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Name Holding Trade Value Shares
Change 		Change in
Stake
AFIA
1726
America First Investment Advisors
Nebraska
$550K – – –
EA
1727
Elm Advisors
California
$550K – – –
TFF
1728
The Family Firm
Maryland
$547K +$27.7K +202 +5%
SFG
1729
StrategIQ Financial Group
Indiana
$546K +$207K +1,511 +56%
FFA
1730
Fragasso Financial Advisors
Pennsylvania
$545K -$2.06K -15 -0.4%
TAM
1731
Trillium Asset Management
Massachusetts
$541K +$65.4K +477 +13%
WRM
1732
Weybosset Research & Management
Rhode Island
$536K -$41.3K -301 -7%
EBSAM
1733
Eubel Brady & Suttman Asset Management
Ohio
$536K -$4.52K -33 -0.8%
PCM
1734
Pointe Capital Management
Michigan
$536K +$124K +906 +28%
PCA
1735
Private Capital Advisors
Connecticut
$535K -$6.06M -44,207 -91%
HHGA
1736
Halbert Hargrove Global Advisors
California
$535K +$20.4K +149 +4%
TC
1737
Trust Company
Kansas
$534K -$131K -954 -19%
FCIM
1738
Fairview Capital Investment Management
California
$534K -$71.5K -522 -11%
GLI
1739
Guardian Life Insurance
New York
$532K -$401K -2,922 -42%
WI
1740
Wedgewood Investors
Pennsylvania
$530K -$13.3K -97 -2%
WPA
1741
West Paces Advisors
Georgia
$528K -$662K -4,831 -54%
TCB
1742
Texas Capital Bancshares
Texas
$527K +$270K +1,972 +94%
GAM
1743
Gemmer Asset Management
California
$519K +$6.85K +50 +1%
SIA
1744
Sit Investment Associates
Minnesota
$517K +$21.5K +157 +4%
SIAS
1745
Shine Investment Advisory Services
Colorado
$515K +$14.3K +104 +3%
NC
1746
NewSquare Capital
Pennsylvania
$514K +$137 +1 +0%
HPWM
1747
Highland Private Wealth Management
Washington
$514K +$65.1K +475 +14%
VAM
1748
Verity Asset Management
North Carolina
$512K +$38.7K +282 +8%
GC
1749
Garde Capital
Washington
$512K +$261K +1,902 +93%
FHC
1750
First Houston Capital
Texas
$511K -$132K -960 -20%
68 69
70
71 72