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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1001
Cavalier Investments
Georgia
$611K +$570K +7,900 New
BCM
1002
BTR Capital Management
California
$609K -$3.61K -50 -0.6%
VHAM
1003
Van Hulzen Asset Management
California
$608K +$57.3K +795 +11%
HIC
1004
Holderness Investments Company
North Carolina
$606K -$8.29K -115 -1%
CT
1005
Coastline Trust
Rhode Island
$604K -$2.88K -40 -0.5%
RC
1006
RegentAtlantic Capital
New Jersey
$602K +$57.7K +800 +11%
CWM
1007
Catamount Wealth Management
Connecticut
$602K +$66.3K +920 +13%
PFS
1008
Prospera Financial Services
Texas
$602K +$181K +2,511 +45%
SHCM
1009
Stokes & Hubbell Capital Management
Louisiana
$600K -$25.2K -350 -4%
CA
1010
Callahan Advisors
Texas
$599K -$2.09K -29 -0.4%
BFEC
1011
Benjamin F. Edwards & Company
Missouri
$595K +$21.5K +298 +4%
CB
1012
Cadence Bank
Mississippi
$595K +$39.5K +548 +8%
EFSCE
1013
Enterprise Financial Services Corp (EFSC)
Missouri
$593K -$68.9K -956 -11%
MSS
1014
Mitchell Sinkler & Starr
Pennsylvania
$588K – – –
LOAMS
1015
Lombard Odier Asset Management (Switzerland)
Switzerland
$586K +$293K +4,056 +115%
WIA
1016
Wealthstreet Investment Advisors
Texas
$582K -$42.2K -585 -7%
UCMOK
1017
United Capital Management of KS
Kansas
$582K +$555K +7,701 New
SC
1018
SRB Corp
Massachusetts
$579K +$539K +7,480 New
CRC
1019
Curi RMB Capital
Illinois
$578K – – –
GP
1020
Girard Partners
Pennsylvania
$572K +$52.2K +724 +11%
RHBC
1021
R.H. Bluestein & Co
Michigan
$569K -$389K -5,400 -42%
FHA
1022
First Horizon Advisors
Tennessee
$569K -$48.8K -677 -8%
BIAS
1023
Beacon Investment Advisory Services
New Jersey
$568K -$21.6K -300 -4%
CA
1024
CapWealth Advisors
Tennessee
$565K -$14.8K -205 -3%
BP
1025
Ballentine Partners
Massachusetts
$565K -$4.62K -64 -0.9%
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