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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1901
Intersect Capital
California
$517K -$71.6K -197 -12%
BIP
1902
Blueprint Investment Partners
North Carolina
$515K +$212K +583 +65%
KMWM
1903
Keudell/Morrison Wealth Management
Oregon
$514K -$14.9K -41 -3%
CL
1904
CPWM LLC
Washington
$514K -$1.82K -5 -0.3%
B
1905
Bridgeworth
Alabama
$512K -$7.27K -20 -1%
ABTD
1906
Arvest Bank Trust Division
Oklahoma
$512K +$40.7K +112 +8%
BWM
1907
BerganKDV Wealth Management
Minnesota
$510K +$25.1K +69 +5%
SGK
1908
Steigerwald Gordon & Koch
Virginia
$509K +$20.4K +56 +4%
BPWM
1909
Badgley Phelps Wealth Managers
Washington
$507K +$530K +1,457 New
AWS
1910
AJ Wealth Strategies
New York
$506K – – –
BOS
1911
Bingham Osborn & Scarborough
California
$504K +$84.4K +232 +19%
WCM
1912
Wedge Capital Management
North Carolina
$503K +$3.27K +9 +0.6%
MPI
1913
Mairs & Power Inc
Minnesota
$500K -$381K -1,047 -42%
NB
1914
Northwest Bancshares
Pennsylvania
$500K +$52.7K +145 +11%
SIM
1915
Sonora Investment Management
Arizona
$497K +$107K +294 +26%
GAG
1916
GM Advisory Group
New York
$494K -$45.8K -126 -8%
WA
1917
WBH Advisory
Maryland
$494K – – –
WAAG
1918
Wealth Alliance Advisory Group
Kansas
$493K +$9.82K +27 +2%
MC
1919
Matisse Capital
Oregon
$492K – – –
AIM
1920
Aigen Investment Management
New York
$491K +$514K +1,413 New
UIA
1921
UBP Investment Advisors
Switzerland
$490K -$247K -680 -32%
NJBEST
1922
New Jersey Better Educational Savings Trust
New Jersey
$490K – – –
GIP
1923
Granite Investment Partners
California
$490K +$3.64K +10 +0.7%
ICM
1924
IMS Capital Management
Oregon
$490K +$16.4K +45 +3%
WDG
1925
Wealth Dimensions Group
Ohio
$490K +$181K +499 +55%
75 76
77
78 79