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Name Holding Trade Value Shares
Change 		Change in
Stake
BE
976
Bonness Enterprises
District of Columbia
$3.94M – – –
ACP
977
Aviance Capital Partners
Florida
$3.94M +$12.7K +278 +0.3%
CWM
978
Compass Wealth Management
Connecticut
$3.92M +$3.74M +82,267 New
CCG
979
Cypress Capital Group
Florida
$3.91M +$199K +4,380 +6%
KFP
980
KMG Fiduciary Partners
Ohio
$3.9M +$178K +3,903 +5%
RAM
981
Roanoke Asset Management
New Jersey
$3.89M -$137K -3,012 -4%
BIMC
982
Benson Investment Management Company
Virginia
$3.89M +$3.72M +81,655 New
RWA
983
Roberts Wealth Advisors
California
$3.89M +$33.1K +728 +0.9%
CFMC
984
Curbstone Financial Management Corp
New Hampshire
$3.88M +$25K +550 +0.7%
BIG
985
Builder Investment Group
Georgia
$3.87M +$3.7M +81,329 New
WI
986
Wintrust Investments
Illinois
$3.87M -$389K -8,542 -9%
GL
987
Graypoint LLC
New York
$3.86M +$25.3K +556 +0.7%
RGC
988
Roberts, Glore & Co
Illinois
$3.85M -$241K -5,295 -6%
ADL
989
Asset Dedication LLC
California
$3.83M +$641K +14,077 +21%
LOAME
990
Lombard Odier Asset Management (Europe)
United Kingdom
$3.83M +$394K +8,649 +12%
GCM
991
Graham Capital Management
Connecticut
$3.83M +$1.4M +30,716 +62%
VNIM
992
Vaughan Nelson Investment Management
Texas
$3.83M +$115K +2,525 +3%
FAP
993
Financial Advisory Partners
Florida
$3.82M -$20.7K -454 -0.6%
BB
994
Berkshire Bank
Massachusetts
$3.82M -$284K -6,240 -7%
EFM
995
E Fund Management
China
$3.82M -$170K -3,742 -4%
RA
996
Royce & Associates
New York
$3.81M -$637K -14,000 -15%
JCM
997
Jacobi Capital Management
Pennsylvania
$3.81M +$36.4K +799 +1%
HDIM
998
Hanson & Doremus Investment Management
Vermont
$3.81M +$620K +13,612 +21%
ZIG
999
Zurich Insurance Group
Switzerland
$3.8M – – –
VFA
1000
Valeo Financial Advisors
Indiana
$3.8M +$526K +11,553 +17%
38 39
40
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