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Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
226
M&R Capital Management
New Jersey
$364K -$13.9K -208 -4%
SWP
227
Stratos Wealth Partners
Ohio
$362K -$486K -7,274 -58%
LM
228
Lincluden Management
Ontario, Canada
$362K – – –
CCA
229
Checchi Capital Advisers
California
$360K +$18.4K +275 +6%
VFA
230
Voya Financial Advisors
Connecticut
$360K +$106K +1,590 +44%
SMH
231
Sanders Morris Harris
Texas
$355K +$344K +5,157 New
RCAMU
232
Rothschild & Co Asset Management US
Connecticut
$343K +$65.3K +977 +24%
SW
233
SVB Wealth
Massachusetts
$340K -$315K -4,721 -49%
SCM
234
Sterling Capital Management
North Carolina
$335K +$51.3K +768 +19%
B
235
BancorpSouth
Mississippi
$330K -$36K -539 -10%
FANJ
236
Financial Architects (New Jersey)
New Jersey
$326K -$1.94K -29 -0.6%
SRIM
237
Saratoga Research & Investment Management
California
$324K – – –
FNBT
238
FineMark National Bank & Trust
Florida
$323K +$28.6K +428 +10%
KFC
239
Klingenstein Fields & Co
New York
$320K -$33.9K -508 -10%
FIM
240
Freedom Investment Management
Connecticut
$320K +$69.8K +1,045 +29%
TC
241
Telemus Capital
Michigan
$318K +$308K +4,611 New
FBT
242
First Bankers Trust
Kentucky
$310K -$52K -778 -15%
HAG
243
HighPoint Advisor Group
Illinois
$309K +$97.8K +1,464 +46%
PMG
244
ProVise Management Group
Florida
$302K -$1.39M -20,802 -83%
WAS
245
WESPAC Advisors SoCal
California
$287K +$173K +2,591 +164%
HFM
246
Hartford Financial Management
Connecticut
$285K – – –
PCM
247
Parsons Capital Management
Rhode Island
$285K – – –
RFC
248
Regions Financial Corp
Alabama
$284K +$276K +4,130 New
WA
249
WFG Advisors
Texas
$280K +$10.2K +153 +4%
ICOA
250
Investment Centers of America
North Dakota
$269K +$20.8K +311 +9%
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