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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1501
Carlson Capital Management
Minnesota
$327K -$15K -159 -5%
AAP
1502
Arax Advisory Partners
Colorado
$326K +$1.41K +15 +0.5%
SDWIA
1503
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$326K +$28.3K +300 +10%
FHA
1504
First Horizon Advisors
Tennessee
$325K -$4.71K -50 -2%
GIM
1505
Groesbeck Investment Management
New Jersey
$324K – – –
GSC
1506
G&S Capital
Colorado
$324K +$70.3K +746 +30%
NQWM
1507
Northwest Quadrant Wealth Management
Oregon
$323K -$1.13K -12 -0.4%
BHTS
1508
Bar Harbor Trust Services
Maine
$323K +$301K +3,192 New
MWP
1509
MYCIO Wealth Partners
Pennsylvania
$321K -$108K -1,144 -27%
IWP
1510
Icon Wealth Partners
Texas
$321K +$76.8K +815 +35%
LA
1511
Lynch & Associates
Indiana
$320K – – –
CRCM
1512
Corbett Road Capital Management
Virginia
$320K +$298K +3,161 New
BCM
1513
BlueCrest Capital Management
Jersey
$319K +$297K +3,148 New
SFS
1514
Summit Financial Strategies
Ohio
$318K – – –
DBT
1515
Dubuque Bank & Trust
Iowa
$318K +$1.32K +14 +0.4%
CSPIA
1516
Cary Street Partners Investment Advisory
Virginia
$318K +$296K +3,143 New
SNT
1517
Security National Trust
West Virginia
$317K +$18.3K +194 +7%
CS
1518
Cannell & Spears
New York
$315K +$16.5K +175 +6%
AP
1519
Arlington Partners
Alabama
$315K +$65K +690 +29%
MNBTD
1520
Moody National Bank Trust Division
Texas
$314K – – –
SCA
1521
STALEY CAPITAL ADVISERS
Pennsylvania
$314K – – –
SIG
1522
Sky Investment Group
Connecticut
$314K +$6.88K +73 +2%
FNT
1523
First Nebraska Trust
Nebraska
$313K – – –
AW
1524
Alpha Windward
Massachusetts
$312K -$5.56K -59 -2%
BFC
1525
Bedel Financial Consulting
Indiana
$311K +$4.62K +49 +2%
59 60
61
62 63