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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1101
Triangle Securities Wealth Management
North Carolina
$2.85M +$1.23M +10,020 +74%
NEI
1102
Northwest & Ethical Investments
Ontario, Canada
$2.83M – – –
ZIC
1103
ZWJ Investment Counsel
Georgia
$2.83M -$155K -1,258 -5%
HAIM
1104
Hunter Associates Investment Management
Pennsylvania
$2.82M -$223K -1,816 -7%
MCM
1105
Marathon Capital Management
Maryland
$2.81M +$33.3K +271 +1%
OMC
1106
Overbrook Management Corp
New York
$2.81M +$203K +1,651 +8%
PFM
1107
PacWest Financial Management
Arizona
$2.8M +$42.5K +346 +2%
KIG
1108
Kovitz Investment Group
Illinois
$2.79M -$22.5K -183 -0.8%
BSWMG
1109
Barrington Strategic Wealth Management Group
Illinois
$2.79M +$29.4K +239 +1%
JIC
1110
Joel Isaacson & Co
New York
$2.78M +$149K +1,214 +6%
IPC
1111
Independent Portfolio Consultants
Florida
$2.77M +$900K +7,316 +47%
TCOT
1112
Trust Company of Toledo
Ohio
$2.76M +$1.09M +8,870 +64%
BRM
1113
Boston Research & Management
Massachusetts
$2.76M -$32.6K -265 -1%
HB
1114
Homrich & Berg
Georgia
$2.75M +$345K +2,804 +14%
JFGIW
1115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.73M -$100K -815 -3%
RIG
1116
Renaissance Investment Group
Massachusetts
$2.73M -$210K -1,707 -7%
WA
1117
WFG Advisors
Texas
$2.73M +$14.3K +116 +0.5%
BAM
1118
Brave Asset Management
New Jersey
$2.73M -$11.6K -94 -0.4%
SWM
1119
Segment Wealth Management
Texas
$2.72M +$90.8K +738 +3%
BOCM
1120
Bontempo Ohly Capital Management
Maryland
$2.72M +$2.76M +22,483 New
WRF
1121
Waddell & Reed Financial
Kansas
$2.72M +$2.76M +22,467 New
BB
1122
Bell Bank
North Dakota
$2.72M +$91.7K +746 +3%
CFA
1123
Carroll Financial Associates
North Carolina
$2.72M -$4.18M -34,003 -59%
LH
1124
Lebenthal Holdings
New York
$2.72M +$2.76M +22,427 New
WA
1125
Wheatland Advisors
Pennsylvania
$2.71M +$411K +3,346 +18%
43 44
45
46 47