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Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
751
United Capital Financial Advisors
Texas
$483K +$19.9K +82 +4%
AWA
752
Arete Wealth Advisors
Illinois
$479K -$151K -621 -23%
GIM
753
Goelzer Investment Management
Indiana
$476K – – –
NAM
754
Nexpoint Asset Management
Texas
$476K – – –
BS
755
Boenning & Scattergood
Pennsylvania
$476K +$485K +2,000 New
USGIU
756
U.S. Global Investors (USGI)
Texas
$476K +$485K +2,000 New
RPC
757
Rossmore Private Capital
Connecticut
$474K +$153K +630 +46%
CIAS
758
Capital Investment Advisory Services
North Carolina
$471K -$102K -422 -18%
WB
759
Webster Bank
Connecticut
$463K – – –
MAFM
760
Mid Atlantic Financial Management
Pennsylvania
$457K +$242 +1 +0.1%
SFO
761
Stokes Family Office
Louisiana
$457K +$465K +1,919 New
EWM
762
Evercore Wealth Management
New York
$450K -$16.5K -68 -3%
CWM
763
Chesapeake Wealth Management
Virginia
$449K – – –
BMC
764
Benin Management Corp
Connecticut
$447K – – –
HIC
765
Holderness Investments Company
North Carolina
$447K – – –
BMC
766
Beaton Management Company
Massachusetts
$446K – – –
SC
767
Scotia Capital
Ontario, Canada
$444K +$6.06K +25 +1%
DLA
768
Douglas Lane & Associates
New York
$438K -$16.2K -67 -4%
CC
769
Chicago Capital
Illinois
$438K – – –
PG
770
Proffitt & Goodson
Tennessee
$431K -$43.4K -179 -9%
BP
771
BBR Partners
New York
$431K +$162K +668 +58%
AP
772
Appleton Partners
Massachusetts
$427K -$18.2K -75 -4%
YMRC
773
Yorktown Management & Research Company
Virginia
$427K +$35.2K +145 +9%
GP
774
Girard Partners
Pennsylvania
$426K -$213K -880 -33%
DSC
775
Duncker Streett & Co
Missouri
$426K -$14.5K -60 -3%
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