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Name Holding Trade Value Shares
Change
Change in
Stake
BA
701
BKS Advisors
Michigan
$554K -$16.6K -4,000 -3%
WT
702
Whittier Trust
California
$549K
IWM
703
IHT Wealth Management
Illinois
$549K +$49.2K +11,840 +11%
HWA
704
HCR Wealth Advisors
California
$549K +$144K +34,680 +39%
RA
705
Rational Advisors
New York
$544K
GP
706
Girard Partners
Pennsylvania
$539K -$14.1K -3,400 -3%
VFM
707
Viking Fund Management
North Dakota
$536K
SDJVC
708
St. Denis J. Villere & Co
Louisiana
$536K +$499K +120,000 New
AFM
709
Abbot Financial Management
Massachusetts
$531K -$187K -45,000 -30%
AWA
710
Arete Wealth Advisors
Illinois
$529K +$4.16K +1,000 +0.9%
MWM
711
Meridian Wealth Management
Kentucky
$527K +$490K +117,880 New
PIM
712
Partner Investment Management
California
$522K +$108K +26,040 +29%
IP
713
Intellectus Partners
California
$521K +$2.99K +720 +0.6%
PI
714
Pettee Investors
Connecticut
$520K +$484K +116,320 New
BP
715
Ballentine Partners
Massachusetts
$519K -$71.2K -17,120 -13%
BPM
716
Bowling Portfolio Management
Ohio
$515K
MWM
717
Merriman Wealth Management
Washington
$505K +$91.6K +22,040 +24%
CL
718
CPWM LLC
Washington
$502K +$166 +40 +0%
SS
719
Sunbelt Securities
Texas
$501K +$466K +112,000 New
Brown Advisory
720
Brown Advisory
Maryland
$499K +$10.3K +2,480 +2%
GC
721
Gratry & Company
Ohio
$497K -$1.66K -400 -0.4%
TNAM
722
Terra Nova Asset Management
New York
$496K -$316K -76,000 -41%
PCA
723
Personal Capital Advisors
California
$495K -$50.4K -12,120 -10%
IUHSA
724
Itau Unibanco Holding S.A.
Brazil
$491K -$450K -108,280 -76%
LWAC
725
Laurel Wealth Advisors (California)
California
$487K +$124K +29,800 +38%