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Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
1226
Amarillo National Bank
Texas
$220K -$429K -8,217 -64%
PAS
1227
Partnervest Advisory Services
California
$220K +$16.6K +318 +7%
DCM
1228
Dynamic Capital Management
Jersey
$219K +$246K +4,700 New
SAM
1229
Summit Asset Management
Tennessee
$218K -$15.6K -298 -6%
CCA
1230
Cobblestone Capital Advisors
New York
$218K -$3.08K -59 -1%
DDPIC
1231
Deroy & Devereaux Private Investment Counsel
Michigan
$218K – – –
LNB
1232
Ledyard National Bank
$218K – – –
GVT
1233
Genesee Valley Trust
New York
$217K -$14.6K -280 -6%
EWM
1234
Empirical Wealth Management
Washington
$216K -$32.9K -630 -12%
CICI
1235
Capital Investment Counsel Inc
North Carolina
$216K -$10.5K -200 -4%
PJSIMP
1236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$216K -$5.23K -100 -2%
ZIC
1237
ZWJ Investment Counsel
Georgia
$215K +$240K +4,593 New
PL
1238
Plancorp LLC
Missouri
$213K – – –
SC
1239
Stratford Consulting
Texas
$213K +$2.82K +54 +1%
WSC
1240
Wellington Shields & Co
New York
$212K – – –
AWE
1241
Avidian Wealth Enterprises
Texas
$211K +$314 +6 +0.1%
MWM
1242
Modera Wealth Management
New Jersey
$210K -$1.78K -34 -0.8%
WRM
1243
Westport Resources Management
Connecticut
$206K -$74.4K -1,424 -24%
JT
1244
Jump Trading
Illinois
$205K -$435K -8,332 -65%
EIA
1245
Edgemoor Investment Advisors
Maryland
$205K -$19.3K -370 -8%
PG
1246
Patten Group
Tennessee
$203K -$25.8K -494 -10%
PFM
1247
Parsec Financial Management
North Carolina
$201K +$225K +4,308 New
EDRS
1248
Edmond de Rothschild (Suisse)
Switzerland
$196K +$57.5K +1,100 +35%
KLWA
1249
Kelly Lawrence W & Associates
California
$187K – – –
JWM
1250
Jacobus Wealth Management
Wisconsin
$185K -$3.66K -70 -2%
48 49
50
51 52