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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
726
King Wealth Management Group
Florida
$561K +$25.7K +405 +5%
GLI
727
Guardian Life Insurance
New York
$558K +$587K +9,259 New
FIM
728
Fernwood Investment Management
Massachusetts
$556K -$256K -4,045 -30%
MIC
729
MU Investments Company
Japan
$553K -$139K -2,200 -19%
PIA
730
Peachtree Investment Advisors
Georgia
$548K – – –
EHC
731
Everett Harris & Co
California
$545K – – –
CC
732
Cipher Capital
New York
$541K -$435K -6,860 -43%
CWP
733
Capital Wealth Planning
Florida
$541K +$569K +8,984 New
GP
734
Girard Partners
Pennsylvania
$532K +$211K +3,335 +61%
SWM
735
Segment Wealth Management
Texas
$527K +$3.74K +59 +0.7%
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$527K +$510K +8,045 +1,138%
SCI
737
S&CO Inc
Massachusetts
$524K -$86.3K -1,362 -14%
QAM
738
Quantres Asset Management
Cayman Islands
$524K +$551K +8,700 New
RBC
739
Ronald Blue & Co
Georgia
$521K +$10.8K +170 +2%
TC
740
Telemus Capital
Michigan
$519K +$190K +3,000 +53%
AA
741
ALPS Advisors
Colorado
$518K +$545K +8,600 New
ACI
742
Alpha Cubed Investments
California
$517K -$2.37M -37,371 -81%
MHS
743
M Holdings Securities
Oregon
$515K -$87.6K -1,382 -14%
WF
744
Welch & Forbes
Massachusetts
$513K +$34.7K +548 +7%
MCM
745
MAI Capital Management
Ohio
$509K +$25K +394 +5%
EFS
746
Essex Financial Services
Connecticut
$508K -$130K -2,050 -20%
FHB
747
First Hawaiian Bank
Hawaii
$503K -$58.7K -927 -10%
FT
748
Fiduciary Trust
Massachusetts
$500K +$26.9K +425 +5%
OA
749
OFI Advisors
Pennsylvania
$494K +$411K +6,480 +378%
FCI
750
Financial Counselors Inc
Kansas
$492K -$760 -12 -0.1%
28 29
30
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