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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1201
Palisades Hudson Asset Management
Florida
$511K – – –
PFM
1202
PacWest Financial Management
Arizona
$510K +$3.36K +85 +0.6%
AP
1203
Atwood & Palmer
Missouri
$507K -$159K -4,018 -23%
PAM
1204
Private Asset Management
California
$505K -$102K -2,575 -16%
HL
1205
HeadInvest LLC
Maine
$503K -$30.3K -767 -5%
NI
1206
NFC Investments
Tennessee
$501K – – –
SRC
1207
Shufro Rose & Co
New York
$500K – – –
VCAM
1208
Van Cleef Asset Management
Ohio
$499K +$44K +1,112 +9%
GCM
1209
Grisanti Capital Management
New York
$498K – – –
ANBT
1210
American National Bank & Trust
Texas
$494K -$22.3K -565 -4%
HBWM
1211
Hollow Brook Wealth Management
New York
$492K – – –
FM
1212
Foster & Motley
Ohio
$490K +$89.9K +2,274 +21%
ACP
1213
Aviance Capital Partners
Florida
$489K -$7.79K -197 -2%
TCB
1214
Texas Capital Bancshares
Texas
$487K -$515K -13,035 -50%
NFG
1215
Nadler Financial Group
Illinois
$486K -$47.6K -1,203 -9%
AFC
1216
AFT Forsyth & Company
Florida
$484K +$9.88K +250 +2%
LIA
1217
LBMC Investment Advisors
Tennessee
$482K +$284K +7,186 +130%
EWA
1218
Exencial Wealth Advisors
Oklahoma
$481K -$553 -14 -0.1%
FA
1219
Financial Advantage
Maryland
$478K +$79 +2 +0%
SCP
1220
Sandhill Capital Partners
New York
$477K +$988 +25 +0.2%
LJHT
1221
Laurie J. Hall Trustee
$474K – – –
LIM
1222
Lathrop Investment Management
Arkansas
$473K -$37.9K -960 -7%
PWM
1223
ParenteBeard Wealth Management
Pennsylvania
$472K -$134K -3,390 -21%
I
1224
IberiaBank
Louisiana
$467K -$30.3K -766 -6%
MCM
1225
Marathon Capital Management
Maryland
$464K -$9.21K -233 -2%
47 48
49
50 51