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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
951
Bank OZK
Arkansas
$753K -$45.5K -738 -5%
BCB
952
Brian C. Broderick
$752K -$15.4K -250 -2%
AF
953
Advisornet Financial
Minnesota
$747K -$211K -3,427 -20%
JCM
954
Jacobi Capital Management
Pennsylvania
$747K -$21.2K -344 -2%
FWM
955
Frontier Wealth Management
Missouri
$745K +$79.6K +1,292 +10%
TA
956
Tiedemann Advisors
New York
$743K +$59.9K +972 +8%
GIP
957
Granite Investment Partners
California
$740K -$242K -3,934 -22%
HCP
958
Holt Capital Partners
Texas
$740K -$61.9K -1,005 -7%
CA
959
Calton & Associates
Florida
$740K +$39K +632 +5%
CMANY
960
Capital Management Associates (New York)
New York
$739K – – –
SWM
961
SVA Wealth Management
Wisconsin
$738K -$215K -3,488 -20%
CFMC
962
Curbstone Financial Management Corp
New Hampshire
$737K -$172K -2,798 -17%
VCAM
963
Van Cleef Asset Management
Ohio
$736K -$73.6K -1,194 -8%
PGWM
964
Parisi Gray Wealth Management
New Jersey
$735K +$42.2K +684 +5%
SNT
965
Security National Trust
West Virginia
$732K -$61.5K -997 -7%
LC
966
Lourd Capital
California
$731K -$64K -1,039 -7%
RC
967
RegentAtlantic Capital
New Jersey
$731K +$60.8K +986 +8%
KFGK
968
Keystone Financial Group (Kentucky)
Kentucky
$722K +$237K +3,843 +45%
CF
969
Centaurus Financial
California
$716K -$895K -14,517 -52%
OMC
970
Overbrook Management Corp
New York
$716K – – –
RC
971
RBO & Co
California
$707K – – –
GT
972
Greenleaf Trust
Michigan
$706K -$667K -10,815 -45%
ET
973
Equitable Trust
Tennessee
$706K -$78.8K -1,279 -9%
CRC
974
Curi RMB Capital
Illinois
$705K -$362K -5,880 -31%
SBL
975
Sargent Bickham Lagudis
Colorado
$705K +$20K +325 +3%
37 38
39
40 41