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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1526
Horizon Investments
North Carolina
$765K +$776K +2,017 New
HM
1527
Harvest Management
New York
$763K +$770K +2,000 New
SS
1528
Sunbelt Securities
Texas
$763K +$770K +2,000 New
WI
1529
Wedgewood Investors
Pennsylvania
$762K – – –
FA
1530
FMA Advisory
Pennsylvania
$760K +$396K +1,028 +107%
VCM
1531
Vision Capital Management
Oregon
$759K +$77K +200 +11%
LC
1532
Lourd Capital
California
$756K -$215K -559 -22%
RWA
1533
River Wealth Advisors
Pennsylvania
$754K +$322K +837 +73%
PFA
1534
Pinnacle Family Advisors
Missouri
$750K +$395K +1,027 +109%
SWA
1535
Stratos Wealth Advisors
Ohio
$740K -$6.16K -16 -0.8%
MFW
1536
Mosaic Family Wealth
Missouri
$737K +$115K +300 +18%
MPPLM
1537
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$737K +$743K +1,931 New
AB
1538
Atlas Brown
Kentucky
$734K +$22.7K +59 +3%
BEAM
1539
Baker Ellis Asset Management
Washington
$729K – – –
NB
1540
Nicolet Bankshares
Wisconsin
$727K -$15.8K -41 -2%
UCMOK
1541
United Capital Management of KS
Kansas
$725K -$80.8K -210 -10%
TSW
1542
Thompson Siegel & Walmsley
Virginia
$724K -$25.8K -67 -3%
UF
1543
Univest Financial
Pennsylvania
$723K -$61.2K -159 -8%
IFAM
1544
Institutional & Family Asset Management
Colorado
$721K +$480K +1,248 +194%
HIM
1545
Hanlon Investment Management
New Jersey
$719K +$726K +1,885 New
CCMW
1546
Cypress Capital Management (Wyoming)
Wyoming
$718K -$35.8K -93 -5%
HFA
1547
Hoover Financial Advisors
Pennsylvania
$716K – – –
FIB
1548
First Interstate Bank
Montana
$714K -$78.9K -205 -10%
MIC
1549
Meridian Investment Counsel
California
$714K – – –
OC
1550
Oakworth Capital
Alabama
$712K – – –
60 61
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