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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1076
Sequoia Financial Advisors
Ohio
$281K +$4.79K +50 +2%
PSC
1077
Prentiss Smith & Co
Vermont
$280K – – –
MCM
1078
MAI Capital Management
Ohio
$277K – – –
BB
1079
Bell Bank
North Dakota
$271K -$13.4K -140 -5%
FMII
1080
Farmers & Merchants Investments Inc
Nebraska
$271K +$9.68K +101 +4%
JMFC
1081
J.M. Forbes & Co
Massachusetts
$266K +$6.23K +65 +3%
OCM
1082
One Capital Management
California
$264K – – –
MRCM
1083
M&R Capital Management
New Jersey
$264K +$26.4K +275 +12%
AHC
1084
Adell Harriman & Carpenter
Texas
$260K – – –
FANJ
1085
Financial Architects (New Jersey)
New Jersey
$260K -$41.4K -432 -14%
HB
1086
Homrich & Berg
Georgia
$260K +$767 +8 +0.3%
RMDI
1087
R.M. Davis Inc
Maine
$257K +$12K +125 +5%
FMWA
1088
Forvis Mazars Wealth Advisors
Missouri
$256K +$241K +2,515 New
PHAM
1089
Palisades Hudson Asset Management
Florida
$255K – – –
AA
1090
Ancora Advisors
Ohio
$255K +$4.79K +50 +2%
DDC
1091
Daniel Devine & Co
Florida
$253K +$238K +2,485 New
ED
1092
Exane Derivatives
France
$250K -$173K -1,800 -42%
KF
1093
Krilogy Financial
Missouri
$249K +$5.85K +61 +3%
ACI
1094
Alpha Cubed Investments
California
$246K +$9.59K +100 +4%
SBSB
1095
Sullivan, Bruyette, Speros & Blaney
Virginia
$243K -$11.9K -124 -5%
DIA
1096
Dana Investment Advisors
Wisconsin
$241K -$27.6K -288 -11%
BSW
1097
Buckingham Strategic Wealth
Missouri
$239K -$66.4K -693 -23%
CIA
1098
Choate Investment Advisors
Massachusetts
$234K +$221K +2,301 New
EHC
1099
Everett Harris & Co
California
$231K +$218K +2,270 New
AAM
1100
American Asset Management
Florida
$229K +$216K +2,250 New
42 43
44
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