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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
701
Trust Asset Management
Texas
$313K +$34.2K +290 +12%
IA
702
IFG Advisory
Georgia
$312K -$3.54K -30 -1%
CCIA
703
Cherry Creek Investment Advisors
Colorado
$311K +$319K +2,706 New
HFS
704
Howard Financial Services
Texas
$309K – – –
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K -$29.5K -250 -9%
BCM
706
Buckhead Capital Management
Georgia
$306K – – –
RPG
707
Resource Planning Group
Georgia
$306K – – –
TCOV
708
Trust Company of Vermont
Vermont
$305K – – –
PAMG
709
Patton Albertson Miller Group
Tennessee
$304K -$3.77K -32 -1%
EWM
710
Evermay Wealth Management
Virginia
$304K – – –
RRA
711
Round Rock Advisors
Connecticut
$304K – – –
AIA
712
Arbor Investment Advisors
North Carolina
$304K +$118 +1 +0%
FNBT
713
FineMark National Bank & Trust
Florida
$304K +$24.6K +209 +9%
BBHC
714
Brown Brothers Harriman & Co
New York
$303K +$23.6K +200 +8%
CG
715
CFO4Life Group
Texas
$302K – – –
WTB
716
Washington Trust Bank
Washington
$302K – – –
JIC
717
Joel Isaacson & Co
New York
$301K -$1.65K -14 -0.5%
PL
718
Plancorp LLC
Missouri
$300K -$943 -8 -0.3%
CCWA
719
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300K +$308K +2,609 New
BIAS
720
Beacon Investment Advisory Services
New Jersey
$299K -$42.4K -360 -12%
SA
721
SRH Advisors
Kansas
$298K – – –
GIA
722
GHP Investment Advisors
Colorado
$298K +$472 +4 +0.2%
WCF
723
West Coast Financial
California
$297K – – –
PGFC
724
Peapack-Gladstone Financial Corp
New Jersey
$296K +$27.6K +234 +10%
IGGA
725
Iron Gate Global Advisors
Utah
$295K -$248K -2,100 -45%
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