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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
776
Covington Capital Management
California
$209K +$34.7K +388 +21%
AWM
777
Altavista Wealth Management
North Carolina
$208K – – –
GD
778
Grandfield & Dodd
New York
$208K – – –
AW
779
ACG Wealth
Georgia
$205K – – –
CL
780
CPWM LLC
Washington
$204K – – –
LNC
781
Lincoln National Corp
Pennsylvania
$204K +$198K +2,212 New
DWA
782
Douglass Winthrop Advisors
New York
$203K – – –
AFNAS
783
American Financial Network Advisory Services
California
$202K -$31.3K -350 -14%
MMG
784
Monetary Management Group
Missouri
$202K – – –
WWM
785
Windsor Wealth Management
Indiana
$201K -$4.83K -54 -2%
PM
786
Parametrica Management
Hong Kong
$201K +$195K +2,182 New
LCM
787
LVM Capital Management
Michigan
$201K +$196K +2,191 New
LFA
788
Legacy Financial Advisors
Kentucky
$200K +$10.5K +117 +6%
JWM
789
JGP Wealth Management
Oregon
$200K +$195K +2,180 New
NFG
790
Next Financial Group
Texas
$190K +$146K +1,634 +380%
LC
791
Lindbrook Capital
California
$185K +$181K +2,022 New
OIA
792
OneDigital Investment Advisors
Kansas
$178K -$69.8K -781 -29%
DWM
793
Destination Wealth Management
California
$178K – – –
HFM
794
Hartford Financial Management
Connecticut
$169K – – –
WB
795
Webster Bank
Connecticut
$161K – – –
BWM
796
Baystate Wealth Management
Massachusetts
$157K +$30.4K +340 +25%
KTC
797
Kistler-Tiffany Companies
Pennsylvania
$156K +$536 +6 +0.4%
FCMT
798
Founders Capital Management (Texas)
Texas
$151K – – –
PI
799
PineBridge Investments
New York
$151K +$146K +1,635 New
CAM
800
Cresset Asset Management
Illinois
$151K +$147K +1,648 New
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