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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
726
Sowell Financial Services
Arkansas
$84.9M +$2.78M +14,895 +4%
OCBCO
727
Oversea-Chinese Banking Corp (OCBC)
Singapore
$84.9M +$20.4M +109,546 +37%
IAS
728
Insigneo Advisory Services
Florida
$84.8M -$260K -1,392 -0.3%
GRP
729
Global Retirement Partners
California
$84.5M +$14.9M +79,887 +25%
HCMT
730
Highland Capital Management (Tennessee)
Tennessee
$84.4M -$3.59M -19,261 -5%
HCM
731
Howland Capital Management
Massachusetts
$83.9M +$5.84M +31,299 +9%
ANTB
732
AMG National Trust Bank
Colorado
$83.6M +$11.4M +61,213 +18%
AHC
733
Adell Harriman & Carpenter
Texas
$83.5M -$628K -3,365 -0.8%
CB
734
Community Bank
New York
$83.5M -$521K -2,795 -0.7%
GI
735
Gradient Investments
Minnesota
$83.2M +$5.09M +27,317 +7%
MFAM
736
Motley Fool Asset Management
Virginia
$83M -$16M -85,690 -18%
JIC
737
Joel Isaacson & Co
New York
$82.9M -$1.47M -7,906 -2%
EGA
738
Eagle Global Advisors
Texas
$82.7M -$1.02M -5,452 -1%
KFC
739
Klingenstein Fields & Co
New York
$82.7M -$4.67M -25,067 -6%
WANY
740
Wealthspire Advisors (New York)
New York
$82.6M +$3.64M +19,542 +5%
TFS
741
Thoroughbred Financial Services
Tennessee
$82.5M +$14.2M +76,388 +24%
IWM
742
IHT Wealth Management
Illinois
$82.5M +$460K +2,469 +0.6%
AP
743
Appleton Partners
Massachusetts
$82.4M -$1.89M -10,131 -3%
BPC
744
Banque Pictet & Cie
Switzerland
$82.4M +$10.8M +58,170 +17%
ACIM
745
Azimuth Capital Investment Management
Michigan
$81.4M +$9.78M +52,428 +16%
DGM
746
Delta Global Management
New York
$81.2M +$71.9M +385,607 New
CNAM
747
Campbell Newman Asset Management
Wisconsin
$80.2M -$2.42M -12,975 -3%
EIA
748
Edgemoor Investment Advisors
Maryland
$80.1M -$100K -537 -0.1%
WAM
749
WT Asset Management
Hong Kong
$80.1M +$70.9M +380,103 New
HFM
750
Harvest Fund Management
China
$79.8M +$16.1M +86,433 +30%
28 29
30
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