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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
476
Marathon Capital Management
Maryland
$758K +$714K +19,703 New
PAM
477
Premier Asset Management
Illinois
$757K +$18.4K +508 +3%
LIC
478
Lodestar Investment Counsel
Illinois
$755K -$15.6K -430 -2%
KS
479
Karpas Strategies
Connecticut
$754K -$10.7K -295 -1%
GLA
480
Great Lakes Advisors
Illinois
$754K +$163K +4,490 +30%
SC
481
Savant Capital
Illinois
$745K -$21.7K -600 -3%
PMG
482
ProVise Management Group
Florida
$744K -$392K -10,825 -36%
FAIM
483
Financial Advocates Investment Management
Washington
$743K +$700K +19,320 New
GIM
484
Goelzer Investment Management
Indiana
$741K +$34.5K +952 +5%
TRCT
485
Tower Research Capital (TRC)
New York
$740K +$281K +7,770 +68%
DWA
486
Douglass Winthrop Advisors
New York
$736K -$22.5K -621 -3%
HCM
487
Hollencrest Capital Management
California
$735K -$10.4K -288 -1%
VWA
488
V Wealth Advisors
Kansas
$727K -$6.48K -179 -0.9%
PAWC
489
P.A.W. Capital
Connecticut
$715K -$131K -3,605 -16%
PG
490
Pendal Group
Australia
$713K -$10.1K -279 -1%
CA
491
Calton & Associates
Florida
$709K +$649K +17,917 New
LFAS
492
Level Four Advisory Services
Texas
$703K +$66.4K +1,833 +11%
FMWA
493
Forvis Mazars Wealth Advisors
Missouri
$700K -$75.5K -2,084 -10%
LIA
494
LS Investment Advisors
Michigan
$691K -$6.7K -185 -1%
FIB
495
First Interstate Bank
Montana
$683K -$20.4K -562 -3%
SGAM
496
Smith Group Asset Management
Texas
$678K -$20.9K -576 -3%
SSG
497
Summit Securities Group
New York
$677K +$404K +11,157 +173%
KWA
498
KCS Wealth Advisory
California
$677K +$637K +17,592 New
JC
499
Jacobs & Co
California
$675K -$47.3K -1,306 -7%
CPSAC
500
Chas P. Smith & Associates (CPS)
Florida
$673K +$244K +6,722 +62%
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