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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
901
Proffitt & Goodson
Tennessee
$696K -$98.8K -399 -12%
HSA
902
HBK Sorce Advisory
Pennsylvania
$687K +$102K +413 +16%
SNT
903
Security National Trust
West Virginia
$684K -$16.1K -65 -2%
FNT
904
First National Trust
Pennsylvania
$683K -$39.1K -158 -5%
CCG
905
Ceeto Capital Group
Florida
$683K – – –
GT
906
Greenleaf Trust
Michigan
$681K +$130K +525 +21%
SFFS
907
Stonehage Fleming Financial Services
Jersey
$681K +$223K +900 +43%
CMANY
908
Capital Management Associates (New York)
New York
$681K +$743K +3,000 New
BDWM
909
Brewin Dolphin Wealth Management
Ireland
$678K – – –
AC
910
Arjuna Capital
North Carolina
$675K – – –
DBRC
911
D.B. Root & Company
Pennsylvania
$673K +$52K +210 +8%
MCM
912
Mitchell Capital Management
Kansas
$673K +$196K +790 +36%
HAM
913
Highstreet Asset Management
Ontario, Canada
$667K +$92.2K +372 +15%
CA
914
Cetera Advisors
Colorado
$666K -$44.3K -179 -6%
SIP
915
Stoneridge Investment Partners
Pennsylvania
$656K – – –
MFAM
916
Motley Fool Asset Management
Virginia
$654K +$126K +507 +21%
WB
917
Webster Bank
Connecticut
$652K – – –
CWM
918
Confluence Wealth Management
Oregon
$645K – – –
AIM
919
Advantage Investment Management
Iowa
$643K – – –
HA
920
Hamel Associates
New Jersey
$641K – – –
GP
921
Girard Partners
Pennsylvania
$636K -$129K -521 -16%
TWA
922
TCI Wealth Advisors
Arizona
$636K +$6.44K +26 +0.9%
PPCM
923
Pillar Pacific Capital Management
California
$632K -$2.48K -10 -0.4%
TH
924
TCTC Holdings
Texas
$632K – – –
FWM
925
Frontier Wealth Management
Missouri
$627K +$75.6K +305 +12%
35 36
37
38 39