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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1301
Arbor Investment Advisors
North Carolina
$255K +$243K +2,130 New
AF
1302
Arrow Financial
New York
$254K – – –
SBSB
1303
Sullivan, Bruyette, Speros & Blaney
Virginia
$254K +$24K +210 +11%
WA
1304
Wealth Architects
California
$253K +$241K +2,112 New
HFAS
1305
Hummer Financial Advisory Services
Illinois
$252K +$240K +2,100 New
PI
1306
Pettee Investors
Connecticut
$252K +$240K +2,100 New
H
1307
HoyleCohen
California
$251K +$239K +2,093 New
SFWA
1308
Summit Financial Wealth Advisors
Louisiana
$249K -$78.6K -689 -25%
SCP
1309
Seizert Capital Partners
Michigan
$247K +$235K +2,060 New
OTPPB
1310
Ontario Teachers' Pension Plan Board
Ontario, Canada
$244K -$252K -2,212 -52%
AIC
1311
Ameritas Investment Company
Nebraska
$244K -$139K -1,220 -37%
LA
1312
LVW Advisors
New York
$243K +$232K +2,030 New
CCB
1313
Cutter & Co Brokerage
Missouri
$241K +$230K +2,011 New
SA
1314
SRH Advisors
Kansas
$240K – – –
VCM
1315
Virtue Capital Management
Tennessee
$240K +$228K +1,998 New
GSBTD
1316
Glenview State Bank Trust Department
Illinois
$240K +$228K +2,000 New
WPW
1317
Waldron Private Wealth
Pennsylvania
$240K +$228K +2,002 New
FBT
1318
First Bank & Trust
South Dakota
$238K +$4.68K +41 +2%
OIA
1319
Optimum Investment Advisors
Illinois
$236K +$51.4K +450 +30%
ISB
1320
Iowa State Bank
Iowa
$236K +$225K +1,969 New
IFG
1321
Independent Financial Group
California
$235K -$51.9K -455 -19%
NDSI
1322
Newman Dignan & Sheerar Inc
Rhode Island
$234K +$215K +1,881 New
VCP
1323
Vista Capital Partners
Oregon
$234K +$223K +1,955 New
SW
1324
SlateStone Wealth
Florida
$233K +$222K +1,943 New
CPO
1325
Cerity Partners OCIO
New York
$233K +$222K +1,947 New
51 52
53
54 55