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Name Holding Trade Value Shares
Change 		Change in
Stake
ESBC
1801
E.S. Barr & Co
Kentucky
$938K +$42.8K +377 +5%
HIIFS
1802
Harel Insurance Investments & Financial Services
Israel
$938K +$227K +2,000 +33%
EBWM
1803
Eagle Bluffs Wealth Management
Missouri
$936K +$906K +7,980 New
CPA
1804
Clear Perspective Advisors
Illinois
$935K +$86.3K +760 +11%
UBG
1805
United Bank (Georgia)
Georgia
$934K +$41.9K +369 +5%
GTAM
1806
Global Trust Asset Management
Florida
$934K +$460K +4,050 +104%
ESCM
1807
Echo Street Capital Management
New York
$932K +$902K +7,945 New
IAMOG
1808
Investors Asset Management of Georgia
Georgia
$928K +$22.1K +195 +3%
WHC
1809
Wulff, Hansen & Co
California
$928K +$898K +7,905 New
SAM
1810
S.A. Mason
Michigan
$926K +$8.41K +74 +0.9%
TGAM
1811
TBH Global Asset Management
Tennessee
$926K +$323K +2,841 +56%
CWA
1812
Consilium Wealth Advisory
Texas
$925K +$895K +7,880 New
WCM
1813
Windsor Capital Management
Arizona
$917K +$16K +141 +2%
IA
1814
IndexIQ Advisors
New York
$916K +$115K +1,013 +15%
FFWA
1815
FRG Family Wealth Advisors
Washington
$913K +$47.4K +417 +6%
ITIM
1816
Indiana Trust & Investment Management
Indiana
$912K -$22.7K -200 -3%
CWM
1817
Cedar Wealth Management
California
$911K -$286K -2,522 -25%
FCFS
1818
First Command Financial Services
Texas
$911K +$162K +1,423 +22%
CFA
1819
Compass Financial Advisors
Indiana
$907K +$878K +7,733 New
DF
1820
Donoghue Forlines
Massachusetts
$906K +$877K +7,721 New
EML
1821
Eos Management LP
New York
$904K – – –
HCP
1822
Holt Capital Partners
Texas
$904K – – –
SF
1823
Summit Financial
New Jersey
$902K +$57.9K +510 +7%
RVPG
1824
Relative Value Partners Group
$901K – – –
SJIM
1825
St. Johns Investment Management
Florida
$901K +$41.9K +369 +5%
71 72
73
74 75