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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
976
Sequent Asset Management
Texas
$961K – – –
TNA
977
True North Advisors
Texas
$959K – – –
WP
978
WMS Partners
Maryland
$957K +$22.7K +124 +2%
HTC
979
Haverford Trust Company
Pennsylvania
$953K -$40K -219 -4%
RWP
980
RWA Wealth Partners
Massachusetts
$950K +$256K +1,403 +32%
FAM
981
Flaharty Asset Management
Florida
$949K – – –
CFA
982
Cahill Financial Advisors
Minnesota
$948K -$35.8K -196 -3%
DPIM
983
Duff & Phelps Investment Management
Illinois
$948K – – –
RA
984
Rational Advisors
New York
$946K +$70.9K +388 +7%
NP
985
NorthRock Partners
Minnesota
$941K -$57.4K -314 -5%
DMBA
986
Deseret Mutual Benefit Administrators
Utah
$935K -$204K -1,115 -16%
CAM
987
Cozad Asset Management
Illinois
$934K +$69.4K +380 +7%
SP
988
Symmetry Partners
Connecticut
$932K – – –
CCA
989
Checchi Capital Advisers
California
$931K -$10.2K -56 -1%
TWP
990
Tempus Wealth Planning
California
$926K +$2.74K +15 +0.3%
CF
991
Centaurus Financial
California
$925K -$131K -718 -11%
IFG
992
Independent Financial Group
California
$924K +$43.7K +239 +4%
TFS
993
Thoroughbred Financial Services
Tennessee
$922K -$37.8K -207 -4%
AWM
994
Apollon Wealth Management
South Carolina
$921K +$26.9K +147 +3%
PIM
995
Penobscot Investment Management
Massachusetts
$920K – – –
CL
996
CPWM LLC
Washington
$920K +$35.6K +195 +4%
SFFS
997
Stonehage Fleming Financial Services
Jersey
$914K – – –
BFG
998
Barber Financial Group
Kansas
$909K +$913 +5 +0.1%
CWP
999
CFM Wealth Partners
Texas
$909K +$18.3K +100 +2%
NFG
1000
Nations Financial Group
Iowa
$905K -$6.21K -34 -0.6%
38 39
40
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