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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1026
Abbot Financial Management
Massachusetts
$895K – – –
PA
1027
Procyon Advisors
Connecticut
$894K +$45.6K +457 +6%
WIM
1028
Wittenberg Investment Management
Massachusetts
$889K +$866K +8,685 New
MGIA
1029
Moneta Group Investment Advisors
Missouri
$888K -$50.8K -509 -6%
JHCP
1030
Jackson Hole Capital Partners
Oklahoma
$888K +$24.9K +250 +3%
RMC
1031
Resources Management Corp
Connecticut
$887K -$8.48K -85 -1%
LIM
1032
Leavell Investment Management
Alabama
$887K – – –
BMC
1033
Beaton Management Company
Massachusetts
$885K – – –
FM
1034
Foster & Motley
Ohio
$884K -$23K -231 -3%
CAM
1035
Campion Asset Management
Virginia
$884K – – –
OA
1036
Oxbow Advisors
Texas
$882K +$11.1K +111 +1%
OPA
1037
Old Port Advisors
Maine
$877K -$25K -251 -3%
NHC
1038
Nicholas Hoffman & Company
Georgia
$876K -$117K -1,174 -12%
S
1039
Seeyond
France
$874K -$267K -2,680 -24%
SMC
1040
Smith, Moore & Co
Missouri
$872K +$39.3K +394 +5%
BCCM
1041
Bridge Creek Capital Management
Massachusetts
$871K -$11.8K -118 -1%
CA
1042
CoreCap Advisors
Michigan
$868K -$250K -2,503 -23%
PCM
1043
Pointe Capital Management
Michigan
$863K -$14.3K -143 -2%
EHC
1044
Everett Harris & Co
California
$862K -$4.99K -50 -0.6%
MWM
1045
Mission Wealth Management
California
$862K +$90.2K +904 +12%
TWM
1046
Tanager Wealth Management
United Kingdom
$860K – – –
WC
1047
Westhampton Capital
North Carolina
$860K – – –
LJAC
1048
L.J. Altfest & Co
New York
$860K +$2.1K +21 +0.3%
CSPIA
1049
Cary Street Partners Investment Advisory
Virginia
$859K +$173K +1,735 +26%
CA
1050
Callahan Advisors
Texas
$858K -$499 -5 -0.1%
40 41
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43 44