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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1176
Spectrum Asset Management (California)
California
$218K – – –
BFEC
1177
Benjamin F. Edwards & Company
Missouri
$217K +$3.93K +61 +2%
IWMPD
1178
Integrated Wealth Management (Palm Desert)
California
$215K +$34.8K +540 +19%
BCM
1179
BTR Capital Management
California
$213K +$219K +3,400 New
GSBTD
1180
Glenview State Bank Trust Department
Illinois
$213K +$219K +3,400 New
HHC
1181
Hutchin Hill Capital
New York
$213K +$219K +3,400 New
SAM
1182
Summit Asset Management
Tennessee
$210K – – –
ST
1183
Sabal Trust
Florida
$210K +$217K +3,366 New
RIG
1184
Roosevelt Investment Group
New York
$209K – – –
WA
1185
Waverly Advisors
Alabama
$209K +$216K +3,342 New
RCM
1186
Rotella Capital Management
Washington
$205K +$211K +3,279 New
CFA
1187
Cahill Financial Advisors
Minnesota
$204K +$210K +3,260 New
FMWA
1188
Forvis Mazars Wealth Advisors
Missouri
$202K +$208K +3,225 New
CPO
1189
Cerity Partners OCIO
New York
$201K -$12.9K -200 -6%
GIM
1190
Groesbeck Investment Management
New Jersey
$200K +$206K +3,200 New
CMBA
1191
C.M. Bidwell & Associates
Hawaii
$198K -$11K -170 -5%
ASN
1192
Advisory Services Network
Georgia
$198K +$65.5K +1,016 +47%
WA
1193
Winfield Associates
Ohio
$197K +$190K +2,950 +1,475%
DOA
1194
D'Orazio & Associates
Virginia
$187K +$51.6K +800 +36%
AIA
1195
Allegis Investment Advisors
Idaho
$171K +$176K +2,736 New
LWM
1196
Lenox Wealth Management
Ohio
$163K +$108K +1,680 +182%
KCPG
1197
Kavar Capital Partners Group
Kansas
$151K – – –
CFG
1198
CKW Financial Group
Hawaii
$150K – – –
CHC
1199
City Holding Co
West Virginia
$140K – – –
NYLT
1200
New York Life Trust
New York
$134K +$14.8K +230 +12%
46 47
48
49 50