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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1551
ARS Wealth Advisors
Florida
$419K -$34.8K -1,373 -8%
HHGA
1552
Halbert Hargrove Global Advisors
California
$418K -$17.4K -685 -4%
SIM
1553
Sonora Investment Management
Arizona
$418K +$137K +5,401 +51%
JRP
1554
Jasper Ridge Partners
California
$416K – – –
GWS
1555
Glassman Wealth Services
Virginia
$415K – – –
CAM
1556
Chesapeake Asset Management
New York
$414K -$12.4K -490 -3%
SAM
1557
Sentinel Asset Management
Vermont
$413K -$168K -6,620 -29%
HIIFS
1558
Harel Insurance Investments & Financial Services
Israel
$412K +$402K +15,835 New
AIA
1559
Arbor Investment Advisors
North Carolina
$411K – – –
WCM
1560
Weik Capital Management
Pennsylvania
$411K – – –
NB
1561
Nicolet Bankshares
Wisconsin
$410K +$382K +15,045 New
RWM
1562
RKL Wealth Management
Pennsylvania
$409K +$2.54K +100 +0.6%
AHB
1563
Abner Herrman & Brock
New Jersey
$408K – – –
AAS
1564
Annex Advisory Services
Wisconsin
$404K -$32.5K -1,280 -8%
LI
1565
Lafayette Investments
Maryland
$403K +$228 +9 +0.1%
GT
1566
Greenleaf Trust
Michigan
$402K +$26.9K +1,060 +7%
KFA
1567
Kelleher Financial Advisors
New York
$399K – – –
KKAMG
1568
Kernodle & Katon Asset Management Group
Arkansas
$399K +$389K +15,345 New
VWM
1569
Vector Wealth Management
Minnesota
$396K – – –
RDM
1570
Retirement Design & Management
Connecticut
$396K +$6.72K +265 +2%
AIM
1571
Acropolis Investment Management
Missouri
$393K +$5.91K +233 +2%
WA
1572
Wealth Architects
California
$392K -$6.92K -273 -2%
HF
1573
Hoxton Financial
West Virginia
$392K +$9.87K +389 +3%
SGS
1574
Sterling Global Strategies
California
$390K -$2.59K -102 -0.7%
GIP
1575
Greatmark Investment Partners
Georgia
$390K – – –
61 62
63
64 65