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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Canal Capital Management
Virginia
$708K +$10.9K +322 +2%
NJBEST
627
New Jersey Better Educational Savings Trust
New Jersey
$699K +$67.9K +2,000 +11%
PP
628
Pegasus Partners
Wisconsin
$698K -$66.1K -1,947 -9%
LPT
629
Legacy Private Trust
Wisconsin
$696K -$475K -13,980 -41%
HIM
630
Hutchens Investment Management
New Hampshire
$695K -$1.78M -52,282 -72%
S
631
SignatureFD
Georgia
$690K -$12.1K -356 -2%
AP
632
Advisor Partners
California
$688K -$7.84K -231 -1%
TG
633
TLP Group
Illinois
$688K +$244K +7,200 +58%
ICOA
634
Investment Centers of America
North Dakota
$678K -$83K -2,443 -11%
ANRIA
635
American National Registered Investment Advisor
Texas
$678K – – –
IAA
636
Independent Advisor Alliance
North Carolina
$675K -$103K -3,036 -14%
PVWM
637
Point View Wealth Management
New Jersey
$665K -$13.5K -399 -2%
MNBTD
638
Moody National Bank Trust Division
Texas
$654K – – –
AIM
639
Assured Investment Management
New York
$650K -$17M -502,000 -96%
ASN
640
Advisory Services Network
Georgia
$649K -$280K -8,232 -31%
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$640K -$34.1K -1,004 -5%
WP
642
WealthPLAN Partners
Nebraska
$639K +$561K +16,509 +921%
DY
643
Dowling & Yahnke
California
$637K +$849 +25 +0.1%
BFG
644
Beacon Financial Group
Texas
$637K +$69.1K +2,035 +13%
PSUF
645
People's United Financial
Connecticut
$634K +$24.3K +715 +4%
MWM
646
Marietta Wealth Management
Georgia
$632K -$1.97K -58 -0.3%
SPIA
647
Steward Partners Investment Advisory
New York
$630K +$137K +4,039 +29%
SAM
648
Sawgrass Asset Management
Florida
$627K -$32.3K -950 -5%
WHG
649
Westwood Holdings Group
Texas
$617K +$299K +8,815 +100%
KOCAA
650
Knights of Columbus Asset Advisors
Connecticut
$610K -$6.79K -200 -1%
24 25
26
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