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Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1101
Raab & Moskowitz Asset Management
New Jersey
$973K -$32.3K -519 -3%
CHJWM
1102
Carlton Hofferkamp & Jenks Wealth Management
Texas
$970K +$13.3K +213 +2%
DBIA
1103
Dumont & Blake Investment Advisors
New Jersey
$965K +$17.9K +287 +2%
GRP
1104
Global Retirement Partners
California
$963K -$44K -707 -4%
GAMC
1105
Garner Asset Management Corp
Texas
$963K -$20.9K -336 -2%
AIA
1106
AGF Investments America
Ontario, Canada
$962K +$12.4K +200 +1%
APW
1107
Aurora Private Wealth
New Jersey
$962K +$130K +2,088 +15%
CIA
1108
Choate Investment Advisors
Massachusetts
$955K – – –
MBT
1109
Montecito Bank & Trust
California
$949K +$11.1K +179 +1%
GC
1110
Grace Capital
Massachusetts
$946K -$197K -3,169 -16%
WQ
1111
Wealth Quarterback
New Jersey
$946K – – –
KS
1112
Karpas Strategies
Connecticut
$943K – – –
1SB
1113
1ST Source Bank
Indiana
$940K -$74.2K -1,193 -7%
PTC
1114
Private Trust Company
Ohio
$938K +$86.6K +1,392 +9%
DT
1115
Diversified Trust
Tennessee
$931K +$345K +5,550 +53%
CFGS
1116
Concourse Financial Group Securities
Alabama
$927K +$100K +1,607 +11%
MMG
1117
Monetary Management Group
Missouri
$926K – – –
MIC
1118
Meridian Investment Counsel
California
$915K – – –
TAM
1119
Tocqueville Asset Management
New York
$913K -$100K -1,612 -9%
WAM
1120
Wealthspire Advisors (Maryland)
Maryland
$912K +$16K +257 +2%
PG
1121
Proffitt & Goodson
Tennessee
$912K +$24.1K +387 +3%
TAIM
1122
TD Ameritrade Investment Management
Nebraska
$911K -$63.8K -1,026 -6%
SBH
1123
Segall Bryant & Hamill
Illinois
$909K +$211K +3,398 +28%
ABP
1124
Arthur B. Page
$908K +$62.3K +1,002 +7%
9WM
1125
9258 Wealth Management
Ohio
$907K +$62.8K +1,010 +7%
43 44
45
46 47