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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1151
Sanders Morris Harris
Texas
$655K -$405K -5,125 -39%
PP
1152
Patten & Patten
Tennessee
$645K +$51.3K +648 +9%
CCA
1153
Checchi Capital Advisers
California
$643K -$81K -1,024 -11%
IC
1154
Intersect Capital
California
$641K +$75.4K +953 +14%
VIA
1155
Virtus Investment Advisers
Connecticut
$639K -$31.6K -399 -5%
LJHT
1156
Laurie J. Hall Trustee
$638K -$10.7K -135 -2%
NFC
1157
Northeast Financial Consultants
Connecticut
$638K +$35.5K +449 +6%
CWM
1158
Confluence Wealth Management
Oregon
$637K -$48.3K -610 -7%
AW
1159
ACG Wealth
Georgia
$635K -$31.5K -398 -5%
BDF
1160
Balasa Dinverno & Foltz
$635K +$33.6K +425 +6%
TMAM
1161
Tokio Marine Asset Management
Japan
$621K -$214K -2,708 -26%
NB
1162
Nicolet Bankshares
Wisconsin
$620K +$88.5K +1,119 +17%
AAC
1163
Asset Advisors Corp
Georgia
$618K – – –
SLF
1164
Sun Life Financial
Ontario, Canada
$609K +$10.7K +135 +2%
BWAM
1165
Boyd Watterson Asset Management
Ohio
$608K -$97.3K -1,230 -14%
RWA
1166
Ropes Wealth Advisors
Massachusetts
$607K +$19.1K +242 +3%
SCI
1167
S&CO Inc
Massachusetts
$605K – – –
OI
1168
Oakbrook Investments
Illinois
$599K +$198K +2,500 +51%
BHBT
1169
Burke & Herbert Bank & Trust
Virginia
$598K – – –
FBFS
1170
First Business Financial Services
Wisconsin
$596K +$66K +834 +13%
TPWA
1171
TRUE Private Wealth Advisors
Oregon
$590K +$3.48K +44 +0.6%
FHA
1172
First Horizon Advisors
Tennessee
$589K +$16.5K +209 +3%
SS
1173
Simplicity Solutions
Minnesota
$586K -$918K -11,611 -62%
HSA
1174
HBK Sorce Advisory
Pennsylvania
$585K -$5.06K -64 -0.9%
SC
1175
Savant Capital
Illinois
$580K -$6.57K -83 -1%
45 46
47
48 49