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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1426
Donaldson Capital Management
Indiana
$826K – – –
VBCG
1427
Valley Brook Capital Group
Pennsylvania
$824K – – –
DWA
1428
Douglass Winthrop Advisors
New York
$822K +$33K +338 +4%
BP
1429
Ballentine Partners
Massachusetts
$821K -$16.1K -165 -2%
SCM
1430
Shelton Capital Management
Colorado
$818K – – –
WPC
1431
Wedmont Private Capital
Pennsylvania
$818K +$49.5K +507 +6%
JF
1432
Joule Financial
Kentucky
$818K +$861K +8,825 New
IAMOG
1433
Investors Asset Management of Georgia
Georgia
$817K -$30.5K -313 -3%
TF
1434
Tompkins Financial
New York
$817K – – –
AT
1435
American Trust
Kentucky
$815K +$32.5K +333 +4%
OWA
1436
Outlook Wealth Advisors
Texas
$813K +$22.6K +232 +3%
BCWM
1437
Bartlett & Co Wealth Management
Ohio
$810K +$15.4K +158 +2%
BFS
1438
Bickling Financial Services
Massachusetts
$810K +$4.98K +51 +0.6%
BC
1439
Bartlett & Co
Ohio
$810K +$15.4K +158 +2%
AT
1440
Arden Trust
Delaware
$808K -$325K -3,326 -28%
VWA
1441
V Wealth Advisors
Kansas
$808K +$22.1K +226 +3%
CA
1442
CGN Advisors
Kansas
$808K +$145K +1,486 +21%
RCM
1443
Raleigh Capital Management
North Carolina
$803K +$70.4K +721 +9%
WC
1444
Westhampton Capital
North Carolina
$800K +$4.88K +50 +0.6%
IRC
1445
Investors Research Corp
Georgia
$797K -$6.15K -63 -0.7%
BMCM
1446
Burns Matteson Capital Management
New York
$796K +$838K +8,587 New
ARC
1447
Advisor Resource Council
Texas
$795K +$837K +8,573 New
PAM
1448
Palisade Asset Management
Minnesota
$794K -$2.34K -24 -0.3%
WP
1449
WMS Partners
Maryland
$790K -$136K -1,392 -14%
GPA
1450
Garrison Point Advisors
California
$790K – – –
56 57
58
59 60