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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
951
Montecito Bank & Trust
California
$483K -$93.1K -1,650 -15%
FWP
952
FAS Wealth Partners
Kansas
$482K -$8.81K -156 -2%
SAM
953
Solaris Asset Management
New York
$479K -$8.47K -150 -2%
CFMC
954
Curbstone Financial Management Corp
New Hampshire
$479K +$22.6K +400 +5%
WWM
955
Willingdon Wealth Management
North Carolina
$479K +$73.4K +1,300 +17%
FI
956
FormulaFolio Investments
Michigan
$478K -$14.4K -255 -3%
JGGDR
957
JGP Global Gestao de Recursos
Brazil
$474K -$12.2M -216,452 -96%
ACI
958
Advance Capital I
Michigan
$474K -$282K -5,000 -36%
SFI
959
SPC Financial Inc
Maryland
$473K -$11.9K -210 -2%
WHG
960
Westwood Holdings Group
Texas
$470K – – –
CFA
961
Carroll Financial Associates
North Carolina
$468K -$2.94K -52 -0.6%
TH
962
TCTC Holdings
Texas
$466K – – –
ANB
963
Amarillo National Bank
Texas
$464K – – –
SCA
964
Snowden Capital Advisors
New York
$463K -$2.32M -41,121 -82%
SAM
965
Symphony Asset Management
California
$462K -$1.6M -28,352 -76%
CCP
966
Corient Capital Partners
California
$462K +$495K +8,768 New
FNT
967
First Nebraska Trust
Nebraska
$461K – – –
PAS
968
Professional Advisory Services
Florida
$458K – – –
LAM
969
Lebenthal Asset Management
New York
$458K +$25.1K +445 +5%
NB
970
Nicolet Bankshares
Wisconsin
$457K -$39.1K -692 -7%
WC
971
Whitnell & Co
Illinois
$453K – – –
SFM
972
Signature Financial Management
Virginia
$449K +$16.4K +290 +4%
BP
973
Ballentine Partners
Massachusetts
$448K -$57.2K -1,013 -11%
CIA
974
Capital Impact Advisors
Massachusetts
$448K – – –
RCAMU
975
Rothschild & Co Asset Management US
Connecticut
$445K +$109K +1,922 +29%
37 38
39
40 41