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Devon Energy
DVN

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
976
GeoWealth Management
Illinois
$210K +$186K +4,186 New
SL
977
Stevard LLC
Illinois
$209K +$185K +4,164 New
A
978
AJOVista
Massachusetts
$207K – – –
FPAS
979
Focus Partners Advisor Solutions
Missouri
$207K +$183K +4,129 New
NERM
980
New England Research & Management
Illinois
$207K -$15.5K -350 -8%
DDPIC
981
Deroy & Devereaux Private Investment Counsel
Michigan
$207K +$183K +4,116 New
IWN
982
Independent Wealth Network
Iowa
$206K +$183K +4,112 New
BBHC
983
Brown Brothers Harriman & Co
New York
$206K -$126K -2,833 -41%
SYBT
984
Stock Yards Bank & Trust
Kentucky
$206K -$71.1K -1,601 -28%
WPW
985
Waldron Private Wealth
Pennsylvania
$205K -$21.7K -489 -11%
IIM
986
INTECH Investment Management
Florida
$205K -$535K -12,061 -75%
CPW
987
Crestmont Private Wealth
Texas
$205K +$181K +4,076 New
BG
988
Bahl & Gaynor
Ohio
$204K +$181K +4,067 New
PWMG
989
Pinnacle Wealth Management Group
Michigan
$204K +$180K +4,059 New
CI
990
Conning Inc
Connecticut
$204K +$180K +4,056 New
CFD
991
Creative Financial Designs
Indiana
$203K +$128K +2,884 +248%
OA
992
Oxbow Advisors
Texas
$203K +$180K +4,046 New
FIM
993
Fruth Investment Management
Texas
$203K +$180K +4,050 New
MA
994
MCF Advisors
Kentucky
$202K +$9.54K +215 +6%
CLOS
995
Compagnie Lombard Odier SCmA
Switzerland
$201K – – –
JWM
996
JFG Wealth Management
Colorado
$201K +$178K +4,011 New
FNBTCON
997
First National Bank & Trust Co of Newtown
Pennsylvania
$201K +$178K +4,009 New
PCG
998
PFC Capital Group
California
$201K -$20K -450 -10%
JCFM
999
JBR Co Financial Management
Oklahoma
$201K +$178K +4,003 New
DWA
1000
Douglass Winthrop Advisors
New York
$201K +$178K +4,000 New
38 39
40
41 42