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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1626
Waverly Advisors
Alabama
$878K +$16.8K +119 +2%
AAM
1627
Autus Asset Management
Arizona
$877K -$40.5K -287 -5%
WIP
1628
Wellesley Investment Partners
Massachusetts
$873K +$114K +809 +16%
NEPPG
1629
New England Professional Planning Group
Rhode Island
$871K -$424 -3 -0.1%
PL
1630
Plancorp LLC
Missouri
$868K -$870K -6,163 -52%
FC
1631
Fayerweather Charles
$868K – – –
IA
1632
IFP Advisors
Florida
$864K -$13M -92,307 -84%
BIM
1633
Baldwin Investment Management
Pennsylvania
$862K -$1.84K -13 -0.2%
NAM
1634
Needelman Asset Management
California
$858K -$15.8K -112 -2%
SAM
1635
Shamrock Asset Management
Texas
$851K -$854K -6,044 -52%
MMG
1636
Monetary Management Group
Missouri
$849K -$11.9K -84 -1%
PAG
1637
Pinnacle Advisory Group
Maryland
$848K +$217K +1,540 +38%
CYG
1638
Clean Yield Group
Vermont
$847K -$17.2K -122 -2%
MPM
1639
Meritage Portfolio Management
Kansas
$845K -$92.9K -658 -11%
SRC
1640
Stone Run Capital
New York
$844K – – –
RWM
1641
RKL Wealth Management
Pennsylvania
$842K +$543K +3,842 +228%
PCMM
1642
Private Capital Management (Minnesota)
Minnesota
$836K -$73.6K -521 -9%
SIM
1643
SSI Investment Management
California
$834K +$141 +1 +0%
WFG
1644
Windsor Financial Group
Minnesota
$832K -$7.34K -52 -0.9%
AWP
1645
Ascent Wealth Partners
New York
$832K +$68.2K +483 +10%
PVWM
1646
Point View Wealth Management
New Jersey
$831K +$7.34K +52 +1%
LWM
1647
Lenox Wealth Management
Ohio
$829K +$209K +1,480 +37%
CS
1648
Credential Securities
$824K +$41.5K +294 +6%
CAW
1649
Cornerstone Advisors (Washington)
Washington
$822K +$117K +830 +18%
NFGCM
1650
Norman Fields Gottscho Capital Management
New York
$813K – – –
64 65
66
67 68