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Name Holding Trade Value Shares
Change 		Change in
Stake
OWD
351
Osborn Williams & Donohoe
Ohio
$107K +$89.2K +5,050 New
WEC
352
Winslow Evans & Crocker
Massachusetts
$106K -$13.1K -740 -13%
CFG
353
CKW Financial Group
Hawaii
$95K – – –
GSC
354
G&S Capital
Colorado
$93K – – –
CI
355
CX Institutional
Indiana
$92K – – –
CCM
356
Covington Capital Management
California
$83K – – –
WWM
357
Willingdon Wealth Management
North Carolina
$83K – – –
OIA
358
Optimum Investment Advisors
Illinois
$83K +$35.3K +2,000 +100%
ME
359
McIlrath & Eck
Washington
$81K – – –
PCMK
360
Paragon Capital Management (Kansas)
Kansas
$72K +$61.8K +3,500 New
TC
361
Truvestments Capital
Florida
$71K +$60.9K +3,450 New
CFGS
362
Concourse Financial Group Securities
Alabama
$69K +$2.12K +120 +4%
RFC
363
Regions Financial Corp
Alabama
$65K +$5.3K +300 +11%
AA
364
Advisory Alpha
Michigan
$64.4K +$43.6K +2,470 New
BBHC
365
Brown Brothers Harriman & Co
New York
$64K – – –
BBNA
366
Bremer Bank National Association
Minnesota
$64K +$46.3K +2,620 New
SWP
367
Strategic Wealth Partners
Ohio
$63K – – –
TL
368
TrueWealth LLC
Georgia
$62K – – –
TCOV
369
Trust Company of Vermont
Vermont
$62K +$35.3K +2,000 +200%
CLOS
370
Compagnie Lombard Odier SCmA
Switzerland
$57K +$1.24K +70 +3%
SSB
371
Sandy Spring Bank
Maryland
$57K +$24.7K +1,400 +104%
LWM
372
Lenox Wealth Management
Ohio
$55K +$37.1K +2,100 +368%
RFA
373
Reilly Financial Advisors
California
$54K +$530 +30 +1%
WCG
374
Weaver Consulting Group
California
$54K +$30.9K +1,750 New
BCI
375
Brinker Capital Investments
Pennsylvania
$53K +$45.6K +2,580 New
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15
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