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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1026
Columbia Capital
California
$1.18M +$1.23M +44,154 New
WOC
1027
West Oak Capital
California
$1.18M +$1.22M +44,010 New
CK
1028
Carnick & Kubik
Colorado
$1.16M +$1.2M +43,274 New
CTA
1029
Colonial Trust Advisors
South Carolina
$1.15M +$1.2M +43,111 New
AC
1030
Alley Company
Illinois
$1.15M +$1.19M +42,872 New
SSG
1031
Summit Securities Group
New York
$1.14M +$1.19M +42,765 New
WA
1032
WBH Advisory
Maryland
$1.14M +$850K +30,611 New
WIM
1033
Waverton Investment Management
United Kingdom
$1.14M +$1.18M +42,487 New
MRCM
1034
M&R Capital Management
New Jersey
$1.13M +$1.18M +42,326 New
UAS
1035
United Asset Strategies
New York
$1.13M +$1.18M +42,356 New
FM
1036
Forward Management
California
$1.11M +$1.15M +41,574 New
AW
1037
ACG Wealth
Georgia
$1.11M +$1.15M +41,534 New
MFBTD
1038
MB Financial Bank - Trust Department
Illinois
$1.11M +$1.15M +41,509 New
LI
1039
LMCG Investments
Massachusetts
$1.1M +$1.15M +41,219 New
SAA
1040
Southeast Asset Advisors
Georgia
$1.1M +$1.14M +41,141 New
IHL
1041
Investment House LLC
California
$1.09M +$1.14M +40,910 New
Arrowstreet Capital
1042
Arrowstreet Capital
Massachusetts
$1.09M +$1.14M +40,929 New
AAC
1043
Asset Advisors Corp
Georgia
$1.09M +$1.14M +40,867 New
CCMG
1044
Clark Capital Management Group
Pennsylvania
$1.09M +$1.13M +40,770 New
DMC
1045
Drexel Morgan & Co
Pennsylvania
$1.09M +$1.13M +40,606 New
PMFA
1046
Plante Moran Financial Advisors
Michigan
$1.08M +$1.12M +40,385 New
BSW
1047
Buckingham Strategic Wealth
Missouri
$1.08M +$1.12M +40,305 New
CAS
1048
CTC Alternative Strategies
Illinois
$1.08M +$1.12M +40,250 New
RMDI
1049
R.M. Davis Inc
Maine
$1.07M +$1.11M +40,099 New
FIM
1050
Frontier Investment Management
Texas
$1.07M +$1.11M +40,009 New