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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
851
Welch Group
Alabama
$4.45M +$420K +8,766 +9%
HI
852
Horizon Investments
North Carolina
$4.44M -$4.24M -88,566 -46%
LFAS
853
Level Four Advisory Services
Texas
$4.43M +$4.64K +97 +0.1%
PSP
854
Principal Street Partners
Tennessee
$4.4M -$38.2K -797 -0.8%
CT
855
Caldwell Trust
Florida
$4.38M +$25.3K +528 +0.5%
RIM
856
Redpoint Investment Management
Australia
$4.37M – – –
FF
857
Fluent Financial
Texas
$4.36M +$171K +3,574 +4%
B
858
Bailard
California
$4.35M +$1.62M +33,905 +50%
WAM
859
Wolverine Asset Management
Illinois
$4.35M +$4.41M +92,111 +936%
PCTC
860
Perkins Coie Trust Company
Washington
$4.34M +$253K +5,289 +5%
CWM
861
C2C Wealth Management
Arizona
$4.33M -$127K -2,649 -3%
WCWM
862
Willow Creek Wealth Management
California
$4.33M – – –
CCM
863
Canal Capital Management
Virginia
$4.31M +$441K +9,210 +10%
VFM
864
Viking Fund Management
North Dakota
$4.31M +$670K +14,000 +16%
MIAN
865
Mariner Independent Advisor Network
Kansas
$4.3M +$438K +9,158 +10%
BTWM
866
Baker Tilly Wealth Management
Wisconsin
$4.29M +$1.17M +24,492 +32%
WI
867
Wintrust Investments
Illinois
$4.28M -$386K -8,071 -7%
PG
868
Pendal Group
Australia
$4.27M +$3.58M +74,795 +294%
PIM
869
Penobscot Investment Management
Massachusetts
$4.27M -$470K -9,810 -9%
CL
870
CPWM LLC
Washington
$4.26M -$3.79M -79,197 -44%
CCT
871
Chemung Canal Trust
New York
$4.26M -$1.75M -36,525 -27%
CNC
872
Canandaigua National Corp
New York
$4.26M -$312K -6,509 -6%
HL
873
HeadInvest LLC
Maine
$4.26M +$1.63K +34 +0%
AG
874
Ascent Group
Virginia
$4.23M +$158K +3,298 +4%
MA
875
Menlo Advisors
California
$4.19M – – –
33 34
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