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Name Holding Trade Value Shares
Change 		Change in
Stake
FPC
1026
Falcon Point Capital
California
$355K – – –
SFT
1027
Simmons First Trust
Arkansas
$353K +$354K +3,620 New
BL
1028
Balentine LLC
Georgia
$351K +$29.4K +300 +9%
MWAC
1029
Mariner Wealth Advisors (Cincinnati)
Ohio
$345K +$347K +3,546 New
CCA
1030
Conestoga Capital Advisors
Pennsylvania
$340K -$29.4K -300 -8%
SIM
1031
SSI Investment Management
California
$336K – – –
BP
1032
Ballentine Partners
Massachusetts
$336K +$21.8K +223 +7%
IT
1033
Independence Trust
Tennessee
$331K – – –
MVIP
1034
Mar Vista Investment Partners
California
$330K -$127K -1,297 -28%
HHGA
1035
Halbert Hargrove Global Advisors
California
$330K -$11.4K -116 -3%
AWM
1036
Altavista Wealth Management
North Carolina
$330K – – –
GCP
1037
GSA Capital Partners
United Kingdom
$328K -$1.96M -19,977 -86%
HSA
1038
HBK Sorce Advisory
Pennsylvania
$327K -$8.42K -86 -2%
CMANY
1039
Capital Management Associates (New York)
New York
$327K +$9.79K +100 +3%
MCM
1040
Manchester Capital Management
Vermont
$326K – – –
CC
1041
Courier Capital
New York
$322K – – –
KJHP
1042
K.J. Harrison & Partners
Ontario, Canada
$322K – – –
TCOT
1043
Trust Company of Toledo
Ohio
$321K – – –
EMB
1044
Elefante Mark B
$313K +$315K +3,220 New
TG
1045
TLP Group
Illinois
$311K +$313K +3,193 New
VFS
1046
VSR Financial Services
Kansas
$308K +$19.6K +200 +7%
BA
1047
BKS Advisors
Michigan
$307K +$12.8K +131 +4%
LNC
1048
Lincoln National Corp
Pennsylvania
$295K -$3.72K -38 -1%
WA
1049
Wheatland Advisors
Pennsylvania
$295K – – –
BTW
1050
Boston Trust Walden
Massachusetts
$292K -$19.6K -200 -6%
40 41
42
43 44