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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
Connecticut Wealth Management
Connecticut
$696K -$30.9K -1,356 -4%
WA
1702
Waverly Advisors
Alabama
$695K -$40.6K -1,783 -5%
NEWAS
1703
N.E.W. Advisory Services
Wisconsin
$693K +$691K +30,334 New
BSAM
1704
Blue Square Asset Management
New York
$691K -$134K -5,869 -16%
APF
1705
Alaska Permanent Fund
Alaska
$690K
OFS
1706
Orrstown Financial Services
Pennsylvania
$690K +$1.32K +58 +0.2%
CL
1707
CPWM LLC
Washington
$687K -$81.2K -3,567 -11%
IAP
1708
Indie Asset Partners
Indiana
$687K -$4.03K -177 -0.6%
SIC
1709
Samalin Investment Counsel
New York
$687K +$19.8K +868 +3%
PFC
1710
Phocas Financial Corp
California
$686K +$1.48K +65 +0.2%
CST
1711
Charles Schwab Trust
Nevada
$684K +$3.03K +133 +0.4%
TAM
1712
Trillium Asset Management
Massachusetts
$681K -$6.15K -270 -0.9%
CCMW
1713
Cypress Capital Management (Wyoming)
Wyoming
$678K -$55.1K -2,420 -8%
TFGT
1714
TS Financial Group (TSFG)
Illinois
$678K +$2.14K +94 +0.3%
AI
1715
Accredited Investors
Minnesota
$677K -$16.1K -708 -2%
PA
1716
PSI Advisors
Florida
$677K +$88.5K +3,886 +15%
Vanguard Personalized Indexing Management
1717
Vanguard Personalized Indexing Management
California
$674K -$10.4K -455 -2%
MMG
1718
Monetary Management Group
Missouri
$674K +$26.5K +1,164 +4%
GIA
1719
Gladstone Institutional Advisory
Florida
$672K -$312K -13,686 -32%
EAM
1720
Evanson Asset Management
California
$672K -$33.7K -1,479 -5%
LA
1721
LexAurum Advisors
Kansas
$671K -$7.95K -349 -1%
ACI
1722
Alpha Cubed Investments
California
$670K -$87.4K -3,836 -12%
ERIM
1723
Eagle Ridge Investment Management
Connecticut
$670K
WP
1724
WealthShield Partners
North Carolina
$669K -$69.8K -3,063 -9%
BBNA
1725
Bremer Bank National Association
Minnesota
$669K -$31.7K -1,391 -5%