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Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
726
Financial & Tax Architects
Missouri
$6.7M -$262K -3,829 -4%
HI
727
Horizon Investments
North Carolina
$6.66M -$17.7K -258 -0.3%
TCOT
728
Trust Company of Toledo
Ohio
$6.66M +$17.6K +257 +0.3%
JC
729
Jacobs & Co
California
$6.65M -$1.73M -25,260 -21%
AAM
730
Aureus Asset Management
Massachusetts
$6.61M -$128K -1,865 -2%
EFS
731
Essex Financial Services
Connecticut
$6.57M -$299K -4,362 -4%
VFA
732
Valeo Financial Advisors
Indiana
$6.57M -$213K -3,114 -3%
MCC
733
Money Concepts Capital
Florida
$6.53M +$21.6K +316 +0.3%
BA
734
BCM Advisors
Louisiana
$6.52M +$2.4K +35 +0%
RIA
735
Regal Investment Advisors
Michigan
$6.51M +$249K +3,638 +4%
SW
736
SlateStone Wealth
Florida
$6.49M +$2.7M +39,496 +78%
SCM
737
Stonebridge Capital Management
California
$6.47M -$27.4K -400 -0.4%
DAS
738
Diversify Advisory Services
Utah
$6.47M +$2.37M +34,592 +59%
OCAM
739
Onex Canada Asset Management
Ontario, Canada
$6.42M +$1.08M +15,735 +21%
BWL
740
Bogart Wealth LLC
Virginia
$6.42M -$412K -6,012 -6%
MFG
741
Merit Financial Group
Georgia
$6.41M -$511K -7,465 -8%
DWA
742
Douglass Winthrop Advisors
New York
$6.4M +$330K +4,821 +6%
APF
743
Alaska Permanent Fund
Alaska
$6.38M – – –
IWM
744
IHT Wealth Management
Illinois
$6.37M +$1.34M +19,519 +28%
PSP
745
Principal Street Partners
Tennessee
$6.36M -$1.38M -20,194 -18%
SF
746
Summit Financial
New Jersey
$6.35M +$252K +3,678 +4%
AP
747
Americana Partners
Texas
$6.35M +$21.8K +319 +0.4%
BCM
748
Birmingham Capital Management
Alabama
$6.32M – – –
PA
749
Parallel Advisors
California
$6.31M +$372K +5,433 +7%
FCH
750
Freestone Capital Holdings
Washington
$6.27M +$78.5K +1,147 +1%
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