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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
1251
New England Private Wealth Advisors
Massachusetts
$600K +$55.9K +530 +12%
SS
1252
Sunbelt Securities
Texas
$599K +$158K +1,494 +40%
CT
1253
Coastline Trust
Rhode Island
$597K +$553K +5,240 New
TAM
1254
Taurus Asset Management
New York
$588K -$31.7K -300 -6%
CGT
1255
Capital Guardian Trust
California
$580K +$177K +1,675 +49%
CSIC
1256
Clifford Swan Investment Counsel
California
$578K -$43.3K -410 -7%
IIC
1257
Integrated Investment Consultants
Michigan
$577K – – –
BO
1258
BRR OpCo
Ohio
$576K +$106K +1,000 +25%
CA
1259
Capital Advantage
California
$573K +$4.01K +38 +0.8%
BC
1260
Brinker Capital
Pennsylvania
$573K +$106K +1,000 +25%
SWM
1261
Segment Wealth Management
Texas
$567K -$23.3K -221 -4%
CRC
1262
Curi RMB Capital
Illinois
$567K +$5.07K +48 +1%
HCM
1263
Hilton Capital Management
New York
$559K – – –
CFA
1264
Capstone Financial Advisors
Illinois
$553K +$214K +2,030 +72%
LWCFA
1265
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$550K +$27K +256 +6%
PNC
1266
Park National Corp
Ohio
$549K +$10.2K +97 +2%
FM
1267
Family Management
New York
$547K +$25.3K +240 +5%
CIA
1268
Capital Investment Advisors
Georgia
$541K +$16.2K +154 +3%
SCA
1269
STALEY CAPITAL ADVISERS
Pennsylvania
$541K +$84.4K +800 +20%
FC
1270
FIC Capital
New York
$541K +$501K +4,745 New
NCM
1271
Newgate Capital Management
Connecticut
$540K – – –
BBA
1272
BLB&B Advisors
Pennsylvania
$536K +$29.1K +276 +6%
CHC
1273
City Holding Co
West Virginia
$534K +$264K +2,500 +115%
CHJWM
1274
Carlton Hofferkamp & Jenks Wealth Management
Texas
$533K +$50.1K +475 +11%
AB
1275
Atlas Brown
Kentucky
$532K +$9.71K +92 +2%
49 50
51
52 53