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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Confluence Wealth Management
Oregon
$1.48M -$162K -2,818 -11%
N
777
Natixis
France
$1.48M -$17.6M -306,148 -93%
CTA
778
Chesley Taft & Associates
Illinois
$1.46M -$1.79M -31,057 -57%
QI
779
QS Investors
New York
$1.46M -$72.1K -1,254 -5%
OIA
780
Optimum Investment Advisors
Illinois
$1.44M -$65K -1,130 -5%
CWM
781
CMH Wealth Management
New Hampshire
$1.44M -$41.1K -715 -3%
GWM
782
Geneos Wealth Management
Colorado
$1.42M -$62.7K -1,091 -5%
BA
783
Bristlecone Advisors
Washington
$1.38M -$184K -3,198 -13%
DP
784
Dearborn Partners
Illinois
$1.38M +$54.6K +949 +5%
AWP
785
Ascent Wealth Partners
New York
$1.37M +$31K +539 +3%
PT
786
Plimoth Trust
Massachusetts
$1.37M +$1.26M +21,833 New
NIA
787
Northstar Investment Advisors
Colorado
$1.35M -$30.8K -536 -2%
RSS
788
Rosenblum Silverman Sutton
California
$1.35M -$544K -9,470 -31%
BBHC
789
Brown Brothers Harriman & Co
New York
$1.34M +$164K +2,844 +15%
RCM
790
Riverhead Capital Management
Delaware
$1.34M +$103K +1,790 +9%
SB
791
Simmons Bank
Arkansas
$1.33M -$56.5K -982 -4%
WAM
792
Wealthspire Advisors (Maryland)
Maryland
$1.31M -$82.5K -1,435 -6%
KFA
793
Kelleher Financial Advisors
New York
$1.31M +$1.2M +20,900 New
BAM
794
Barrett Asset Management
New York
$1.31M +$306K +5,325 +34%
WA
795
Wealth Architects
California
$1.29M -$1.38K -24 -0.1%
HAG
796
HighPoint Advisor Group
Illinois
$1.29M +$678K +11,800 +150%
FG
797
Fiduciary Group
Georgia
$1.29M -$47.5K -827 -4%
CBTWT
798
Community Bank & Trust (Waco, Texas)
Texas
$1.29M -$2.88K -50 -0.2%
PFS
799
Prospera Financial Services
Texas
$1.28M -$73.4K -1,277 -6%
BAC
800
Boys Arnold & Co
North Carolina
$1.27M +$57 +1 +0%
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