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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1576
Holt Capital Partners
Texas
$627K – – –
PMFA
1577
Plante Moran Financial Advisors
Michigan
$626K -$242K -858 -29%
FGAM
1578
Financial Gravity Asset Management
Texas
$623K -$68.5K -243 -15%
SMC
1579
Smith, Moore & Co
Missouri
$623K +$5.36K +19 +0.9%
DJSG
1580
D.J. St. Germain
Massachusetts
$623K +$155K +550 +36%
CL
1581
CPWM LLC
Washington
$620K -$253K -898 -30%
CAMG
1582
CWA Asset Management Group
Florida
$620K -$38.3K -136 -6%
PFG
1583
PAX Financial Group
Texas
$619K +$511K +1,813 New
BIM
1584
Baldwin Investment Management
Pennsylvania
$615K – – –
WAM
1585
Weatherly Asset Management
California
$614K +$66.3K +235 +13%
CT
1586
Cambridge Trust
Massachusetts
$614K +$66.5K +236 +13%
SWM
1587
Segment Wealth Management
Texas
$613K +$50.5K +179 +10%
MSAM
1588
Moloney Securities Asset Management
Missouri
$610K -$103K -365 -15%
WA
1589
WESPAC Advisors
California
$607K -$5.92K -21 -1%
APWM
1590
Atlas Private Wealth Management
New York
$606K +$572K +2,030 New
PCMC
1591
Private Capital Management (Colorado)
Colorado
$603K – – –
RPC
1592
Rossmore Private Capital
Connecticut
$597K – – –
SIM
1593
Sadoff Investment Management
Wisconsin
$593K -$56.4K -200 -9%
BB
1594
Bell Bank
North Dakota
$591K -$84.6K -300 -13%
HWM
1595
Howard Wealth Management
Connecticut
$591K +$559K +1,982 New
ECG
1596
Edge Capital Group
Georgia
$590K -$19.5K -69 -3%
GBT
1597
Grove Bank & Trust
Florida
$589K +$14.1K +50 +3%
SC
1598
Solstein Capital
California
$589K +$557K +1,974 New
HCM
1599
Hodges Capital Management
Texas
$588K +$282 +1 +0.1%
RMC
1600
Resources Management Corp
Connecticut
$584K -$16.9K -60 -3%
62 63
64
65 66