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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
526
Brown Advisory Securities
Maryland
$370K -$4.16K -62 -1%
CS
527
Comerica Securities
Michigan
$367K +$42.3K +630 +12%
DC
528
Davenport & Co
Virginia
$366K +$385K +5,737 New
PGFC
529
Peapack-Gladstone Financial Corp
New Jersey
$365K +$385K +5,729 New
LS
530
Livforsakringsbolaget Skandia
Sweden
$354K -$94K -1,400 -20%
FAN
531
Financial Advisors Network
California
$353K -$231K -3,449 -38%
MMG
532
Monetary Management Group
Missouri
$352K -$41.9K -625 -10%
LAIC
533
Lederer & Associates Investment Counsel
California
$343K +$29.5K +440 +9%
DDC
534
DF Dent & Co
Maryland
$337K – – –
WAP
535
Wealthcare Advisory Partners
Pennsylvania
$337K +$258K +3,839 +266%
BFC
536
Blue Fin Capital
Rhode Island
$336K -$8.05K -120 -2%
RCA
537
Rowland Carmichael Advisors
Arizona
$334K -$98.1K -1,462 -22%
AFNAS
538
American Financial Network Advisory Services
California
$332K -$149K -2,218 -30%
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$332K -$27.5K -409 -7%
DS
540
DRW Securities
Illinois
$331K +$348K +5,184 New
MNBTD
541
Moody National Bank Trust Division
Texas
$330K – – –
LNC
542
Lincoln National Corp
Pennsylvania
$329K +$346K +5,158 New
RG
543
Renaissance Group
Kentucky
$328K -$7.85K -117 -2%
GVT
544
Genesee Valley Trust
New York
$327K -$13.4K -200 -4%
HIC
545
Holderness Investments Company
North Carolina
$327K – – –
ZIC
546
ZWJ Investment Counsel
Georgia
$326K -$5.5K -82 -2%
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$326K – – –
CPA
548
Clear Perspective Advisors
Illinois
$322K – – –
MA
549
Montag & Associates
Georgia
$322K +$3.56K +53 +1%
CPIA
550
Cornell Pochily Investment Advisors
New York
$320K +$337K +5,023 New
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