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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1451
Consolidated Capital Management
California
$858K +$1.06M +3,551 New
MRCM
1452
M&R Capital Management
New Jersey
$852K -$404K -1,360 -28%
HB
1453
Homrich & Berg
Georgia
$852K -$75.8K -255 -7%
UC
1454
Unio Capital
New Jersey
$845K -$119K -400 -10%
CAAS
1455
Capital Asset Advisory Services
Michigan
$844K -$45.5K -153 -5%
PCM
1456
Pointe Capital Management
Michigan
$844K -$17.8K -60 -2%
ACM
1457
AUA Capital Management
Pennsylvania
$842K +$125K +422 +14%
BEI
1458
Benjamin Edwards Inc
Missouri
$834K +$852K +2,866 +487%
OFS
1459
Orrstown Financial Services
Pennsylvania
$831K +$78.2K +263 +8%
IAIM
1460
International Assets Investment Management
Florida
$826K +$1.02M +3,421 New
MA
1461
Modus Advisors
Minnesota
$819K -$1.78K -6 -0.2%
WB
1462
Webster Bank
Connecticut
$818K -$882K -2,966 -47%
BJL
1463
Brighton Jones LLC
Washington
$814K -$175K -587 -15%
SIG
1464
Sargent Investment Group
Maryland
$813K -$17.8K -60 -2%
B
1465
Brightworth
Georgia
$811K -$50.5K -170 -5%
WWM
1466
Windsor Wealth Management
Indiana
$807K +$78.2K +263 +9%
CA
1467
Cullinan Associates
Kentucky
$806K -$409K -1,375 -29%
GIA
1468
Gladstone Institutional Advisory
Florida
$801K +$88.9K +299 +10%
MWM
1469
Mission Wealth Management
California
$799K +$63K +212 +7%
SAMC
1470
Spectrum Asset Management (California)
California
$791K -$575K -1,935 -37%
EWA
1471
EP Wealth Advisors
California
$790K +$66.6K +224 +7%
BRG
1472
Bay Rivers Group
Virginia
$789K +$971K +3,265 New
JDR
1473
Jay D. Rosenbaum
$783K -$12.5K -42 -1%
PGFC
1474
Peapack-Gladstone Financial Corp
New Jersey
$783K +$62.4K +210 +7%
FNBSF
1475
First National Bank Sioux Falls
South Dakota
$781K – – –
57 58
59
60 61