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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
626
LifePlan Financial Group
Ohio
$271K -$128K -2,053 -29%
RHJA
627
Rice Hall James & Associates
California
$270K – – –
WP
628
WMS Partners
Maryland
$270K – – –
NJBEST
629
New Jersey Better Educational Savings Trust
New Jersey
$270K +$311K +5,000 New
SRIM
630
Saratoga Research & Investment Management
California
$269K -$18.1K -291 -6%
HCM
631
Harvey Capital Management
Florida
$269K – – –
PA
632
PFG Advisors
Arizona
$267K +$254K +4,088 New
CIA
633
Capital Investment Advisors
Georgia
$265K +$1.49K +24 +0.5%
PC
634
Port Capital
Illinois
$264K -$7.39M -118,964 -96%
FPCG
635
Fort Pitt Capital Group
Pennsylvania
$262K +$74.5K +1,200 +33%
FMT
636
First Mercantile Trust
Tennessee
$262K +$302K +4,863 New
SO
637
STRS Ohio
Ohio
$260K -$391K -6,301 -57%
IAA
638
Independent Advisor Alliance
North Carolina
$260K -$80.4K -1,294 -21%
SXL
639
Summit X LLC
Missouri
$259K -$81.4K -1,310 -21%
HT
640
Heritage Trust
Oklahoma
$257K +$5.03K +81 +2%
FHB
641
First Hawaiian Bank
Hawaii
$257K +$133K +2,138 +82%
MAFM
642
Mid Atlantic Financial Management
Pennsylvania
$257K +$296K +4,763 New
GT
643
Greenleaf Trust
Michigan
$256K -$86.3K -1,389 -23%
MWP
644
MYCIO Wealth Partners
Pennsylvania
$252K – – –
PWAC
645
Private Wealth Advisors (California)
California
$250K +$287K +4,627 New
BOTW
646
Bank of the West
California
$249K +$287K +4,624 New
GAMC
647
Garner Asset Management Corp
Texas
$247K – – –
HWM
648
Holloway Wealth Management
Florida
$247K – – –
OCM
649
One Capital Management
California
$247K +$3.1K +50 +1%
TH
650
TCTC Holdings
Texas
$245K – – –
24 25
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