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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
951
FAS Wealth Partners
Kansas
$482K -$8.81K -156 -2%
SAM
952
Solaris Asset Management
New York
$479K -$8.47K -150 -2%
CFMC
953
Curbstone Financial Management Corp
New Hampshire
$479K +$22.6K +400 +5%
WWM
954
Willingdon Wealth Management
North Carolina
$479K +$73.4K +1,300 +17%
FI
955
FormulaFolio Investments
Michigan
$478K -$14.4K -255 -3%
JGGDR
956
JGP Global Gestao de Recursos
Brazil
$474K -$12.2M -216,452 -96%
ACI
957
Advance Capital I
Michigan
$474K -$282K -5,000 -36%
SFI
958
SPC Financial Inc
Maryland
$473K -$11.9K -210 -2%
WHG
959
Westwood Holdings Group
Texas
$470K – – –
CFA
960
Carroll Financial Associates
North Carolina
$468K -$2.94K -52 -0.6%
TH
961
TCTC Holdings
Texas
$466K – – –
ANB
962
Amarillo National Bank
Texas
$464K – – –
SCA
963
Snowden Capital Advisors
New York
$463K -$2.32M -41,121 -82%
SAM
964
Symphony Asset Management
California
$462K -$1.6M -28,352 -76%
CCP
965
Corient Capital Partners
California
$462K +$495K +8,768 New
FNT
966
First Nebraska Trust
Nebraska
$461K – – –
PAS
967
Professional Advisory Services
Florida
$458K – – –
LAM
968
Lebenthal Asset Management
New York
$458K +$25.1K +445 +5%
NB
969
Nicolet Bankshares
Wisconsin
$457K -$39.1K -692 -7%
WC
970
Whitnell & Co
Illinois
$453K – – –
SFM
971
Signature Financial Management
Virginia
$449K +$16.4K +290 +4%
BP
972
Ballentine Partners
Massachusetts
$448K -$57.2K -1,013 -11%
CIA
973
Capital Impact Advisors
Massachusetts
$448K – – –
RCAMU
974
Rothschild & Co Asset Management US
Connecticut
$445K +$109K +1,922 +29%
FIM
975
Frontier Investment Management
Texas
$444K +$476K +8,436 New
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39
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