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Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
1026
Douglas Lane & Associates
New York
$367K -$10.4K -186 -3%
KJHP
1027
K.J. Harrison & Partners
Ontario, Canada
$365K – – –
BSW
1028
Buckingham Strategic Wealth
Missouri
$362K +$10.8K +193 +3%
BPB
1029
Badgley, Phelps & Bell
Washington
$357K -$50.5K -900 -12%
FPFS
1030
First Personal Financial Services
North Carolina
$353K -$17.7K -316 -4%
ACI
1031
Alpha Cubed Investments
California
$352K +$17.5K +312 +5%
LAIC
1032
Lederer & Associates Investment Counsel
California
$352K +$47.7K +850 +14%
UBWV
1033
United Bank (West Virginia)
West Virginia
$349K -$19.3K -343 -5%
BHIA
1034
Birch Hill Investment Advisors
Massachusetts
$349K – – –
WG
1035
Winton Group
United Kingdom
$348K -$202K -3,606 -35%
NDSI
1036
Newman Dignan & Sheerar Inc
Rhode Island
$348K – – –
HA
1037
Hamel Associates
New Jersey
$345K -$50.5K -900 -12%
LDB
1038
Lee, Danner & Bass
Tennessee
$344K +$38.2K +681 +11%
SMC
1039
Smith, Moore & Co
Missouri
$342K +$105K +1,875 +40%
AT
1040
Argent Trust
Texas
$340K -$94.2K -1,678 -20%
MSR
1041
Main Street Research
Connecticut
$340K -$36.5K -650 -9%
KF
1042
Krilogy Financial
Missouri
$339K -$103K -1,838 -22%
KWMG
1043
King Wealth Management Group
Florida
$339K +$112 +2 +0%
KWM
1044
Kingsview Wealth Management
Oregon
$338K +$124K +2,201 +51%
FNB
1045
Farmers National Bank
Kentucky
$335K -$81.1K -1,445 -18%
LNC
1046
Lincoln National Corp
Pennsylvania
$335K +$9.71K +173 +3%
NME
1047
Notis-McConarty Edward
$333K – – –
VIA
1048
Vantage Investment Advisors
Pennsylvania
$333K +$24.4K +435 +7%
SCI
1049
S&CO Inc
Massachusetts
$332K – – –
WAM
1050
Wallington Asset Management
Indiana
$332K – – –
40 41
42
43 44