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Name Holding Trade Value Shares
Change
Change in
Stake
TT
1201
Tower Trust
Indiana
$743K +$50.7K +980 +8%
JWA
1202
JFS Wealth Advisors
Pennsylvania
$739K -$3.63K -70 -0.5%
FFA
1203
First Foundation Advisors
California
$738K +$347K +6,699 +97%
MSR
1204
Main Street Research
Connecticut
$732K +$64.3K +1,242 +10%
FIM
1205
Fruth Investment Management
Texas
$731K
ZIC
1206
ZWJ Investment Counsel
Georgia
$728K -$19.1K -368 -3%
OIA
1207
Optimum Investment Advisors
Illinois
$727K +$84.1K +1,625 +14%
CCA
1208
Checchi Capital Advisers
California
$723K +$196K +3,793 +40%
Kayne Anderson Rudnick Investment Management
1209
Kayne Anderson Rudnick Investment Management
California
$721K +$60.8K +1,174 +10%
JIC
1210
Joel Isaacson & Co
New York
$719K -$40.4K -780 -6%
ANB
1211
Amarillo National Bank
Texas
$718K
OCM
1212
Osterweis Capital Management
California
$717K
DSN
1213
D. Scott Neal
Kentucky
$709K +$14.7K +283 +2%
LWI
1214
Long Wharf Investors
Massachusetts
$708K -$13K -251 -2%
CCM
1215
CrestPoint Capital Management
Missouri
$706K -$109K -2,096 -14%
HJGA
1216
Hardman Johnston Global Advisors
Connecticut
$705K
CCT
1217
Capital City Trust
Florida
$703K -$123K -2,373 -15%
LCM
1218
LVM Capital Management
Michigan
$703K +$12.2K +236 +2%
SFSG
1219
Stearns Financial Services Group
North Carolina
$700K +$19.2K +371 +3%
WIL
1220
Winifred I. Li
$699K -$130K -2,501 -16%
CWP
1221
Capital Wealth Planning
Florida
$695K +$665K +12,838 New
RC
1222
Roundview Capital
New Jersey
$694K -$699K -13,497 -51%
BSW
1223
Buckingham Strategic Wealth
Missouri
$694K +$15.3K +296 +2%
BIM
1224
Barton Investment Management
Pennsylvania
$684K -$54.3K -1,048 -8%
RHJA
1225
Rice Hall James & Associates
California
$683K