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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
426
International Assets Investment Management
Florida
$605K -$59.8K -1,953 -8%
OPCM
427
Osborne Partners Capital Management
California
$605K +$654K +21,340 New
FFWA
428
FRG Family Wealth Advisors
Washington
$596K – – –
GI
429
Gradient Investments
Minnesota
$594K -$173K -5,661 -21%
BS
430
Boenning & Scattergood
Pennsylvania
$591K +$11.9K +387 +2%
MCM
431
Mill Capital Management
North Carolina
$584K -$28.7K -938 -4%
ET
432
Equitable Trust
Tennessee
$577K – – –
TG
433
TCW Group
California
$575K – – –
DAS
434
Dynamic Advisor Solutions
Arizona
$573K -$27.4K -895 -4%
APA
435
American Portfolios Advisors
New York
$568K -$12.3K -403 -2%
CL
436
COWA LLC
Oklahoma
$568K -$21.2K -692 -3%
BP
437
BBR Partners
New York
$567K -$980K -32,000 -62%
CM
438
CoreCommodity Management
Connecticut
$565K -$3.52M -114,767 -85%
BIM
439
Bridges Investment Management
Nebraska
$563K -$44.4K -1,450 -7%
LW
440
Linscomb Wealth
Texas
$559K +$35.4K +1,156 +6%
MOS
441
MGO One Seven
Ohio
$558K +$123 +4 +0%
CT
442
Chicago Trust
Illinois
$557K -$6.89K -225 -1%
CS
443
Comerica Securities
Michigan
$555K -$12K -391 -2%
KS
444
Karpas Strategies
Connecticut
$555K – – –
CCA
445
Checchi Capital Advisers
California
$554K +$109K +3,559 +23%
RCM
446
RNC Capital Management
California
$553K +$13.8K +451 +2%
MNBTD
447
Moody National Bank Trust Division
Texas
$551K -$872K -28,450 -59%
FCA
448
FinTrust Capital Advisors
South Carolina
$551K -$6.92K -226 -1%
KTC
449
Kistler-Tiffany Companies
Pennsylvania
$549K -$628K -20,502 -51%
VWA
450
V Wealth Advisors
Kansas
$538K +$3.06K +100 +0.5%
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