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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1076
Crestwood Advisors Group
Massachusetts
$300K +$8.31K +184 +2%
MMHP
1077
Murphy Middleton Hinkle & Parker
Georgia
$298K -$53K -1,174 -13%
SSB
1078
Sandy Spring Bank
Maryland
$297K -$667K -14,785 -64%
SFA
1079
Sequoia Financial Advisors
Ohio
$297K -$95.1K -2,107 -20%
FNBT
1080
FineMark National Bank & Trust
Florida
$295K -$155K -3,432 -30%
GRP
1081
Global Retirement Partners
California
$295K -$140K -3,105 -28%
PJSIMP
1082
P.J. Schmidt Investment Management (PJS)
Wisconsin
$295K -$85.4K -1,892 -19%
PFGIA
1083
Patriot Financial Group Insurance Agency
Massachusetts
$295K -$64.7K -1,433 -15%
AF
1084
Advisornet Financial
Minnesota
$294K -$257K -5,698 -41%
MM
1085
Meridian Management
Arkansas
$294K +$4.7K +104 +1%
WIC
1086
Whitegate Investment Counselors
New Hampshire
$293K -$70.5K -1,562 -16%
SC
1087
Savant Capital
Illinois
$292K -$134K -2,966 -27%
BRWM
1088
B. Riley Wealth Management
Tennessee
$292K -$3.7K -82 -1%
NCM
1089
Northside Capital Management
Oregon
$290K – – –
RG
1090
Rikoon Group
New Mexico
$288K -$91.7K -2,031 -20%
GTAM
1091
Global Trust Asset Management
Florida
$287K -$174K -3,860 -33%
BWA
1092
Burt Wealth Advisors
Maryland
$286K +$46K +1,019 +15%
LWANC
1093
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K +$355K +7,874 New
CAC
1094
Certified Advisory Corp
Florida
$285K -$177K -3,917 -33%
AIM
1095
ARK Investment Management
Florida
$285K -$44.9K -995 -11%
NCMW
1096
Northern Capital Management (Wisconsin)
Wisconsin
$285K – – –
ATFA
1097
All Terrain Financial Advisors
Minnesota
$285K +$74.1K +1,642 +26%
KFA
1098
Kelleher Financial Advisors
New York
$285K +$84K +1,861 +31%
KLWA
1099
Kelly Lawrence W & Associates
California
$284K -$366K -8,097 -51%
LFA
1100
Legacy Financial Advisors
Kentucky
$284K -$5.01K -111 -1%
42 43
44
45 46