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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
701
Northcape Wealth Management
New York
$394K +$363K +2,840 New
TMAM
702
Tokio Marine Asset Management
Japan
$393K – – –
JWCA
703
J.W. Cole Advisors
Florida
$393K +$44.9K +351 +14%
EFS
704
Essex Financial Services
Connecticut
$391K -$4.22K -33 -1%
FMLI
705
Fukoku Mutual Life Insurance
Japan
$389K -$74.2K -580 -17%
GC
706
Grimes & Company
Massachusetts
$389K – – –
CS
707
Comerica Securities
Michigan
$386K +$36.6K +286 +11%
IC
708
Intersect Capital
California
$384K +$25.2K +197 +8%
TWM
709
TriaGen Wealth Management
California
$383K – – –
RA
710
RFG Advisory
Alabama
$383K +$767 +6 +0.2%
CFGS
711
Concourse Financial Group Securities
Alabama
$382K +$73.2K +572 +26%
TC
712
TownSquare Capital
Utah
$381K +$138K +1,082 +65%
FFM
713
Forum Financial Management
Illinois
$381K +$351K +2,745 New
MFW
714
Meristem Family Wealth
Minnesota
$380K – – –
LC
715
Lincoln Capital
Nebraska
$379K – – –
FMN
716
Financial Management Network
California
$377K – – –
PCA
717
Personal Capital Advisors
California
$376K -$59.6K -466 -15%
OIA
718
OneDigital Investment Advisors
Kansas
$376K -$13.3K -104 -4%
PL
719
Plancorp LLC
Missouri
$376K +$11K +86 +3%
HFS
720
Howard Financial Services
Texas
$373K – – –
EWM
721
Evermay Wealth Management
Virginia
$369K +$1.02K +8 +0.3%
JIP
722
Jaffetilchin Investment Partners
Florida
$369K +$339K +2,654 New
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$368K -$3.45K -27 -1%
AIA
724
Arbor Investment Advisors
North Carolina
$367K – – –
FNBT
725
FineMark National Bank & Trust
Florida
$366K -$1.15K -9 -0.3%
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