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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1051
Summit Financial Group
West Virginia
$2.4M – – –
BFG
1052
Beacon Financial Group
Texas
$2.39M +$1.75M +17,091 +297%
FC
1053
Ferris Capital
Massachusetts
$2.39M – – –
WSC
1054
Wellington Shields & Co
New York
$2.38M – – –
GT
1055
Greenleaf Trust
Michigan
$2.38M +$289K +2,826 +14%
FCMT
1056
Founders Capital Management (Texas)
Texas
$2.38M -$63.7K -623 -3%
BP
1057
BBR Partners
New York
$2.37M +$2.32M +22,643 New
CVM
1058
Cheviot Value Management
California
$2.37M +$146K +1,428 +7%
THWM
1059
Taylor Hoffman Wealth Management
Virginia
$2.37M +$457K +4,467 +25%
CG
1060
Caprock Group
Idaho
$2.37M -$61.1K -597 -3%
RG
1061
Rikoon Group
New Mexico
$2.36M -$8.69K -85 -0.4%
NIC
1062
Northwest Investment Counselors
Oregon
$2.36M -$7.06K -69 -0.3%
DM
1063
Delphi Management
Massachusetts
$2.35M -$39.2K -383 -2%
BCM
1064
Boltwood Capital Management
California
$2.35M -$17.4K -170 -0.8%
CCM
1065
Condor Capital Management
New Jersey
$2.35M +$64.1K +627 +3%
SBL
1066
Sargent Bickham Lagudis
Colorado
$2.35M +$359K +3,513 +19%
HCM
1067
Harvey Capital Management
Florida
$2.35M – – –
BCM
1068
Birmingham Capital Management
Alabama
$2.34M -$137K -1,341 -6%
BG
1069
Bollard Group
Massachusetts
$2.34M – – –
MLL
1070
Moody Lynn & Lieberson
Massachusetts
$2.33M -$70.9K -693 -3%
AC
1071
Alexandria Capital
Virginia
$2.33M -$133K -1,298 -6%
DAM
1072
Diamant Asset Management
Connecticut
$2.32M – – –
CCM
1073
Consolidated Capital Management
California
$2.32M +$412K +4,025 +22%
LWAC
1074
Laurel Wealth Advisors (California)
California
$2.31M -$23K -225 -1%
FFSOTS
1075
Fiduciary Financial Services of The Southwest
Texas
$2.31M +$16.9K +165 +0.8%
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