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Name Holding Trade Value Shares
Change 		Change in
Stake
IT
1451
Independence Trust
Tennessee
$396K +$43.6K +400 +12%
PMFA
1452
Plante Moran Financial Advisors
Michigan
$393K +$9.69K +89 +2%
SWM
1453
Segment Wealth Management
Texas
$393K +$46.6K +428 +13%
BCM
1454
Brookstone Capital Management
Illinois
$392K +$72.1K +662 +21%
LJHT
1455
Laurie J. Hall Trustee
$388K -$21.8K -200 -5%
MC
1456
Montag & Caldwell
Georgia
$388K – – –
AIM
1457
Advantage Investment Management
Iowa
$385K -$36.7K -337 -8%
BST
1458
Bath Savings Trust
Maine
$385K -$23.4K -215 -5%
HS
1459
Huntington Steele
Pennsylvania
$378K +$9.04K +83 +2%
ZIC
1460
ZWJ Investment Counsel
Georgia
$375K -$5.45K -50 -1%
SHCM
1461
Stokes & Hubbell Capital Management
Louisiana
$373K +$398K +3,652 New
RWM
1462
Rench Wealth Management
Texas
$372K +$396K +3,640 New
CPIG
1463
Chicago Partners Investment Group
Illinois
$370K +$253K +2,323 +180%
VHAM
1464
Van Hulzen Asset Management
California
$369K +$32.7K +300 +9%
BCA
1465
Benchmark Capital Advisors
New York
$368K – – –
SIG
1466
Stanford Investment Group
California
$368K – – –
TIP
1467
Torray Investment Partners
Maryland
$362K -$16.9K -155 -4%
CG
1468
Caprock Group
Idaho
$360K -$653 -6 -0.2%
TFF
1469
The Family Firm
Maryland
$360K +$327 +3 +0.1%
PWMAG
1470
Pinnacle Wealth Management Advisory Group
New Jersey
$357K -$7.51K -69 -2%
BWA
1471
Burt Wealth Advisors
Maryland
$356K +$13.7K +126 +4%
RPA
1472
Rock Point Advisors
Vermont
$354K -$24K -220 -6%
FI
1473
FormulaFolio Investments
Michigan
$354K +$7.51K +69 +2%
BIAS
1474
Beacon Investment Advisory Services
New Jersey
$349K – – –
AC
1475
Addison Capital
Pennsylvania
$347K -$59.3K -545 -14%
57 58
59
60 61