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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
926
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.29M -$653K -6,459 -15%
TCOT
927
Trust Company of Toledo
Ohio
$5.29M -$31K -307 -0.8%
PWPS
928
Pinnacle Wealth Planning Services
Ohio
$5.28M -$200K -1,974 -5%
MA
929
MCF Advisors
Kentucky
$5.28M -$227K -2,243 -6%
FCH
930
Freestone Capital Holdings
Washington
$5.28M +$954K +9,431 +33%
RFA
931
ROI Financial Advisors
Oregon
$5.27M +$1.92M +18,955 +101%
HBT
932
Hills Bank & Trust
Iowa
$5.2M +$95K +939 +3%
HWMG
933
Harbour Wealth Management Group
South Carolina
$5.19M +$62.1K +614 +2%
OE
934
October Effect
Virginia
$5.16M +$3.74M +36,941 New
SPC
935
Sigma Planning Corp
Michigan
$5.14M -$167K -1,656 -4%
RC
936
Rahlfs Capital
Texas
$5.13M – – –
LFA
937
Legacy Financial Advisors
Kentucky
$5.12M +$616K +6,089 +20%
DF
938
Donoghue Forlines
Massachusetts
$5.11M +$1.93M +19,119 +109%
GIM
939
Generate Investment Management
New Zealand
$5.09M +$3.69M +36,478 New
GAM
940
Gemmer Asset Management
California
$5.08M +$2.63M +26,041 +252%
PP
941
Patten & Patten
Tennessee
$5.08M -$123K -1,220 -3%
RFMS
942
RWQ Financial Management Services
Florida
$5.07M +$3.68M +36,345 New
MHC
943
Meyer Handelman Company
New York
$5.05M -$374K -3,700 -9%
CAG
944
Csenge Advisory Group
Florida
$5.04M -$1.39M -13,743 -28%
AB
945
Atlas Brown
Kentucky
$5.02M -$167K -1,648 -4%
UOTTAIMCU
946
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.99M +$3.62M +35,773 New
LS
947
Leelyn Smith
Illinois
$4.98M -$1.14M -11,293 -24%
FIA
948
Foundations Investment Advisors
Arizona
$4.97M +$1.03M +10,219 +40%
KA
949
Kercheville Advisors
Texas
$4.94M +$3.58M +35,381 New
KI
950
Keystone Investors
Singapore
$4.93M +$3.57M +35,300 New
36 37
38
39 40