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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1226
Halbert Hargrove Global Advisors
California
$522K -$787K -7,486 -58%
KFA
1227
Kays Financial Advisory
Georgia
$519K +$111K +1,053 +24%
IAS
1228
IMA Advisory Services
Colorado
$518K -$27.3K -260 -4%
DWA
1229
Dorsey Wright & Associates
California
$514K -$28.1K -267 -5%
BIM
1230
Bridges Investment Management
Nebraska
$514K – – –
BIC
1231
Bridges Investment Counsel
Nebraska
$514K +$515K +4,900 New
BP
1232
Ballentine Partners
Massachusetts
$511K +$3.05K +29 +0.6%
FNT
1233
First Nebraska Trust
Nebraska
$507K – – –
TCM
1234
Tradewinds Capital Management
Washington
$503K +$210 +2 +0%
AP
1235
AHL Partners
United Kingdom
$502K +$56K +533 +11%
PMFA
1236
Plante Moran Financial Advisors
Michigan
$499K +$13.7K +130 +3%
MHS
1237
M Holdings Securities
Oregon
$498K +$42.2K +401 +8%
ACM
1238
Aviance Capital Management
Florida
$498K +$542K +5,159 New
CCG
1239
Chatham Capital Group
Georgia
$493K -$54.9K -522 -9%
ACM
1240
Ashford Capital Management
Delaware
$492K – – –
BHBT
1241
Burke & Herbert Bank & Trust
Virginia
$487K – – –
JFA
1242
JNBA Financial Advisors
Minnesota
$487K – – –
BFEC
1243
Benjamin F. Edwards & Company
Missouri
$486K +$416K +3,959 +366%
TF
1244
Tompkins Financial
New York
$483K +$78.3K +745 +18%
FBNAT
1245
FirstMerit Bank N.A. Trustee
Ohio
$482K -$61.3K -583 -10%
NFC
1246
Northeast Financial Consultants
Connecticut
$482K – – –
CCMW
1247
Cypress Capital Management (Wyoming)
Wyoming
$481K -$3.15K -30 -0.6%
OIA
1248
Optimum Investment Advisors
Illinois
$478K +$521K +4,953 New
EGA
1249
E&G Advisors
Texas
$473K +$515K +4,900 New
TCB
1250
Texas Capital Bancshares
Texas
$471K -$25.5K -243 -5%
48 49
50
51 52