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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMPD
876
Integrated Wealth Management (Palm Desert)
California
$874K +$55.6K +381 +7%
DIA
877
Denver Investment Advisors
Colorado
$874K +$102K +699 +14%
KT
878
Kanaly Trust
Texas
$864K +$31.3K +214 +4%
TSW
879
Thompson Siegel & Walmsley
Virginia
$859K +$292 +2 +0%
ZCA
880
Zeke Capital Advisors
Pennsylvania
$858K +$487K +3,332 +153%
JAFL
881
Jay A. Fishman Ltd
Michigan
$856K – – –
FG
882
Fiduciary Group
Georgia
$853K -$10.8K -74 -1%
RMCM
883
Reynders McVeigh Capital Management
Massachusetts
$852K +$19K +130 +2%
ANB
884
Amarillo National Bank
Texas
$849K -$13.9K -95 -2%
SFM
885
Signet Financial Management
New Jersey
$848K +$796K +5,448 New
CSM
886
CAMG Solamere Management
North Carolina
$846K +$795K +5,441 New
SCP
887
Seizert Capital Partners
Michigan
$841K -$14.6K -100 -2%
MCM
888
Mork Capital Management
California
$841K +$789K +5,400 New
MBTD
889
Mechanics Bank - Trust Department
California
$833K +$56.1K +384 +8%
BFEC
890
Benjamin F. Edwards & Company
Missouri
$833K +$473K +3,241 +154%
EWA
891
EP Wealth Advisors
California
$826K +$185K +1,267 +29%
SFSG
892
Stearns Financial Services Group
North Carolina
$825K -$3.36K -23 -0.4%
PWAG
893
Polaris Wealth Advisory Group
California
$824K – – –
AFP
894
Ausdal Financial Partners
Iowa
$824K +$35.8K +245 +5%
LGC
895
Laurel Grove Capital
California
$821K – – –
JIM
896
Jupiter Investment Management
United Kingdom
$817K -$357K -2,447 -32%
WA
897
WBH Advisory
Maryland
$812K -$3.5K -24 -0.5%
MCM
898
Manchester Capital Management
Vermont
$811K -$65.7K -450 -8%
MHIC
899
Marble Harbor Investment Counsel
Massachusetts
$811K +$43.8K +300 +6%
CFA
900
Cahill Financial Advisors
Minnesota
$810K -$9.78K -67 -1%
34 35
36
37 38