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Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
1151
Tower Bridge Advisors
Pennsylvania
$480K – – –
HPC
1152
HM Payson & Co
Maine
$475K – – –
PC
1153
PointState Capital
New York
$475K +$454K +16,000 New
SSP
1154
Sapphire Star Partners
Washington
$473K – – –
RC
1155
Roundview Capital
New Jersey
$471K +$172K +6,060 +62%
SCM
1156
Schnieders Capital Management
California
$467K +$60.7K +2,140 +16%
ACM
1157
Aviance Capital Management
Florida
$467K +$187K +6,600 +72%
ICM
1158
IronBridge Capital Management
Illinois
$466K -$236K -8,320 -35%
SCM
1159
Stonebridge Capital Management
California
$463K – – –
ST
1160
Smithfield Trust
Pennsylvania
$462K +$198K +6,980 +81%
SFA
1161
Sequoia Financial Advisors
Ohio
$457K -$3.97K -140 -0.9%
WA
1162
WBH Advisory
Maryland
$452K – – –
HAG
1163
HighPoint Advisor Group
Illinois
$452K +$77.8K +2,740 +23%
MSR
1164
Main Street Research
Connecticut
$451K -$4.03M -141,880 -90%
PGA
1165
Portland Global Advisors
Maine
$446K – – –
CT
1166
Coastline Trust
Rhode Island
$446K +$150K +5,300 +55%
IFLIT
1167
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$445K – – –
TT
1168
Tiedemann Trust
Delaware
$445K +$131K +4,600 +44%
CL
1169
Choreo LLC
Illinois
$443K +$202K +7,120 +91%
WP
1170
WealthSource Partners
California
$440K +$421K +14,840 New
PFM
1171
Parsec Financial Management
North Carolina
$438K -$21.6K -760 -5%
SWM
1172
SVA Wealth Management
Wisconsin
$434K +$14.2K +500 +4%
HCM
1173
Highlander Capital Management
New Jersey
$433K +$312K +11,000 +306%
FMWA
1174
Forvis Mazars Wealth Advisors
Missouri
$432K +$25.5K +900 +7%
AT
1175
Argent Trust
Texas
$430K -$48.8K -1,720 -11%
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