497 +40%
LWAC
942
Laurel Wealth Advisors (California)
California
$383K +$6.06K +130 +2%
CCA
943
Checchi Capital Advisers
California
$382K -$55K -1,179 -12%
CT
944
Cambridge Trust
Massachusetts
$378K -$212K -4,550 -35%
ACP
945
Ashfield Capital Partners
California
$378K -$25.4K -544 -6%
EWM
946
Edge Wealth Management
New York
$378K – – –
ECM
947
EagleClaw Capital Management
Massachusetts
$376K – – –
SOAMC
948
Spirit of America Management Corp
New York
$376K – – –
LNB
949
Ledyard National Bank
$376K +$16.8K +360 +4%
HSA
950
HBK Sorce Advisory
Pennsylvania
$376K +$399K +8,560 New
36 37
38
39 40