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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
301
Essex Financial Services
Connecticut
$928K -$28.6K -1,425 -3%
BOS
302
Bingham Osborn & Scarborough
California
$923K +$28.6K +1,425 +3%
KIA
303
KCM Investment Advisors
California
$918K +$113K +5,625 +13%
GAM
304
Gotham Asset Management
New York
$901K +$571K +28,425 +143%
AIP
305
Ameritas Investment Partners
Nebraska
$896K +$10.8K +540 +1%
BJL
306
Brighton Jones LLC
Washington
$895K +$63.2K +3,150 +7%
LWAC
307
Laurel Wealth Advisors (California)
California
$893K +$660K +32,895 +220%
II
308
Inspire Investing
Idaho
$884K +$203K +10,095 +27%
BSW
309
Buckingham Strategic Wealth
Missouri
$866K +$153K +7,605 +20%
EWM
310
Evercore Wealth Management
New York
$861K +$63.8K +3,180 +7%
SC
311
Scotia Capital
Ontario, Canada
$858K +$155K +7,740 +20%
CL
312
CPWM LLC
Washington
$857K +$1.51K +75 +0.2%
CMI
313
Clare Market Investments
Texas
$847K +$611K +30,450 +204%
AAM
314
Advisors Asset Management
Colorado
$837K +$21.4K +1,065 +2%
CAM
315
CenterStar Asset Management
Illinois
$829K – – –
MAM
316
Mark Asset Management
New York
$824K -$317K -15,810 -26%
WTC
317
WhitTier Trust Company
Nevada
$812K – – –
DT
318
Diversified Trust
Tennessee
$807K -$65K -3,240 -7%
IRF
319
IBM Retirement Fund
New York
$796K – – –
IFWM
320
Institute for Wealth Management
Colorado
$786K -$24.1K -1,200 -3%
BP
321
Ballentine Partners
Massachusetts
$784K -$28.6K -1,425 -3%
MSL
322
Mackay Shields LLC
New York
$765K -$1.72M -85,785 -68%
SCP
323
Stamos Capital Partners
California
$764K – – –
VFA
324
Valeo Financial Advisors
Indiana
$763K +$125K +6,210 +18%
AAS
325
Avantax Advisory Services
Texas
$762K +$151K +7,500 +22%
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