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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1251
Signature Financial Management
Virginia
$323K -$25.2K -800 -8%
TAM
1252
Taurus Asset Management
New York
$323K +$53.6K +1,700 +22%
BW
1253
Bison Wealth
Georgia
$323K +$301K +9,560 New
CDH
1254
Charles D. Hyman
$318K +$47.3K +1,500 +19%
HFM
1255
Hartford Financial Management
Connecticut
$317K – – –
PFBT
1256
Parkside Financial Bank & Trust
Missouri
$313K -$30.9K -980 -10%
PCMK
1257
Paragon Capital Management (Kansas)
Kansas
$312K -$78.8K -2,500 -21%
AMG
1258
Asset Management Group
Connecticut
$312K +$3.15K +100 +1%
ACM
1259
Aviance Capital Management
Florida
$309K +$288K +9,140 New
BTW
1260
Boston Trust Walden
Massachusetts
$306K – – –
FMW
1261
Farr Miller & Washington
District of Columbia
$305K -$18.9K -600 -6%
NME
1262
Notis-McConarty Edward
$304K – – –
AIM
1263
Assured Investment Management
New York
$301K -$63.7K -2,020 -18%
CBN
1264
Cadence Bank NA
Texas
$300K +$31.5K +1,000 +13%
FWP
1265
FAS Wealth Partners
Kansas
$299K -$18.3K -580 -6%
BWA
1266
Burt Wealth Advisors
Maryland
$296K -$1.26K -40 -0.5%
AW
1267
Alpha Windward
Massachusetts
$296K +$24K +760 +10%
CMP
1268
Courage Miller Partners
Virginia
$295K -$1.26K -40 -0.5%
WFG
1269
Wills Financial Group
Virginia
$294K +$22.1K +700 +9%
AP
1270
Atwood & Palmer
Missouri
$294K +$82.6K +2,620 +43%
CA
1271
Callahan Advisors
Texas
$291K +$271K +8,600 New
ST
1272
Smithfield Trust
Pennsylvania
$290K – – –
HTC
1273
Haverford Trust Company
Pennsylvania
$288K – – –
KA
1274
Klingman & Associates
New York
$287K -$426K -13,500 -61%
SBWIC
1275
Schaper Benz & Wise Investment Counsel
Wisconsin
$287K – – –
49 50
51
52 53