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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1701
Winch Advisory Services
Wisconsin
$1.43M +$19.3K +48 +1%
BCA
1702
Bray Capital Advisors
Florida
$1.43M -$30.1K -75 -2%
MBT
1703
Montecito Bank & Trust
California
$1.43M +$94.4K +235 +8%
PFGIA
1704
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$120K +298 +10%
ECG
1705
Edge Capital Group
Georgia
$1.41M +$32.1K +80 +2%
NMG
1706
New Millennium Group
Utah
$1.41M +$1.13M +2,807 +565%
MIA
1707
MainStreet Investment Advisors
Illinois
$1.41M +$14.5K +36 +1%
JWCA
1708
J.W. Cole Advisors
Florida
$1.4M +$277K +690 +27%
EFS
1709
Essex Financial Services
Connecticut
$1.4M +$54.6K +136 +4%
FNBSF
1710
First National Bank Sioux Falls
South Dakota
$1.39M – – –
MC
1711
Middleton & Co
Massachusetts
$1.39M – – –
DBRC
1712
D.B. Root & Company
Pennsylvania
$1.38M -$226K -562 -15%
BCM
1713
Buckhead Capital Management
Georgia
$1.38M -$8.04K -20 -0.6%
HT
1714
Heritage Trust
Oklahoma
$1.38M +$24.5K +61 +2%
B
1715
Barings
North Carolina
$1.37M -$57.4K -143 -4%
CF
1716
Copperwynd Financial
Arizona
$1.36M -$15.7K -39 -1%
UCB
1717
United Community Bank
South Carolina
$1.36M -$39K -97 -3%
OWMIAS
1718
One Wealth Management Investment & Advisory Services
Florida
$1.35M +$1.27M +3,172 New
FFO
1719
Fiduciary Family Office
Florida
$1.35M +$1.27M +3,162 New
DA
1720
Doliver Advisors
Texas
$1.35M -$12.5K -31 -1%
FPAS
1721
Focus Partners Advisor Solutions
Missouri
$1.35M +$144K +359 +13%
PA
1722
PFG Advisors
Arizona
$1.34M +$135K +336 +12%
VCM
1723
Violich Capital Management
California
$1.34M – – –
CSI
1724
Cross Staff Investments
New York
$1.34M +$177K +441 +16%
SAM
1725
Steinberg Asset Management
New York
$1.34M -$94.8K -236 -7%
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69
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