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Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1076
Midas Management
New York
$774K – – –
AIM
1077
Assured Investment Management
New York
$774K +$736K +10,998 New
WCBA
1078
Weaver C. Barksdale & Associates
Tennessee
$768K – – –
NEIRG
1079
New England Investment & Retirement Group
Massachusetts
$761K -$12.4K -185 -2%
FDS
1080
First Dallas Securities
Texas
$738K -$8.5K -127 -1%
KIG
1081
Kovitz Investment Group
Illinois
$736K +$12.6K +188 +2%
GP
1082
Girard Partners
Pennsylvania
$736K +$60.8K +908 +10%
BC
1083
Banced Corp
Illinois
$735K -$132K -1,965 -16%
PRC
1084
Platte River Capital
Colorado
$728K – – –
SFA
1085
Sequoia Financial Advisors
Ohio
$719K -$1.06M -15,828 -61%
ICM
1086
ICC Capital Management
Florida
$719K -$147K -2,200 -18%
CIS
1087
Capital International Sarl
California
$718K +$114K +1,700 +20%
VWM
1088
Valley Wealth Managers
New Jersey
$714K +$117K +1,750 +21%
MIC
1089
MU Investments Company
Japan
$713K -$250K -3,730 -27%
UFG
1090
United Fire Group
Iowa
$708K – – –
MC
1091
Miles Capital
Iowa
$703K -$20.3K -303 -3%
TIA
1092
Tiemann Investment Advisors
California
$698K – – –
ECM
1093
EagleClaw Capital Management
Massachusetts
$697K +$665K +9,930 New
TIP
1094
Torray Investment Partners
Maryland
$696K -$474K -7,075 -42%
BJL
1095
Brighton Jones LLC
Washington
$696K -$15.3K -229 -2%
FIM
1096
Freedom Investment Management
Connecticut
$696K +$35.1K +525 +6%
EWA
1097
EP Wealth Advisors
California
$691K -$56.9K -850 -8%
WA
1098
Waverly Advisors
Alabama
$687K +$583K +8,710 +822%
HSA
1099
HBK Sorce Advisory
Pennsylvania
$686K +$66.5K +993 +11%
CC
1100
Courier Capital
New York
$685K +$33.5K +500 +5%
42 43
44
45 46