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Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
2151
West Coast Financial
California
$259K +$13.1K +60 +6%
EAM
2152
Evanson Asset Management
California
$258K -$3.06K -14 -1%
MCG
2153
McCollum Christoferson Group
New York
$258K – – –
MC
2154
Montag & Caldwell
Georgia
$255K +$21.9K +100 +10%
FIM
2155
Fernwood Investment Management
Massachusetts
$254K +$239K +1,094 New
GIA
2156
Gladstone Institutional Advisory
Florida
$253K -$94.4K -432 -28%
PEA
2157
Pacific Edge Advisors
California
$253K – – –
GWM
2158
GSB Wealth Management
Connecticut
$252K – – –
CPIG
2159
Chicago Partners Investment Group
Illinois
$251K +$21K +96 +10%
GT
2160
Glenmede Trust
Pennsylvania
$249K -$6.6M -30,214 -3%
CF
2161
Corrigan Financial
Rhode Island
$249K – – –
LA
2162
LexAurum Advisors
Kansas
$246K +$219 +1 +0.1%
NFG
2163
NewFocus Financial Group
Washington
$246K +$231K +1,059 New
MC
2164
Mathes Company
New York
$244K – – –
CAGAS
2165
Capital Advisory Group Advisory Services
Minnesota
$243K -$117K -535 -34%
EWM
2166
Edge Wealth Management
New York
$243K +$656 +3 +0.3%
PCS
2167
Personal CFO Solutions
New Jersey
$243K +$229K +1,046 New
CCM
2168
Colorado Capital Management
Colorado
$242K -$13.1K -60 -5%
VCM
2169
Vision Capital Management
Oregon
$242K – – –
AIA
2170
Alera Investment Advisors
Illinois
$242K +$5.9K +27 +3%
DAC
2171
Dividend Assets Capital
South Carolina
$242K +$14.2K +65 +7%
MC
2172
Machina Capital
France
$240K -$647K -2,958 -74%
LD
2173
Lipe & Dalton
New York
$240K -$6.34K -29 -3%
WA1
2174
Wimmer Associates 1
California
$240K – – –
OA
2175
Oxbow Advisors
Texas
$239K – – –
85 86
87
88 89