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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
901
Burney Company
Virginia
$306K +$17K +1,213 +5%
PWA
902
Providence Wealth Advisors
Illinois
$304K -$63K -4,500 -17%
CI
903
Conning Inc
Connecticut
$304K -$58.5K -4,180 -13%
WG
904
Welch Group
Alabama
$301K +$210 +15 +0.1%
XF
905
XML Financial
Maryland
$301K +$126K +8,982 +50%
SFM
906
Spartan Fund Management
Canada
$301K +$375K +26,800 New
MCP
907
Mirador Capital Partners
California
$300K +$374K +26,746 New
SG
908
Stonnington Group
California
$296K -$373K -26,625 -52%
SBL
909
Sargent Bickham Lagudis
Colorado
$296K +$50.1K +3,580 +16%
GC
910
Gilbert & Cook
Iowa
$295K +$316K +22,575 New
WCA
911
Westover Capital Advisors
Delaware
$293K +$93.8K +6,700 +34%
FMTC
912
Farmers & Merchants Trust Company
California
$292K +$3.18K +227 +0.9%
E
913
Ergoteles
New York
$291K -$22.4K -1,601 -6%
RC
914
Reik & Co
New York
$291K – – –
LWCFA
915
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$291K +$7.56K +540 +2%
SVWAG
916
Sound View Wealth Advisors Group
Georgia
$291K +$67.5K +4,823 +23%
ASFA
917
All Season Financial Advisors
Colorado
$291K +$363K +25,945 New
KIA
918
KCM Investment Advisors
California
$290K -$9.13K -652 -2%
BMC
919
Beaton Management Company
Massachusetts
$290K – – –
SIM
920
Sentry Investment Management
Wisconsin
$290K – – –
GI
921
Gradient Investments
Minnesota
$289K +$85.3K +6,096 +31%
MWPCG
922
Measured Wealth Private Client Group
New Hampshire
$289K +$361K +25,762 New
CT
923
Clearstead Trust
Maine
$289K +$362K +25,838 New
MBT
924
Montecito Bank & Trust
California
$288K +$1.41K +101 +0.4%
FNT
925
First National Trust
Pennsylvania
$288K +$10.5K +751 +3%
35 36
37
38 39