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Name Holding Trade Value Shares
Change 		Change in
Stake
VFS
701
VSR Financial Services
Kansas
$674K +$10.4K +660 +2%
EWM
702
Elite Wealth Management
Washington
$664K -$252K -15,900 -28%
CAM
703
Cypress Asset Management
Texas
$658K -$185K -11,700 -22%
STMM
704
South Texas Money Management
Texas
$656K -$210K -13,280 -25%
EB
705
Eastern Bank
Massachusetts
$655K – – –
CAM
706
Congress Asset Management
Massachusetts
$650K – – –
HIM
707
Herald Investment Management
United Kingdom
$650K – – –
MRCM
708
M&R Capital Management
New Jersey
$650K +$42.7K +2,700 +7%
DCC
709
Dow Chemical Company
Michigan
$650K +$633K +40,000 New
UM
710
Ulysses Management
New York
$650K +$633K +40,000 New
RBC
711
Ronald Blue & Co
Georgia
$646K -$79.1K -5,000 -11%
FB
712
Fulton Bank
Pennsylvania
$645K +$44.3K +2,800 +8%
LC
713
Lourd Capital
California
$641K +$19K +1,200 +3%
GP
714
Girard Partners
Pennsylvania
$639K -$23.7K -1,500 -4%
FANJ
715
Financial Architects (New Jersey)
New Jersey
$637K +$356K +22,500 +135%
BRWA
716
B. Riley Wealth Advisors
Florida
$636K +$900K +56,920 +216%
MC
717
Moors & Cabot
Massachusetts
$627K +$617K +38,980 New
CIM
718
CenturyLink Investment Management
Colorado
$621K -$1.76M -111,120 -74%
AHB
719
Abner Herrman & Brock
New Jersey
$613K -$6.33K -400 -1%
SC
720
Savant Capital
Illinois
$609K +$71.5K +4,520 +14%
PSUF
721
People's United Financial
Connecticut
$604K +$549K +34,720 +1,411%
QC
722
QCM Cayman
Texas
$602K +$587K +37,080 New
UB
723
UMB Bank
Missouri
$588K -$133K -8,380 -19%
PAM
724
Private Asset Management
California
$585K +$570K +36,040 New
RIL
725
Rothschild Investment LLC
Illinois
$583K -$14.2K -900 -2%
27 28
29
30 31