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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
976
IBEX Wealth Advisors
New Jersey
$899K +$873K +13,954 New
LOAME
977
Lombard Odier Asset Management (Europe)
United Kingdom
$892K – – –
BP
978
Ballentine Partners
Massachusetts
$890K +$20.4K +326 +2%
BDF
979
Balasa Dinverno & Foltz
$884K +$315K +5,038 +58%
WWM
980
Western Wealth Management
Colorado
$883K +$866K +13,834 New
MS
981
Marshall & Sullivan
Washington
$878K – – –
DPIM
982
Duff & Phelps Investment Management
Illinois
$874K -$62.6K -1,000 -7%
CHJWM
983
Carlton Hofferkamp & Jenks Wealth Management
Texas
$873K -$724K -11,574 -46%
EHWM
984
Eads & Heald Wealth Management
Georgia
$872K -$11.7K -187 -1%
LWAC
985
Laurel Wealth Advisors (California)
California
$865K -$208K -3,326 -20%
FI
986
Fosun International
China
$860K -$759K -12,120 -47%
B
987
Bailard
California
$858K +$260K +4,146 +45%
NME
988
Notis-McConarty Edward
$857K +$588K +9,400 +240%
TIM
989
Thompson Investment Management
Wisconsin
$850K -$867K -13,850 -51%
WI
990
Wintrust Investments
Illinois
$850K -$9.2K -147 -1%
EF
991
Exeter Financial
Arizona
$850K +$826K +13,197 New
PP
992
Pegasus Partners
Wisconsin
$849K – – –
MCM
993
Mengis Capital Management
Oregon
$848K -$17.5K -280 -2%
RMAM
994
Raab & Moskowitz Asset Management
New Jersey
$844K -$350K -5,599 -30%
FPS
995
Fieldpoint Private Securities
Connecticut
$844K +$45.1K +720 +6%
ODCM
996
Old Dominion Capital Management
Virginia
$843K +$19.8K +317 +2%
ZAM
997
Zevin Asset Management
Massachusetts
$841K -$95.5K -1,525 -10%
BCM
998
Brookmont Capital Management
Texas
$840K -$7.57K -121 -0.9%
AP
999
Arlington Partners
Alabama
$836K +$22.5K +360 +3%
BCM
1000
Becker Capital Management
Oregon
$830K -$74.4K -1,188 -8%
38 39
40
41 42