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Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
901
Birch Hill Investment Advisors
Massachusetts
$865K -$25.8K -100 -3%
FMT
902
First Mercantile Trust
Tennessee
$858K -$48.7K -189 -6%
NFG
903
Nations Financial Group
Iowa
$857K -$8.76K -34 -1%
LC
904
LCNB Corp
Ohio
$856K – – –
IB
905
Intrust Bank
Kansas
$855K -$5.41K -21 -0.7%
MA
906
Mutual Advisors
Nebraska
$852K -$1.63M -6,323 -68%
CAM
907
Costello Asset Management
Pennsylvania
$848K -$126K -491 -14%
CWM
908
Circle Wealth Management
New Jersey
$847K -$43.5K -169 -5%
EGA
909
E&G Advisors
Texas
$846K – – –
WSCM
910
Wellington Shields Capital Management
New York
$845K -$58K -225 -7%
VI
911
Versor Investments
New York
$842K +$763K +2,963 New
GP
912
Girard Partners
Pennsylvania
$840K -$67K -260 -8%
PP
913
Palladium Partners
Virginia
$838K -$27.3K -106 -3%
SCM
914
Salem Capital Management
Massachusetts
$838K – – –
BWM
915
Biltmore Wealth Management
Arizona
$833K +$755K +2,931 New
BOTW
916
Bank of the West
California
$831K -$20.9K -81 -3%
RWA
917
River Wealth Advisors
Pennsylvania
$831K +$39.7K +154 +6%
HSA
918
HBK Sorce Advisory
Pennsylvania
$830K +$13.4K +52 +2%
SC
919
Solstein Capital
California
$829K -$71.1K -276 -9%
WCA
920
Westover Capital Advisors
Delaware
$828K -$21.9K -85 -3%
FWM
921
Frontier Wealth Management
Missouri
$827K +$361K +1,401 +93%
SFFS
922
Stonehage Fleming Financial Services
Jersey
$822K – – –
CP
923
Camelot Portfolios
Ohio
$822K +$221K +858 +42%
DA
924
Doliver Advisors
Texas
$820K +$94.8K +368 +15%
DPIM
925
Duff & Phelps Investment Management
Illinois
$818K – – –
35 36
37
38 39