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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
Waverly Advisors
Alabama
$4.82M +$3.72M +59,795 +228%
CAM
727
Cresset Asset Management
Illinois
$4.82M -$1.36M -21,898 -20%
MNBTD
728
Moody National Bank Trust Division
Texas
$4.82M +$424K +6,824 +9%
DWA
729
Douglass Winthrop Advisors
New York
$4.81M -$10.1K -163 -0.2%
HF
730
HRT Financial
New York
$4.81M +$5.34M +85,863 New
CSIC
731
Clifford Swan Investment Counsel
California
$4.79M +$140K +2,255 +3%
RIM
732
Redpoint Investment Management
Australia
$4.78M -$1.04M -16,666 -16%
OAM
733
Oppenheimer Asset Management
New York
$4.78M +$1.51M +24,235 +40%
CAM
734
Columbia Asset Management
Michigan
$4.76M +$85.9K +1,382 +2%
TFA
735
Toth Financial Advisory
Virginia
$4.73M +$211K +3,397 +4%
HSA
736
HBK Sorce Advisory
Pennsylvania
$4.72M +$565K +9,084 +12%
PCIA
737
Prime Capital Investment Advisors
Kansas
$4.71M +$4.24M +68,248 +432%
SGCA
738
Steel Grove Capital Advisors
Tennessee
$4.71M +$37.2K +599 +0.7%
BFA
739
Benedict Financial Advisors
Georgia
$4.7M +$210K +3,380 +4%
CWM
740
Cornerstone Wealth Management
Missouri
$4.7M +$314K +5,049 +6%
WHG
741
Westwood Holdings Group
Texas
$4.69M +$425K +6,845 +9%
GRP
742
Global Retirement Partners
California
$4.69M +$1.22M +19,622 +33%
CNBTD
743
Citizens National Bank Trust Department
Mississippi
$4.63M -$31K -499 -0.6%
DIP
744
DT Investment Partners
Pennsylvania
$4.61M -$224K -3,600 -4%
MBTD
745
Mechanics Bank - Trust Department
California
$4.59M -$48.9K -786 -0.9%
DBT
746
Dubuque Bank & Trust
Iowa
$4.59M -$610K -9,808 -11%
FLI
747
Family Legacy Inc
South Carolina
$4.59M +$4.91K +79 +0.1%
SSB
748
Sandy Spring Bank
Maryland
$4.57M +$5.84K +94 +0.1%
CMP
749
Coston McIsaac & Partners
Maine
$4.57M +$372K +5,988 +8%
RPC
750
Rossmore Private Capital
Connecticut
$4.56M +$87K +1,400 +2%
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30
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