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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
326
Independent Advisor Alliance
North Carolina
$2.08M +$240K +5,857 +14%
FBT
327
First Bank & Trust
South Dakota
$2.06M -$25K -610 -1%
ATC
328
Argent Trust Co
Tennessee
$2.06M +$109K +2,671 +6%
LI
329
Longer Investments
Arkansas
$2.05M -$43.7K -1,066 -2%
TF
330
TIAA FSB
Florida
$2.01M -$187K -4,574 -9%
V
331
Veritable
Delaware
$2M -$171K -4,161 -8%
CI
332
Capital Innovations
Wisconsin
$2M +$558K +13,607 +41%
VWM
333
Venturi Wealth Management
Texas
$1.99M +$1.59M +38,917 +550%
HPC
334
Hobart Private Capital
North Carolina
$1.99M +$26.4K +645 +1%
RIL
335
Rothschild Investment LLC
Illinois
$1.98M -$58.3K -1,422 -3%
SAM
336
Silvercrest Asset Management
New York
$1.94M +$35K +854 +2%
MCM
337
Monarch Capital Management
Indiana
$1.9M +$17.3K +421 +1%
BC
338
Brinker Capital
Pennsylvania
$1.88M -$196K -4,779 -10%
ACG
339
Allen Capital Group
Nebraska
$1.88M -$62.7K -1,529 -3%
MAFM
340
Mid Atlantic Financial Management
Pennsylvania
$1.88M -$2.91K -71 -0.2%
MRCM
341
M&R Capital Management
New Jersey
$1.86M -$691K -16,854 -28%
HKAM
342
Horizon Kinetics Asset Management
New York
$1.86M +$1.77M +43,162 New
IC
343
Investment Counsel
Michigan
$1.84M -$80.7K -1,969 -4%
NIT
344
NumerixS Investment Technologies
British Columbia, Canada
$1.83M +$1.75M +42,708 New
FFC
345
First Financial Corp
Indiana
$1.8M -$30.4K -742 -2%
CC
346
Chicago Capital
Illinois
$1.8M -$60.2K -1,469 -3%
WCA
347
Westover Capital Advisors
Delaware
$1.79M +$342K +8,352 +25%
BBA
348
BLB&B Advisors
Pennsylvania
$1.78M -$71K -1,733 -4%
FNBT
349
FineMark National Bank & Trust
Florida
$1.77M +$282K +6,873 +20%
WPW
350
Winthrop Partners - WNY
New York
$1.77M -$17.7K -431 -1%
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