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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1126
First Foundation Advisors
California
$939K +$74.5K +1,890 +9%
CPA
1127
Court Place Advisors
Maryland
$936K +$894K +22,664 New
BOS
1128
Bank of Stockton
California
$933K -$17.7K -450 -2%
GW
1129
GW & Wade
Massachusetts
$928K +$8.87K +225 +1%
MC
1130
Middleton & Co
Massachusetts
$923K -$85.3K -2,162 -9%
JFGIW
1131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$534K -13,549 -38%
KFS
1132
Kurt F. Somerville
$922K – – –
TYCC
1133
Texas Yale Capital Corp
Florida
$922K – – –
ACP
1134
Ashfield Capital Partners
California
$918K +$789 +20 +0.1%
SFSG
1135
Stearns Financial Services Group
North Carolina
$918K +$25.6K +648 +3%
LCM
1136
LVM Capital Management
Michigan
$914K -$65.6K -1,662 -7%
TSW
1137
Thompson Siegel & Walmsley
Virginia
$907K +$135K +3,425 +18%
CAM
1138
Carret Asset Management
New York
$901K -$48.1K -1,220 -5%
BONST
1139
Bank of Nova Scotia Trust
Ontario, Canada
$895K -$154K -3,906 -15%
MWAC
1140
Mariner Wealth Advisors (Cincinnati)
Ohio
$894K +$190K +4,809 +29%
GLI
1141
Guardian Life Insurance
New York
$889K -$970K -24,606 -53%
DBG
1142
De Burlo Group
Massachusetts
$888K +$232K +5,886 +38%
DAM
1143
Doheny Asset Management
California
$886K -$59.2K -1,500 -7%
BFPW
1144
BOK Financial Private Wealth
Colorado
$886K – – –
AII
1145
AGF Investments Inc
Ontario, Canada
$885K +$844K +21,400 New
LOCC
1146
Lombard Odier & Cie (Canada)
Quebec, Canada
$885K +$846K +21,440 New
KC
1147
Kingfisher Capital
North Carolina
$883K +$3.31K +84 +0.4%
PFA
1148
Paradigm Financial Advisors
Missouri
$883K +$843K +21,379 New
RHBC
1149
R.H. Bluestein & Co
Michigan
$877K -$304K -7,706 -27%
BB
1150
Busey Bank
Illinois
$877K +$22.9K +580 +3%
44 45
46
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