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Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1076
Rehmann Capital Advisory Group
Michigan
$944K +$189K +2,432 +28%
MM
1077
Midas Management
New York
$943K – – –
CTA
1078
Chesley Taft & Associates
Illinois
$941K -$56.9K -730 -6%
WCBA
1079
Weaver C. Barksdale & Associates
Tennessee
$936K – – –
LWM
1080
LBA Wealth Management
Florida
$929K -$65.8K -845 -7%
IH
1081
IFC Holdings
Florida
$929K +$96.7K +1,241 +13%
DBT
1082
Dubuque Bank & Trust
Iowa
$922K +$286K +3,667 +52%
BWP
1083
Baldwin Wealth Partners
Massachusetts
$921K -$70.7K -908 -8%
VWM
1084
Valley Wealth Managers
New Jersey
$916K +$40.9K +525 +5%
LOAMS
1085
Lombard Odier Asset Management (Switzerland)
Switzerland
$916K +$837K +10,741 New
TFA
1086
Transamerica Financial Advisors
Florida
$914K -$71.1K -912 -8%
SFA
1087
Sequoia Financial Advisors
Ohio
$914K +$33.8K +434 +4%
ECM
1088
EagleClaw Capital Management
Massachusetts
$903K +$46.7K +600 +6%
CIM
1089
Calvert Investment Management
Maryland
$892K +$203K +2,600 +33%
GRQ
1090
Gardner Russo & Quinn
Pennsylvania
$889K -$196K -2,514 -20%
SJIM
1091
St. Johns Investment Management
Florida
$887K +$53.6K +688 +7%
CTI
1092
Community Trust & Investment
Kentucky
$874K -$6.98M -89,616 -90%
WTIM
1093
Wilmington Trust Investment Management
Delaware
$873K -$150K -1,920 -16%
HSA
1094
HBK Sorce Advisory
Pennsylvania
$870K +$30.5K +392 +4%
ST
1095
Spinnaker Trust
Maine
$868K -$141K -1,809 -15%
SSWM
1096
Smith Salley Wealth Management
North Carolina
$868K +$789K +10,124 New
BJL
1097
Brighton Jones LLC
Washington
$867K +$17.2K +221 +2%
UFG
1098
United Fire Group
Iowa
$862K – – –
GP
1099
Girard Partners
Pennsylvania
$856K -$37.2K -477 -5%
TIP
1100
Torray Investment Partners
Maryland
$849K – – –
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