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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
826
Gilbert & Cook
Iowa
$147K +$3K +304 +2%
SFG
827
SNS Financial Group
Minnesota
$147K +$32.3K +3,274 +30%
DWM
828
Doyle Wealth Management
Florida
$146K -$45.3K -4,596 -24%
BIA
829
Barry Investment Advisors
Massachusetts
$146K +$18.8K +1,904 +15%
ONST
830
Old North State Trust
North Carolina
$144K – – –
TC
831
Telemus Capital
Michigan
$143K -$286K -29,003 -65%
RG
832
Rathbones Group
United Kingdom
$143K -$122K -12,410 -47%
CCM
833
Covington Capital Management
California
$141K -$1.48K -150 -1%
CG
834
Caprock Group
Idaho
$140K +$135K +13,675 New
EWM
835
Evermay Wealth Management
Virginia
$140K +$135K +13,689 New
WTC
836
WhitTier Trust Company
Nevada
$139K – – –
KMWM
837
Keudell/Morrison Wealth Management
Oregon
$138K -$7.89K -800 -5%
TAM
838
Trust Asset Management
Texas
$138K +$11.8K +1,196 +10%
VAM
839
Verity Asset Management
North Carolina
$138K +$133K +13,500 New
ATC
840
Argent Trust Co
Tennessee
$137K -$70K -7,105 -35%
MYIA
841
Mount Yale Investment Advisors
Colorado
$137K +$5.98K +607 +4%
SMM
842
Stadion Money Management
Georgia
$136K -$62.7K -6,363 -32%
TU
843
TDAM USA
Ontario, Canada
$136K +$131K +13,290 New
FBA
844
Front Barnett Associates
Illinois
$135K – – –
S
845
Surevest
California
$135K +$130K +13,200 New
GCP
846
GSA Capital Partners
United Kingdom
$134K +$129K +13,057 New
DT
847
Diversified Trust
Tennessee
$133K – – –
NPF
848
Norris Perne & French
Michigan
$133K +$6.9K +700 +6%
SBSB
849
Sullivan, Bruyette, Speros & Blaney
Virginia
$132K -$2.11K -214 -2%
UAS
850
United Asset Strategies
New York
$131K -$7.87K -798 -6%
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35 36