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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Confluence Wealth Management
Oregon
$2.5M -$212K -3,649 -8%
PFM
677
PacWest Financial Management
Arizona
$2.46M +$18.8K +322 +0.8%
JRP
678
Jasper Ridge Partners
California
$2.46M – – –
CHJWM
679
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.46M +$28.5K +490 +1%
MI
680
Montage Investments
Kansas
$2.45M +$2.11M +36,229 +742%
HIM
681
Hutchens Investment Management
New Hampshire
$2.43M -$871K -14,949 -27%
EWA
682
EP Wealth Advisors
California
$2.4M -$69.5K -1,193 -3%
MCWS
683
McKinley Carter Wealth Services
West Virginia
$2.38M -$524 -9 -0%
BA
684
Bristlecone Advisors
Washington
$2.38M +$103K +1,764 +5%
SIMM
685
Stillwater Investment Management (Minnesota)
Minnesota
$2.38M +$20.4K +351 +0.9%
ECM
686
Everence Capital Management
Indiana
$2.36M – – –
LGC
687
Laurel Grove Capital
California
$2.35M – – –
FWCM
688
Ferguson Wellman Capital Management
Oregon
$2.34M +$120K +2,057 +6%
SBIA
689
Sheaff Brock Investment Advisors
Indiana
$2.34M -$1.36M -23,306 -37%
WOC
690
West Oak Capital
California
$2.32M -$52.1K -895 -2%
CCM
691
Cadence Capital Management
Massachusetts
$2.29M -$75K -1,288 -3%
DIA
692
Denver Investment Advisors
Colorado
$2.27M -$3.3M -56,676 -60%
OWD
693
Osborn Williams & Donohoe
Ohio
$2.26M +$1.17M +20,112 +113%
FFSOTS
694
Fiduciary Financial Services of The Southwest
Texas
$2.22M +$24.7K +425 +1%
1GA
695
1st Global Advisors
Texas
$2.21M +$255K +4,376 +13%
RC
696
Reik & Co
New York
$2.2M +$384K +6,595 +22%
FCH
697
Freestone Capital Holdings
Washington
$2.19M -$644K -11,054 -23%
BCMO
698
Buckingham Capital Management (Ohio)
Ohio
$2.18M -$120K -2,055 -5%
LBC
699
Lowe Brockenbrough & Co
Virginia
$2.17M – – –
IB
700
Intrust Bank
Kansas
$2.11M -$56.7K -974 -3%
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