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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
551
Capital Planning Advisors
California
$369K – – –
IB
552
Intrust Bank
Kansas
$368K -$36.7K -1,363 -10%
AAM
553
Autus Asset Management
Arizona
$366K -$30.3K -1,123 -8%
FG
554
Fiduciary Group
Georgia
$365K -$4.63K -172 -1%
EAM
555
Eagle Asset Management
Florida
$365K +$329K +12,221 New
SFA
556
Sequoia Financial Advisors
Ohio
$364K -$28.5K -1,059 -8%
HPBT
557
High Point Bank & Trust
North Carolina
$364K – – –
NAM
558
North American Management
Massachusetts
$361K – – –
CPSAC
559
Chas P. Smith & Associates (CPS)
Florida
$359K +$73K +2,709 +29%
CFG
560
Citizens Financial Group
Rhode Island
$359K +$101K +3,743 +45%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$358K -$134K -4,979 -29%
BAM
562
Brave Asset Management
New Jersey
$358K -$17.6K -654 -5%
AMG
563
Advisors Management Group
Wisconsin
$358K +$4.55K +169 +1%
FWIA
564
Fort Washington Investment Advisors
Ohio
$357K +$322K +11,947 New
CAM
565
Chou Associates Management
Ontario, Canada
$355K – – –
SGAM
566
Steinberg Global Asset Management
Florida
$354K – – –
LW
567
Linscomb Wealth
Texas
$354K +$835 +31 +0.3%
LJAC
568
L.J. Altfest & Co
New York
$352K +$317K +11,777 New
MIH
569
Madison Investment Holdings
Wisconsin
$349K +$315K +11,697 New
TCOO
570
Trust Company of Oklahoma
Oklahoma
$348K – – –
GC
571
Grimes & Company
Massachusetts
$346K +$77.7K +2,883 +33%
SCA
572
Snowden Capital Advisors
New York
$346K – – –
PBO
573
Peoples Bank (Ohio)
Ohio
$344K -$3.18K -118 -1%
SCM
574
Southport Capital Management
Tennessee
$343K +$43.9K +1,629 +17%
MHS
575
M Holdings Securities
Oregon
$342K -$242 -9 -0.1%
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