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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
601
Consolidated Investment Group
Colorado
$2.32M – – –
CCWA
602
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.3M +$2.41M +12,025 New
AWM
603
Axxcess Wealth Management
California
$2.3M +$77.5K +386 +3%
TCM
604
Tradewinds Capital Management
Washington
$2.29M -$33.3K -166 -1%
FHB
605
First Hawaiian Bank
Hawaii
$2.29M -$119K -592 -5%
CCM
606
Cullen Capital Management
New York
$2.29M +$15.5K +77 +0.6%
PCM
607
Penserra Capital Management
California
$2.28M -$101K -505 -4%
FDS
608
First Dallas Securities
Texas
$2.28M -$261K -1,301 -10%
PP
609
Patten & Patten
Tennessee
$2.27M +$1.68M +8,367 +239%
BCM
610
Becker Capital Management
Oregon
$2.26M -$68.2K -340 -3%
MGIA
611
Moneta Group Investment Advisors
Missouri
$2.26M +$660K +3,288 +39%
CGH
612
Crossmark Global Holdings
Texas
$2.25M +$47.8K +238 +2%
PL
613
Plancorp LLC
Missouri
$2.25M -$33.3K -166 -1%
LPIC
614
LeJeune Puetz Investment Counsel
Michigan
$2.23M +$90.3K +450 +4%
TLCM
615
Twin Lakes Capital Management
California
$2.21M +$4.62K +23 +0.2%
LWM
616
Lyell Wealth Management
California
$2.21M -$244K -1,217 -10%
MFG
617
MidWestOne Financial Group
Iowa
$2.21M +$377K +1,880 +19%
WCMN
618
Westchester Capital Management (Nebraska)
Nebraska
$2.2M -$2.01K -10 -0.1%
FLI
619
Family Legacy Inc
South Carolina
$2.2M +$77.7K +387 +3%
HIC
620
Holderness Investments Company
North Carolina
$2.2M +$82.5K +411 +4%
CAM
621
Carret Asset Management
New York
$2.2M +$659K +3,285 +40%
CII
622
Capital International Inc
California
$2.19M -$974K -4,853 -30%
WAM
623
Weatherly Asset Management
California
$2.18M -$34.1K -170 -1%
1SB
624
1ST Source Bank
Indiana
$2.18M +$133K +664 +6%
JWBC
625
J.W. Burns & Co
New York
$2.18M -$154K -769 -6%
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