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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1301
Annex Advisory Services
Wisconsin
$637K -$30.6K -624 -5%
BDF
1302
Balasa Dinverno & Foltz
$630K -$35.9K -732 -6%
CAG
1303
Crestwood Advisors Group
Massachusetts
$627K -$132K -2,696 -18%
PFM
1304
Parsec Financial Management
North Carolina
$625K -$85.2K -1,740 -12%
AIA
1305
Allegis Investment Advisors
Idaho
$624K +$30.4K +621 +5%
WA
1306
Wheatland Advisors
Pennsylvania
$623K
PAM
1307
Paradigm Asset Management
New York
$619K +$601K +12,262 New
FMW
1308
Farr Miller & Washington
District of Columbia
$619K +$22K +450 +4%
TG
1309
TLP Group
Illinois
$619K +$298K +6,083 +98%
GCM
1310
Grisanti Capital Management
New York
$617K -$41.1K -839 -6%
VNA
1311
VNBTrust National Association
Virginia
$613K -$1.27K -26 -0.2%
TIA
1312
Tiemann Investment Advisors
California
$610K -$76.4K -1,560 -11%
TP
1313
Truvvo Partners
New York
$609K +$590K +12,052 New
BCP
1314
Berkeley Capital Partners
Georgia
$608K +$215K +4,381 +57%
WAM
1315
Weatherly Asset Management
California
$604K +$4.46K +91 +0.8%
HKIM
1316
Hayek Kallen Investment Management
Alabama
$603K +$172K +3,510 +42%
WA
1317
WFG Advisors
Texas
$601K +$8.42K +172 +1%
NFG
1318
Nations Financial Group
Iowa
$600K -$49.9K -1,018 -8%
WA
1319
Wealth Architects
California
$600K -$9.06K -185 -2%
OCM
1320
Osterweis Capital Management
California
$600K
SFSIG
1321
San Francisco Sentry Investment Group
California
$600K +$107K +2,189 +23%
ATC
1322
Adirondack Trust Company
New York
$592K +$3.09K +63 +0.5%
FLPIM
1323
F.L. Putnam Investment Management
Massachusetts
$591K -$1.3M -26,447 -69%
FIM
1324
Fruth Investment Management
Texas
$590K -$5.14K -105 -0.9%
EA
1325
Elm Advisors
California
$588K