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Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
601
R.M. Davis Inc
Maine
$599K – – –
CT
602
Caldwell Trust
Florida
$595K – – –
ACM
603
Argent Capital Management
Missouri
$594K – – –
WSFS
604
Wilmington Savings Fund Society
Delaware
$591K +$129 +1 +0%
VVP
605
Venture Visionary Partners
Ohio
$589K -$21.7K -169 -4%
WG
606
Watchman Group
Texas
$587K – – –
CCA
607
Checchi Capital Advisers
California
$587K +$18.4K +143 +3%
BWM
608
BerganKDV Wealth Management
Minnesota
$586K +$250K +1,940 +78%
MIP
609
Marietta Investment Partners
Wisconsin
$584K – – –
EI
610
Ethic Inc
New York
$579K -$48.1K -374 -8%
OIA
611
OneDigital Investment Advisors
Kansas
$575K +$43.5K +338 +8%
FNBOO
612
First National Bank of Omaha
Nebraska
$575K – – –
SIC
613
SJS Investment Consulting
Ohio
$573K +$129 +1 +0%
CHC
614
City Holding Co
West Virginia
$572K -$5.66K -44 -1%
BRM
615
Boston Research & Management
Massachusetts
$570K -$21K -163 -4%
CAAM
616
Cornerstone Advisors Asset Management
Pennsylvania
$568K – – –
KCM
617
Kanawha Capital Management
Virginia
$566K -$174K -1,355 -24%
HCM
618
Hall Capital Management
Rhode Island
$563K -$9.01K -70 -2%
BP
619
Ballentine Partners
Massachusetts
$562K +$5.92K +46 +1%
PA
620
Parallel Advisors
California
$558K +$47.5K +369 +10%
AIP
621
Ameritas Investment Partners
Nebraska
$555K +$386 +3 +0.1%
MWM
622
Modera Wealth Management
New Jersey
$554K +$41.4K +322 +8%
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$549K -$19.4K -151 -4%
CSPIA
624
Cary Street Partners Investment Advisory
Virginia
$548K -$14.3K -111 -3%
PHAM
625
Palisades Hudson Asset Management
Florida
$548K -$93K -723 -15%
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