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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1176
Montag & Caldwell
Georgia
$802K -$87.8K -2,100 -10%
GC
1177
Grimes & Company
Massachusetts
$801K +$98.1K +2,345 +13%
YP
1178
Yellowstone Partners
Idaho
$799K -$4.1K -98 -0.5%
CWM
1179
Concert Wealth Management
California
$797K +$491K +11,747 +44%
CT
1180
Coastline Trust
Rhode Island
$796K -$2.09K -50 -0.3%
BSW
1181
Buckingham Strategic Wealth
Missouri
$793K +$127K +3,046 +18%
ECM
1182
Estabrook Capital Management
New York
$791K -$20.9K -500 -3%
MCM
1183
MAI Capital Management
Ohio
$784K +$58.7K +1,403 +8%
FM
1184
Forward Management
California
$783K +$114K +2,727 +16%
SAM
1185
Summit Asset Management
Tennessee
$780K – – –
SMC
1186
Smith, Moore & Co
Missouri
$778K +$100K +2,400 +14%
HW
1187
Hancock Whitney
Mississippi
$777K -$72.6K -1,736 -8%
CAM
1188
Carret Asset Management
New York
$773K -$7.11K -170 -0.9%
MCM
1189
Maple Capital Management
Vermont
$765K -$47K -1,123 -6%
SFU
1190
Stonehage Fleming (UK)
United Kingdom
$758K -$83.6K -2,000 -10%
IAM
1191
Impax Asset Management
New Hampshire
$757K +$54.5K +1,304 +8%
JWA
1192
JFS Wealth Advisors
Pennsylvania
$752K – – –
I
1193
IberiaBank
Louisiana
$750K -$95.7K -2,289 -11%
CAI
1194
Capital Advisors Inc
Oklahoma
$747K +$770K +18,417 New
WSC
1195
Wellington Shields & Co
New York
$744K – – –
CWP
1196
Capital Wealth Planning
Florida
$738K -$201K -4,800 -21%
PCA
1197
Private Capital Advisors
Connecticut
$730K – – –
ROTUOC
1198
Regents of the University of California
California
$730K – – –
BIC
1199
Beach Investment Counsel
Pennsylvania
$724K -$94.1K -2,250 -11%
PWM
1200
Perigon Wealth Management
California
$724K +$15.7K +376 +2%
46 47
48
49 50