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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
376
Stewart & Patten Company
California
$541K – – –
BTS
377
BB&T Securities
Virginia
$534K +$28.2K +433 +6%
GT
378
Glenview Trust
Kentucky
$532K -$16.8K -258 -3%
BHIA
379
Birch Hill Investment Advisors
Massachusetts
$532K – – –
FCM
380
Flinton Capital Management
Pennsylvania
$530K +$2.28K +35 +0.4%
FHA
381
First Horizon Advisors
Tennessee
$530K +$14.5K +222 +3%
BSW
382
Buckingham Strategic Wealth
Missouri
$528K +$77.3K +1,186 +17%
CPA
383
Capital Planning Advisors
California
$525K +$529K +8,109 New
FAN
384
Financial Advisors Network
California
$519K +$31.6K +485 +6%
SIC
385
Salem Investment Counselors
North Carolina
$516K – – –
PCMM
386
Private Capital Management (Minnesota)
Minnesota
$513K +$517K +7,923 New
LTFS
387
Ladenburg Thalmann Financial Services
Florida
$509K -$42.3K -649 -8%
ACM
388
Adalta Capital Management
New York
$505K – – –
AG
389
Advisor Group
Arizona
$502K +$95.1K +1,459 +23%
BHWM
390
Bar Harbor Wealth Management
New Hampshire
$494K -$84.9K -1,302 -15%
FCCM
391
First City Capital Management
Georgia
$490K – – –
MIM
392
Marco Investment Management
Georgia
$485K +$130 +2 +0%
QC
393
Quadrature Capital
United Kingdom
$485K +$489K +7,494 New
CI
394
Cigna Investments
Connecticut
$483K -$20.9K -321 -4%
CWM
395
Cornerstone Wealth Management
Missouri
$483K +$3.06K +47 +0.7%
GA
396
Geneva Advisors
Illinois
$462K +$93.8K +1,439 +25%
SF
397
Synovus Financial
Georgia
$459K +$463K +7,097 New
MAM
398
Meeder Asset Management
Ohio
$454K -$90.8K -1,393 -17%
PG
399
Patten Group
Tennessee
$451K – – –
OWP
400
Obermeyer Wealth Partners
Colorado
$442K – – –
14 15
16
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