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NOV
NOV

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
726
American Money Management
California
$350K +$66.9K +960 +22%
CIA
727
CCM Investment Advisers
South Carolina
$349K -$31.7K -455 -8%
PHAM
728
Palisades Hudson Asset Management
Florida
$348K – – –
HCC
729
Hirtle Callaghan & Co
Pennsylvania
$343K – – –
BEAM
730
Baker Ellis Asset Management
Washington
$341K -$6.97K -100 -2%
BAM
731
Burnham Asset Management
New York
$341K -$6.97K -100 -2%
WP
732
WMS Partners
Maryland
$340K – – –
TFO
733
Tarbox Family Office
California
$339K -$1.95K -28 -0.5%
SPC
734
Sigma Planning Corp
Michigan
$335K +$356K +5,107 New
GF
735
Gerstein Fisher
New York
$334K +$5.36K +77 +2%
NSAM
736
North Star Asset Management
Wisconsin
$332K – – –
FIM
737
Fruth Investment Management
Texas
$330K -$18.5K -265 -5%
ATC
738
Argent Trust Co
Tennessee
$330K +$351K +5,041 New
TH
739
TCTC Holdings
Texas
$329K – – –
NCM
740
Nelson Capital Management
California
$328K – – –
BC
741
Banced Corp
Illinois
$326K +$7.17K +103 +2%
AP
742
Advisor Partners
California
$323K -$32.5K -467 -9%
YP
743
Yellowstone Partners
Idaho
$323K -$26.1K -374 -7%
EGA
744
E&G Advisors
Texas
$323K – – –
IB
745
Intrust Bank
Kansas
$323K +$343K +4,924 New
NPC
746
National Planning Corporation
California
$322K -$41.9K -602 -10%
AL
747
Agran Libbie
California
$321K +$74.9K +1,075 +28%
BFG
748
Beacon Financial Group
Texas
$319K +$21.7K +311 +7%
JAM
749
Jolley Asset Management
North Carolina
$314K – – –
WTB
750
Washington Trust Bank
Washington
$312K -$154K -2,217 -32%
28 29
30
31 32