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Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
976
M Holdings Securities
Oregon
$1.31M +$12.4K +134 +0.9%
BOH
977
Bank of Hawaii
Hawaii
$1.31M +$109K +1,181 +9%
VR
978
Viridian RIA
Washington
$1.3M -$340K -3,670 -20%
PGCM
979
Prescott Group Capital Management
Oklahoma
$1.3M – – –
BOS
980
Bingham Osborn & Scarborough
California
$1.29M -$56K -604 -4%
VFA
981
Valeo Financial Advisors
Indiana
$1.29M +$52.6K +567 +4%
MBTD
982
Mechanics Bank - Trust Department
California
$1.28M +$970K +10,466 +257%
ZCI
983
Zevenbergen Capital Investments
Washington
$1.27M +$18.5K +200 +1%
JSL
984
JT Stratford LLC
Georgia
$1.27M +$110K +1,184 +9%
SWMG
985
Strategic Wealth Management Group
Maryland
$1.26M -$33.8K -365 -2%
LC
986
LCNB Corp
Ohio
$1.26M +$130K +1,398 +11%
NFG
987
Next Financial Group
Texas
$1.26M +$229K +2,467 +21%
KMWM
988
Keudell/Morrison Wealth Management
Oregon
$1.25M -$108K -1,170 -8%
TA
989
Townsend & Associates
Colorado
$1.25M -$468K -5,053 -26%
ACM
990
Alta Capital Management
Utah
$1.24M -$46.4K -501 -3%
ARTA
991
A.R.T. Advisors
New York
$1.24M +$1.3M +14,008 New
VFM
992
Viking Fund Management
North Dakota
$1.24M -$556K -6,000 -30%
EWM
993
Executive Wealth Management
Michigan
$1.24M -$236K -2,548 -15%
CAM
994
Cidel Asset Management
Ontario, Canada
$1.24M -$218K -2,352 -14%
SFA
995
Sequoia Financial Advisors
Ohio
$1.22M -$934K -10,077 -42%
PCS
996
Personal CFO Solutions
New Jersey
$1.22M +$1.27M +13,733 New
BIAS
997
Beacon Investment Advisory Services
New Jersey
$1.22M +$838K +9,044 +192%
EF
998
Exeter Financial
Arizona
$1.21M +$24.7K +266 +2%
MA
999
Mutual Advisors
Nebraska
$1.21M -$317K -3,424 -20%
BP
1000
Ballentine Partners
Massachusetts
$1.18M +$23.2K +250 +2%
38 39
40
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