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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
651
Checchi Capital Advisers
California
$470K +$8.95K +70 +2%
GP
652
Girard Partners
Pennsylvania
$467K – – –
UBV
653
United Bank (Virginia)
Virginia
$465K -$35.2K -275 -8%
TBA
654
Tower Bridge Advisors
Pennsylvania
$461K – – –
ST
655
Spinnaker Trust
Maine
$459K +$5.12K +40 +1%
WT
656
Whittier Trust
California
$458K +$40.9K +320 +11%
PA
657
Parallel Advisors
California
$450K +$26K +203 +7%
JMFC
658
J.M. Forbes & Co
Massachusetts
$449K – – –
SSG
659
Summit Securities Group
New York
$449K +$413K +3,231 New
PCMC
660
Paragon Capital Management (Colorado)
Colorado
$448K -$1.92K -15 -0.5%
BJL
661
Brighton Jones LLC
Washington
$446K +$15.5K +121 +4%
NB
662
Nicolet Bankshares
Wisconsin
$445K -$18.5K -145 -4%
BHWM
663
Bar Harbor Wealth Management
New Hampshire
$444K +$106K +830 +35%
MCA
664
MSH Capital Advisors
Arizona
$444K +$409K +3,194 New
TWM
665
Triton Wealth Management
Arizona
$442K – – –
CHA
666
Carmichael Hill & Associates
Maryland
$441K – – –
CTA
667
Chesley Taft & Associates
Illinois
$440K -$7.16K -56 -2%
IP
668
Investment Partners
Ohio
$438K +$128 +1 +0%
HBT
669
Hills Bank & Trust
Iowa
$437K -$127K -990 -24%
PI
670
Pettee Investors
Connecticut
$437K – – –
IFWM
671
Institute for Wealth Management
Colorado
$436K -$10.2K -80 -2%
SCA
672
Snowden Capital Advisors
New York
$435K -$331K -2,589 -45%
DWA
673
Douglass Winthrop Advisors
New York
$434K – – –
CI
674
Conning Inc
Connecticut
$431K -$90.8K -710 -19%
FMTC
675
Farmers & Merchants Trust Company
California
$430K – – –
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