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Name Holding Trade Value Shares
Change 		Change in
Stake
V
351
Veritable
Delaware
$691K +$27.4K +1,260 +4%
CCM
352
Coldstream Capital Management
Washington
$690K -$72.1K -3,315 -9%
WAM
353
Weatherly Asset Management
California
$680K -$32.6K -1,500 -4%
VIA
354
Vantage Investment Advisors
Pennsylvania
$676K +$57.1K +2,625 +9%
CTC
355
Central Trust Company
Missouri
$674K +$57.1K +2,625 +9%
PIM
356
Partner Investment Management
California
$673K +$705K +32,400 New
BSW
357
Buckingham Strategic Wealth
Missouri
$661K +$137K +6,315 +25%
KA
358
Kovack Advisors
Florida
$657K +$36.9K +1,695 +6%
LS
359
Livforsakringsbolaget Skandia
Sweden
$632K -$131K -6,000 -16%
G
360
GenTrust
Florida
$632K – – –
HAG
361
HighPoint Advisor Group
Illinois
$631K +$95.3K +4,380 +18%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$621K -$112K -5,130 -15%
MCC
363
Malaga Cove Capital
California
$621K +$344K +15,795 +112%
BP
364
Ballentine Partners
Massachusetts
$618K +$7.18K +330 +1%
NL
365
NWAM LLC
Washington
$615K -$90K -4,140 -12%
PWAG
366
Polaris Wealth Advisory Group
California
$615K +$644K +29,625 New
VFA
367
Valeo Financial Advisors
Indiana
$609K +$96.6K +4,440 +18%
VFA
368
Voya Financial Advisors
Connecticut
$608K +$106K +4,890 +20%
KFGK
369
Keystone Financial Group (Kentucky)
Kentucky
$591K +$574K +26,370 New
CB
370
Commerce Bank
Missouri
$584K +$6.2K +285 +1%
ASN
371
Advisory Services Network
Georgia
$581K +$286K +13,140 +88%
TCOV
372
Trust Company of Vermont
Vermont
$575K -$6.2K -285 -1%
EAMA
373
EFG Asset Management (Americas)
Florida
$571K +$557K +25,590 New
TMAM
374
Tokio Marine Asset Management
Japan
$569K -$85.5K -3,930 -13%
CA
375
Crewe Advisors
Utah
$564K +$591K +27,165 New
13 14
15
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