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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1151
Sawgrass Asset Management
Florida
$625K +$80.3K +1,150 +15%
DD
1152
Dominick & Dominick
New York
$624K -$37.8K -542 -6%
DBT
1153
Dubuque Bank & Trust
Iowa
$623K +$41.2K +590 +7%
MBT
1154
Montecito Bank & Trust
California
$617K +$273K +3,905 +78%
LPC
1155
Loeb Partners Corp
New York
$616K – – –
SC
1156
Savant Capital
Illinois
$611K +$18.6K +267 +3%
PFS
1157
Prospera Financial Services
Texas
$611K +$146K +2,094 +31%
BRWM
1158
B. Riley Wealth Management
Tennessee
$611K +$165K +2,363 +36%
BAS
1159
Brown Advisory Securities
Maryland
$610K +$31.7K +454 +5%
NDSI
1160
Newman Dignan & Sheerar Inc
Rhode Island
$608K -$12.2K -175 -2%
NC
1161
NewSquare Capital
Pennsylvania
$607K +$94.4K +1,352 +18%
AIM
1162
Aspen Investment Management
Michigan
$595K -$20.9K -300 -3%
FI
1163
FormulaFolio Investments
Michigan
$595K +$601K +8,615 New
YP
1164
Yellowstone Partners
Idaho
$591K +$367K +5,261 +160%
NAM
1165
North American Management
Massachusetts
$589K – – –
HIC
1166
Holderness Investments Company
North Carolina
$589K +$596K +8,534 New
GIS
1167
Guardian Investor Services
New York
$588K -$14.3K -205 -2%
CK
1168
Cohen Klingenstein
New York
$587K – – –
CHAM
1169
Clear Harbor Asset Management
Connecticut
$584K +$229K +3,280 +63%
GRQ
1170
Gardner Russo & Quinn
Pennsylvania
$577K -$69.8K -1,000 -11%
BDF
1171
Balasa Dinverno & Foltz
$576K +$59K +845 +11%
EML
1172
Eos Management LP
New York
$574K – – –
FNB
1173
Farmers National Bank
Kentucky
$573K +$579K +8,300 New
CPA
1174
Capital Planning Advisors
California
$569K +$575K +8,242 New
FFC
1175
First Financial Corp
Indiana
$568K -$17.1K -245 -3%
45 46
47
48 49