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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1101
Barton Investment Management
Pennsylvania
$771K – – –
ACM
1102
Apex Capital Management
Ohio
$764K +$7.23K +82 +1%
MHS
1103
M Holdings Securities
Oregon
$759K +$81.7K +926 +11%
RT
1104
Rockland Trust
Massachusetts
$757K +$32K +363 +4%
TH
1105
TCTC Holdings
Texas
$756K +$26.5K +300 +4%
ECAM
1106
East Coast Asset Management
Massachusetts
$753K – – –
CFA
1107
Carroll Financial Associates
North Carolina
$751K +$12K +136 +2%
HSA
1108
HBK Sorce Advisory
Pennsylvania
$748K +$16.1K +182 +2%
BRWA
1109
B. Riley Wealth Advisors
Florida
$745K -$270K -3,062 -19%
FPCM
1110
Financial Partners Capital Management
New York
$744K – – –
CBN
1111
Cadence Bank NA
Texas
$736K – – –
TT
1112
Tiedemann Trust
Delaware
$731K -$30.6K -347 -4%
BFEC
1113
Benjamin F. Edwards & Company
Missouri
$728K +$7.59K +86 +1%
ICOA
1114
Investment Centers of America
North Dakota
$725K +$294K +3,331 +69%
CIM
1115
CenturyLink Investment Management
Colorado
$723K -$1.44M -16,311 -67%
QCMC
1116
Quantum Capital Management (California)
California
$723K -$43.1K -489 -6%
MSR
1117
Main Street Research
Connecticut
$721K +$44.1K +500 +7%
CCG
1118
Chatham Capital Group
Georgia
$721K +$714K +8,100 New
WOC
1119
West Oak Capital
California
$719K -$2.21K -25 -0.3%
MBT
1120
Montecito Bank & Trust
California
$718K -$21.5K -244 -3%
FC
1121
Forte Capital
New York
$718K +$711K +8,060 New
FAG
1122
Financial Advisory Group
Texas
$717K – – –
CFA
1123
Cahill Financial Advisors
Minnesota
$713K +$35.3K +400 +5%
RCM
1124
Reynolds Capital Management
Nevada
$712K -$159K -1,800 -18%
SAS
1125
Spectrum Advisory Services
Georgia
$712K -$17.6K -200 -2%
43 44
45
46 47