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Name Holding Trade Value Shares
Change 		Change in
Stake
IT
1201
Independence Trust
Tennessee
$448K +$120K +1,790 +39%
FFA
1202
First Foundation Advisors
California
$447K -$39K -583 -8%
DMC
1203
Drexel Morgan & Co
Pennsylvania
$447K – – –
RWM
1204
Raffa Wealth Management
District of Columbia
$447K -$31.8K -475 -7%
FNFDCM
1205
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$443K -$11K -165 -3%
CK
1206
Carnick & Kubik
Colorado
$441K -$23.4K -350 -5%
MG
1207
MDE Group
New Jersey
$441K +$12.7K +190 +3%
BFM
1208
Boston Financial Management
Massachusetts
$438K +$2.81K +42 +0.7%
BSWMG
1209
Barrington Strategic Wealth Management Group
Illinois
$438K +$20.7K +310 +5%
EFSCE
1210
Enterprise Financial Services Corp (EFSC)
Missouri
$437K +$11.8K +177 +3%
SC
1211
Stratford Consulting
Texas
$437K +$14.8K +221 +4%
CWM
1212
Cabot Wealth Management
Massachusetts
$435K -$4.15K -62 -1%
BOK
1213
Bank of Kentucky
Kentucky
$435K +$103K +1,545 +33%
CIA
1214
CCM Investment Advisers
South Carolina
$430K -$1.67K -25 -0.4%
LC
1215
Lilley & Co
Michigan
$430K +$50.3K +752 +14%
BRWM
1216
B. Riley Wealth Management
Tennessee
$429K +$408K +6,094 New
PWM
1217
Perigon Wealth Management
California
$419K +$26.8K +400 +7%
BB
1218
Busey Bank
Illinois
$418K -$6.33M -94,625 -94%
MBE
1219
Michael B. Elefante
$418K – – –
CFMC
1220
Curbstone Financial Management Corp
New Hampshire
$417K +$396K +5,922 New
CL
1221
Choreo LLC
Illinois
$411K +$391K +5,845 New
MIP
1222
Marietta Investment Partners
Wisconsin
$410K -$15.4K -230 -4%
JRP
1223
Jasper Ridge Partners
California
$409K – – –
ICM
1224
IMS Capital Management
Oregon
$409K +$10K +150 +3%
WIS
1225
Wright Investors Service
Connecticut
$408K -$81.9K -1,224 -17%
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