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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
926
Sovran Advisors
California
$304K +$313K +2,022 New
BFA
927
Buttonwood Financial Advisors
Maryland
$304K – – –
HT
928
Heritage Trust
Oklahoma
$303K -$7.28K -47 -2%
BFA
929
Benedict Financial Advisors
Georgia
$303K -$774 -5 -0.3%
BWM
930
Bernicke Wealth Management
Wisconsin
$302K -$310 -2 -0.1%
PTC
931
Private Trust Company
Ohio
$302K -$3.25K -21 -1%
OCM
932
One Capital Management
California
$301K – – –
CNB
933
Camden National Bank
Maine
$301K +$18.6K +120 +7%
RWFS
934
Rayburn West Financial Services
Tennessee
$299K – – –
FNFDCM
935
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$297K +$3.87K +25 +1%
FCH
936
Freestone Capital Holdings
Washington
$297K +$465 +3 +0.2%
C
937
Certuity
Florida
$295K +$126K +811 +78%
BOH
938
Bank of Hawaii
Hawaii
$295K +$1.39K +9 +0.5%
GCM
939
Gallacher Capital Management
Colorado
$294K -$6.35M -41,023 -96%
CAMG
940
CWA Asset Management Group
Florida
$294K +$7.59K +49 +3%
HFM
941
Hartford Financial Management
Connecticut
$293K – – –
HI
942
Hendershot Investments
Virginia
$291K -$29.3K -189 -9%
OPW
943
Oxler Private Wealth
New York
$291K -$32.5K -210 -10%
IP
944
Investment Partners
Ohio
$291K +$774 +5 +0.3%
GRP
945
Global Retirement Partners
California
$291K +$282K +1,820 New
HPC
946
HM Payson & Co
Maine
$291K – – –
VFP
947
Verus Financial Partners
Virginia
$290K +$86.7K +560 +45%
TCBWMS
948
Texas Capital Bank Wealth Management Services
Texas
$290K +$620 +4 +0.2%
EFG
949
Everhart Financial Group
Ohio
$289K -$13.6K -88 -5%
GHA
950
GW Henssler & Associates
Georgia
$289K +$31.1K +201 +13%
36 37
38
39 40