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Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
1076
Clare Market Investments
Texas
$684K +$670K +8,123 New
WIP
1077
Wellesley Investment Partners
Massachusetts
$682K -$49.5K -600 -7%
PAS
1078
Professional Advisory Services
Florida
$678K – – –
MC
1079
Montag & Caldwell
Georgia
$675K -$396K -4,800 -37%
ICM
1080
IMS Capital Management
Oregon
$674K +$143K +1,728 +28%
AF
1081
Advisornet Financial
Minnesota
$672K +$61.8K +749 +10%
CWM
1082
Cornerstone Wealth Management
Missouri
$671K +$1.12M +13,547 New
RCAG
1083
Rehmann Capital Advisory Group
Michigan
$671K +$29.9K +362 +5%
AHC
1084
Adell Harriman & Carpenter
Texas
$669K -$96.5K -1,170 -13%
KFC
1085
Klingenstein Fields & Co
New York
$664K – – –
WEC
1086
Winslow Evans & Crocker
Massachusetts
$662K +$46.2K +560 +8%
PL
1087
Plancorp LLC
Missouri
$660K +$27K +327 +4%
WT
1088
Washington Trust
Rhode Island
$658K -$9.9K -120 -1%
BWP
1089
Baldwin Wealth Partners
Massachusetts
$658K -$83 -1 -0%
NSIM
1090
North Star Investment Management
Illinois
$658K – – –
DLA
1091
Douglas Lane & Associates
New York
$658K +$52K +630 +9%
DBG
1092
De Burlo Group
Massachusetts
$657K -$776K -9,400 -55%
RPC
1093
Rossmore Private Capital
Connecticut
$657K +$56.1K +680 +10%
WIA
1094
Wealthstreet Investment Advisors
Texas
$656K – – –
CPIG
1095
Chicago Partners Investment Group
Illinois
$652K -$258K -3,129 -30%
OPTFSNA
1096
Old Point Trust & Financial Services N A
Virginia
$648K – – –
SFS
1097
Sowell Financial Services
Arkansas
$648K +$2.15K +26 +0.3%
SCM
1098
Southport Capital Management
Tennessee
$648K +$8.83K +107 +1%
PCA
1099
Personal Capital Advisors
California
$648K +$85.5K +1,036 +16%
ATPW
1100
Ashton Thomas Private Wealth
Arizona
$644K +$631K +7,652 New
42 43
44
45 46