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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
1626
New England Private Wealth Advisors
Massachusetts
$314K -$102K -996 -24%
HHGA
1627
Halbert Hargrove Global Advisors
California
$313K -$106K -1,026 -24%
BFA
1628
Beaumont Financial Advisors
Massachusetts
$312K -$66.2K -644 -17%
MWM
1629
Modera Wealth Management
New Jersey
$312K +$103 +1 +0%
FCCM
1630
First City Capital Management
Georgia
$311K – – –
FNB
1631
Farmers National Bank
Kentucky
$309K -$9.67K -94 -3%
LCP
1632
Legacy Capital Partners
Wisconsin
$309K – – –
CBTWT
1633
Community Bank & Trust (Waco, Texas)
Texas
$307K – – –
GAM
1634
Gould Asset Management
California
$306K +$103 +1 +0%
AA
1635
ALPS Advisors
Colorado
$306K +$17.2K +167 +6%
PRHC
1636
P.R. Herzig & Co
New York
$305K -$188K -1,830 -37%
CP
1637
Coho Partners
Pennsylvania
$304K – – –
AAS
1638
Annex Advisory Services
Wisconsin
$303K -$710K -6,900 -69%
NP
1639
NorthRock Partners
Minnesota
$303K -$23.2K -226 -7%
ZB
1640
Zions Bancorporation
Utah
$303K +$246K +2,393 +353%
CWM
1641
Connecticut Wealth Management
Connecticut
$302K – – –
NA
1642
Nottingham Advisors
New York
$302K – – –
MPIA
1643
Mountain Pacific Investment Advisers
Idaho
$301K – – –
SAM
1644
Security Asset Management
New York
$301K – – –
SMG
1645
Spectrum Management Group
Indiana
$300K +$2.78K +27 +0.9%
KM
1646
Kalos Management
Georgia
$300K +$314K +3,051 New
SIM
1647
SSI Investment Management
California
$299K -$2.06K -20 -0.7%
TW
1648
Transform Wealth
Colorado
$299K +$14.9K +145 +5%
CAG
1649
Csenge Advisory Group
Florida
$298K +$311K +3,021 New
ACM
1650
AUA Capital Management
Pennsylvania
$297K – – –
64 65
66
67 68