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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
951
Colonial Trust Advisors
South Carolina
$478K +$119K +2,305 +36%
OWD
952
Osborn Williams & Donohoe
Ohio
$470K -$1.54K -30 -0.3%
SS
953
Sunbelt Securities
Texas
$470K +$12.7K +246 +3%
SOAMC
954
Spirit of America Management Corp
New York
$469K – – –
FFA
955
First Foundation Advisors
California
$468K -$152K -2,957 -26%
EWM
956
Edge Wealth Management
New York
$468K – – –
CK
957
Cohen Klingenstein
New York
$467K – – –
BG
958
Bahl & Gaynor
Ohio
$466K +$62K +1,205 +17%
ACP
959
Ashfield Capital Partners
California
$465K -$3.19K -62 -0.7%
CHJWM
960
Carlton Hofferkamp & Jenks Wealth Management
Texas
$464K -$7.61K -148 -2%
WIA
961
Wealthstreet Investment Advisors
Texas
$464K +$434K +8,447 New
MGIA
962
Matthew Goff Investment Advisor
Texas
$461K +$2.01K +39 +0.5%
FHA
963
First Horizon Advisors
Tennessee
$460K -$32.3K -629 -7%
GT
964
Greenleaf Trust
Michigan
$460K +$92.6K +1,801 +27%
CLOS
965
Compagnie Lombard Odier SCmA
Switzerland
$458K -$514K -10,000 -54%
IIM
966
Ipswich Investment Management
Massachusetts
$457K – – –
PFS
967
Physicians Financial Services
North Carolina
$456K -$61.7K -1,200 -13%
GCA
968
Gideon Capital Advisors
New York
$455K +$427K +8,297 New
AWM
969
AE Wealth Management
Kansas
$453K +$67.7K +1,316 +19%
HAG
970
HighPoint Advisor Group
Illinois
$448K -$17.2K -334 -4%
BCM
971
BTR Capital Management
California
$446K – – –
WA
972
Waverly Advisors
Alabama
$444K -$34.5K -670 -8%
AF
973
Aldebaran Financial
$443K -$128K -2,483 -24%
CIC
974
Crawford Investment Counsel
Georgia
$440K – – –
LWAC
975
Laurel Wealth Advisors (California)
California
$439K -$33.6K -653 -8%
37 38
39
40 41