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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
751
Waters Parkerson & Co
Louisiana
$411K +$33.3K +8,000 +10%
CCM
752
Coldstream Capital Management
Washington
$411K +$114K +27,360 +42%
BUB
753
BBVA USA Bancshares
Texas
$410K -$13.5K -3,240 -3%
CBA
754
Coastal Bridge Advisors
Connecticut
$406K +$378K +90,920 New
EWM
755
Evercore Wealth Management
New York
$405K +$249K +60,000 +196%
LWCFA
756
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$405K +$377K +90,720 New
FWCM
757
First Western Capital Management
California
$404K -$16.1K -3,880 -4%
AFA
758
Abacus FCF Advisors
Florida
$398K +$53.9K +12,960 +17%
AA
759
Apriem Advisors
California
$395K +$367K +88,280 New
DWM
760
Destination Wealth Management
California
$394K – – –
CCM
761
Catawba Capital Management
Virginia
$393K +$33.3K +8,000 +10%
KWM
762
Kingsview Wealth Management
Oregon
$393K +$71.7K +17,240 +24%
AT
763
Argent Trust
Texas
$392K -$58.2K -14,000 -14%
NL
764
NWAM LLC
Washington
$388K -$148K -35,560 -29%
WAM
765
Weiss Asset Management
Massachusetts
$388K +$361K +86,920 New
JCM
766
Jacobi Capital Management
Pennsylvania
$387K +$67K +16,120 +24%
SFWA
767
Summit Financial Wealth Advisors
Louisiana
$384K -$54.4K -13,080 -13%
SMG
768
Spectrum Management Group
Indiana
$383K +$356K +85,600 New
CIAS
769
Capital Investment Advisory Services
North Carolina
$381K +$4.99K +1,200 +1%
HIIFS
770
Harel Insurance Investments & Financial Services
Israel
$376K -$190K -45,600 -35%
WSC
771
Wellington Shields & Co
New York
$375K -$66.5K -16,000 -16%
CLOS
772
Compagnie Lombard Odier SCmA
Switzerland
$370K +$44.9K +10,800 +15%
FSA
773
Franklin Street Advisors
North Carolina
$370K +$344K +82,680 New
MIM
774
Marco Investment Management
Georgia
$368K +$343K +82,400 New
LCM
775
Landscape Capital Management
New Jersey
$367K +$341K +82,040 New
29 30
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