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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1376
Holloway Wealth Management
Florida
$1.2M – – –
BIM
1377
Beach Investment Management
Pennsylvania
$1.2M +$352K +1,750 +43%
CICI
1378
Capital Investment Counsel Inc
North Carolina
$1.2M +$23.4K +116 +2%
TNAM
1379
Terra Nova Asset Management
New York
$1.19M +$434K +2,155 +60%
EHWM
1380
Eads & Heald Wealth Management
Georgia
$1.19M -$11.7K -58 -1%
GLA
1381
Good Life Advisors
Pennsylvania
$1.19M +$49.3K +245 +4%
PL
1382
Plancorp LLC
Missouri
$1.19M +$4.63K +23 +0.4%
MSFP
1383
Mark Sheptoff Financial Planning
Connecticut
$1.18M +$161K +800 +16%
AF
1384
Aldebaran Financial
$1.18M – – –
BIM
1385
Baldwin Investment Management
Pennsylvania
$1.18M -$80.5K -400 -7%
TWI
1386
Thomas White International
Illinois
$1.17M -$360K -1,788 -24%
BG
1387
Bollard Group
Massachusetts
$1.17M +$2.21K +11 +0.2%
SMH
1388
Sanders Morris Harris
Texas
$1.16M +$60.4K +300 +6%
FAG
1389
Financial Advisory Group
Texas
$1.16M – – –
PCM
1390
Palisade Capital Management
New Jersey
$1.16M +$20.3K +101 +2%
ACM
1391
Alethea Capital Management
Washington
$1.16M – – –
WIC
1392
Wilkins Investment Counsel
Massachusetts
$1.16M – – –
ZAM
1393
Zevin Asset Management
Massachusetts
$1.15M +$226K +1,122 +25%
LC
1394
Lourd Capital
California
$1.15M +$1.12M +5,563 New
OIA
1395
OneDigital Investment Advisors
Kansas
$1.15M +$40.3K +200 +4%
CA
1396
Callahan Advisors
Texas
$1.15M +$18.9K +94 +2%
IWC
1397
Integrated Wealth Concepts
Massachusetts
$1.14M +$58.8K +292 +6%
GEA
1398
Glen Eagle Advisors
New Jersey
$1.14M +$108K +535 +11%
TFA
1399
Transamerica Financial Advisors
Florida
$1.14M +$15.5K +77 +1%
XSC
1400
X-Square Capital
Puerto Rico
$1.13M +$1.1M +5,471 New
54 55
56
57 58