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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2076
Ballew Advisors
Mississippi
$213K +$5.39K +30 +2%
PAM
2077
Private Asset Management
California
$212K -$19.8K -110 -8%
TIM
2078
Tortoise Investment Management
New York
$212K -$1.62K -9 -0.7%
CCG
2079
Chatham Capital Group
Georgia
$212K +$3.23K +18 +1%
MJP
2080
Michael J. Puzo
$212K +$8.98K +50 +4%
NFC
2081
Northeast Financial Consultants
Connecticut
$211K -$126K -700 -35%
LK
2082
Lumbard & Kellner
New Hampshire
$210K -$38.6K -215 -14%
CCMW
2083
Cypress Capital Management (Wyoming)
Wyoming
$209K -$18K -100 -7%
NCM
2084
Neumann Capital Management
California
$209K – – –
RSVP
2085
Ramsay Stattman Vela & Price
Colorado
$209K +$18K +100 +8%
PP
2086
PDS Planning
Ohio
$207K -$4.49K -25 -2%
GJIC
2087
Gamble Jones Investment Counsel
California
$206K -$144K -800 -38%
DRD
2088
Dennis R. Delaney
$206K – – –
SAM
2089
Summit Asset Management
Tennessee
$206K +$231K +1,287 New
WP
2090
WealthShield Partners
North Carolina
$205K -$539 -3 -0.2%
CA
2091
Centerpoint Advisors
Massachusetts
$205K +$11.8K +66 +5%
CTA
2092
Colonial Trust Advisors
South Carolina
$204K -$243K -1,353 -52%
CF
2093
Corrigan Financial
Rhode Island
$204K +$229K +1,276 New
BIA
2094
BHK Investment Advisors
Alabama
$202K +$227K +1,262 New
OWM
2095
Orgel Wealth Management
Wisconsin
$201K -$28.4K -158 -11%
SMH
2096
Sanders Morris Harris
Texas
$201K -$718 -4 -0.3%
SFS
2097
Summit Financial Strategies
Ohio
$200K -$14K -78 -6%
CAL
2098
Capital Advisors Ltd
Ohio
$198K – – –
PFA
2099
Pathway Financial Advisors
Vermont
$195K -$1.44K -8 -0.7%
FMP
2100
Financial Management Professionals
Texas
$192K -$31.6K -176 -13%
82 83
84
85 86