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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1101
Searle & Co
Connecticut
$1.95M – – –
MWAM
1102
Manhattan West Asset Management
California
$1.94M +$249K +2,356 +13%
FFM
1103
Fisher Funds Management
New Zealand
$1.94M – – –
TAM
1104
Trust Asset Management
Texas
$1.94M – – –
BFA
1105
Buttonwood Financial Advisors
Maryland
$1.93M -$291K -2,755 -12%
CIC
1106
Canal Insurance Company
South Carolina
$1.93M +$2.11M +20,000 New
DI
1107
DKRT Investments
$1.93M -$1.06M -10,000 -33%
AWAP
1108
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.92M +$149K +1,413 +8%
SPC
1109
Sigma Planning Corp
Michigan
$1.91M -$841K -7,960 -29%
NW
1110
Naviter Wealth
Arkansas
$1.91M +$76.9K +728 +4%
SLI
1111
Sumitomo Life Insurance
Japan
$1.91M +$52.7K +499 +3%
MBT
1112
Montecito Bank & Trust
California
$1.91M -$170K -1,608 -8%
PPWP
1113
Premier Path Wealth Partners
New Jersey
$1.91M -$133K -1,255 -6%
MHC
1114
Meyer Handelman Company
New York
$1.9M – – –
AB
1115
Atlas Brown
Kentucky
$1.9M +$56.9K +538 +3%
BCPWM
1116
Bradley & Co Private Wealth Management
Florida
$1.89M +$1.81M +17,114 +691%
FNA
1117
First National Advisers
Nebraska
$1.89M -$470K -4,450 -19%
MCCA
1118
Mill Creek Capital Advisors
Pennsylvania
$1.89M -$4.33K -41 -0.2%
MKC
1119
M. Kraus & Co
Vermont
$1.88M -$103K -974 -5%
JIP
1120
Jaffetilchin Investment Partners
Florida
$1.88M -$147K -1,392 -7%
FI
1121
FinArc Investments
Massachusetts
$1.87M +$2.05M +19,435 New
ESBC
1122
E.S. Barr & Co
Kentucky
$1.87M -$19.1K -181 -0.9%
ISL
1123
Ingalls & Snyder LLC
New York
$1.87M -$53.5K -506 -3%
F8IS
1124
Figure 8 Investment Strategies
Idaho
$1.86M +$630K +5,960 +45%
CBA
1125
Coastal Bridge Advisors
Connecticut
$1.86M +$17K +161 +0.8%
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