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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
326
Perigon Wealth Management
California
$37K +$36.1K +350 New
BRC
327
Bell Rock Capital
Delaware
$32K -$20.6K -200 -40%
PCP
328
Proficio Capital Partners
Massachusetts
$29K – – –
CCM
329
Covington Capital Management
California
$28K +$27.1K +263 New
WOC
330
West Oak Capital
California
$26.3K +$25.8K +250 New
LWM
331
Lenox Wealth Management
Ohio
$23K +$3.61K +35 +19%
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
SSB
333
Sandy Spring Bank
Maryland
$21K – – –
QCG
334
Quadrant Capital Group
Ohio
$20K – – –
HMS
335
Hanseatic Management Services
New Mexico
$19K – – –
HCM
336
Highlander Capital Management
New Jersey
$16K – – –
SWA
337
Sutton Wealth Advisors
Florida
$15.7K – – –
HL
338
Harding Loevner
New Jersey
$15K – – –
HWM
339
Holloway Wealth Management
Florida
$15K – – –
AF
340
Allworth Financial
California
$12K – – –
PA
341
Parallel Advisors
California
$12K – – –
GT
342
Glenmede Trust
Pennsylvania
$12K +$6.5K +63 +105%
CBOA
343
Commonwealth Bank of Australia
Australia
$11K -$72.5K -703 -86%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$11K – – –
LA
345
Legacy Advisors
Pennsylvania
$11K +$11.7K +113 New
JG
346
Jefferies Group
New York
$10K -$1.08M -10,444 -99%
ANBT
347
American National Bank & Trust
Texas
$10K – – –
CAW
348
Cornerstone Advisors (Washington)
Washington
$8K – – –
AFNAS
349
American Financial Network Advisory Services
California
$7K +$6.71K +65 New
IIC
350
Integrated Investment Consultants
Michigan
$5K +$4.75K +46 New
12 13
14
15 16