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Name Holding Trade Value Shares
Change 		Change in
Stake
CNAM
701
Campbell Newman Asset Management
Wisconsin
$272K – – –
NB
702
NBT Bank
New York
$272K – – –
RDWM
703
Red Door Wealth Management
Tennessee
$272K – – –
OSAM
704
O'Shaughnessy Asset Management
Connecticut
$272K +$11.3K +375 +4%
GD
705
Grandfield & Dodd
New York
$270K – – –
TC
706
Telemus Capital
Michigan
$268K +$27.6K +915 +11%
MWM
707
Mission Wealth Management
California
$267K +$23.1K +765 +9%
CWM
708
Cornerstone Wealth Management
Missouri
$266K -$36.7K -1,215 -12%
RWB
709
RMR Wealth Builders
New Jersey
$266K – – –
MSAM
710
Moloney Securities Asset Management
Missouri
$263K +$14K +465 +6%
CA
711
Cetera Advisors
Colorado
$259K +$8.15K +270 +3%
CL
712
Choreo LLC
Illinois
$258K -$6.34K -210 -2%
PA
713
Pinnacle Associates
New York
$258K – – –
FNBT
714
FineMark National Bank & Trust
Florida
$257K +$5.89K +195 +2%
RCAG
715
Rehmann Capital Advisory Group
Michigan
$257K +$47.1K +1,560 +22%
AA
716
ALPS Advisors
Colorado
$251K -$4.98K -165 -2%
MAM
717
McLean Asset Management
Virginia
$250K +$250K +8,280 New
CWAG
718
Compton Wealth Advisory Group
Virginia
$248K -$544K -18,030 -69%
DL
719
DOHJ LLC
Washington
$248K -$6.79K -225 -3%
ABTD
720
Arvest Bank Trust Division
Oklahoma
$244K -$174K -5,760 -42%
GG
721
Gofen & Glossberg
Illinois
$244K -$4.53K -150 -2%
LSAG
722
Lake Street Advisors Group
New Hampshire
$243K +$4.53K +150 +2%
LFF
723
Level Four Financial
Texas
$242K +$242K +8,025 New
BAM
724
Berkshire Asset Management
Pennsylvania
$240K +$240K +7,950 New
MCM
725
MAI Capital Management
Ohio
$237K +$237K +7,860 New
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