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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
451
WhitTier Trust Company
Nevada
$727K +$67.2K +2,672 +12%
DIM
452
DC Investments Management
Virginia
$725K +$641K +25,480 New
FBFS
453
First Business Financial Services
Wisconsin
$719K -$8.32K -331 -1%
Baird Financial Group
454
Baird Financial Group
Wisconsin
$716K -$1.51M -60,220 -71%
CCMG
455
Clark Capital Management Group
Pennsylvania
$716K +$25.3K +1,008 +4%
CA
456
Cornerstone Advisors
North Carolina
$711K -$352K -14,000 -36%
BFA
457
Benedict Financial Advisors
Georgia
$703K +$81.7K +3,251 +15%
V
458
Veritable
Delaware
$700K +$47K +1,870 +8%
CICI
459
Capital Investment Counsel Inc
North Carolina
$697K -$22.6K -900 -4%
BF
460
BOK Financial
Oklahoma
$691K -$18K -715 -3%
HW
461
Hedeker Wealth
Illinois
$678K +$629 +25 +0.1%
LWM
462
Lenox Wealth Management
Ohio
$676K +$120K +4,765 +25%
Cerity Partners
463
Cerity Partners
New York
$670K +$94.7K +3,768 +19%
GH
464
GAM Holding
Switzerland
$656K +$106K +4,210 +22%
BA
465
Boston Advisors
Massachusetts
$648K -$96.6K -3,840 -14%
JIM
466
Jensen Investment Management
Oregon
$642K
DC
467
Davenport & Co
Virginia
$640K -$5.86K -233 -1%
YMRC
468
Yorktown Management & Research Company
Virginia
$637K +$563K +22,400 New
SBWM
469
Sunflower Bank Wealth Management
Arizona
$636K -$29.2K -1,160 -5%
GT
470
Greenleaf Trust
Michigan
$630K +$145K +5,748 +35%
DI
471
Diligent Investors
California
$627K -$51.1K -2,033 -8%
AP
472
Advisor Partners
California
$621K +$95.6K +3,803 +21%
HSA
473
HBK Sorce Advisory
Pennsylvania
$620K +$31.7K +1,262 +6%
CGI
474
CI Global Investments
California
$618K +$546K +21,720 New
AWA
475
Arete Wealth Advisors
Illinois
$611K +$101 +4 +0%