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Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
1251
Lee, Danner & Bass
Tennessee
$332K – – –
AT
1252
Argent Trust
Texas
$330K +$30.3K +299 +10%
LC
1253
Lourd Capital
California
$326K -$10.8K -107 -3%
FWM
1254
Frontier Wealth Management
Missouri
$325K +$318K +3,145 New
BST
1255
Bath Savings Trust
Maine
$323K +$317K +3,132 New
DAS
1256
Dynamic Advisor Solutions
Arizona
$321K -$724K -7,159 -70%
GA
1257
Geller Advisors
New York
$320K -$67K -662 -18%
MCM
1258
McRae Capital Management
New Jersey
$320K – – –
HIM
1259
Hillsdale Investment Management
Ontario, Canada
$320K +$314K +3,100 New
ANB
1260
Amarillo National Bank
Texas
$319K -$584K -5,769 -65%
T
1261
Thomaspartners
Massachusetts
$319K -$40K -395 -11%
TDC
1262
Thompson Davis & Co
Virginia
$317K -$47K -464 -13%
HCM
1263
Harvest Capital Management
New Hampshire
$313K – – –
NEPPG
1264
New England Professional Planning Group
Rhode Island
$313K +$6.07K +60 +2%
YP
1265
Yellowstone Partners
Idaho
$312K +$101 +1 +0%
B
1266
BancorpSouth
Mississippi
$311K -$135K -1,330 -31%
SIM
1267
SSI Investment Management
California
$311K -$7.29K -72 -2%
RCIM
1268
Russell Clark Investment Management
United Kingdom
$310K – – –
IIM
1269
Ironwood Investment Management
Massachusetts
$310K +$12.6K +125 +4%
AIM
1270
Assured Investment Management
New York
$310K +$304K +3,007 New
MJRIC
1271
Mogy Joel R Investment Counsel
California
$308K – – –
CSIC
1272
Clifford Swan Investment Counsel
California
$304K – – –
WPW
1273
Waldron Private Wealth
Pennsylvania
$303K -$11.5K -114 -4%
SFM
1274
Signature Financial Management
Virginia
$302K +$73.5K +726 +33%
GWM
1275
Gupta Wealth Management
California
$298K +$292K +2,888 New
49 50
51
52 53