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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
976
Heritage Trust
Oklahoma
$122K – – –
SFG
977
SevenBridge Financial Group
Pennsylvania
$122K – – –
DBT
978
Dubuque Bank & Trust
Iowa
$120K – – –
EWM
979
Endurance Wealth Management
Rhode Island
$118K – – –
SOADOR
980
State of Alaska Department of Revenue
Alaska
$117K -$73.7K -1,500 -41%
IR
981
Invictus RG
Bermuda
$114K +$105K +2,133 New
IIC
982
Integrated Investment Consultants
Michigan
$108K – – –
HFM
983
Hartford Financial Management
Connecticut
$107K – – –
NSIM
984
North Star Investment Management
Illinois
$106K -$16K -325 -14%
SWA
985
Sutton Wealth Advisors
Florida
$104K +$2.06K +42 +2%
BTIS
986
BB&T Investment Services
North Carolina
$98K +$42.3K +860 +87%
DOA
987
D'Orazio & Associates
Virginia
$91K +$49.1K +1,000 +143%
EWM
988
Evercore Wealth Management
New York
$89K -$60.7K -1,235 -43%
KF
989
Krilogy Financial
Missouri
$82K +$49.1K +1,000 +189%
MCA
990
Mercer Capital Advisers
New Jersey
$81K – – –
FPA
991
Fieldpoint Private Advisors
New York
$80K -$14.7K -300 -17%
DSC
992
Duncker Streett & Co
Missouri
$75K – – –
LWM
993
Lenox Wealth Management
Ohio
$75K +$1.23K +25 +2%
VIA
994
Vantage Investment Advisors
Pennsylvania
$74K -$344 -7 -0.5%
ADL
995
Asset Dedication LLC
California
$70K -$19.3K -392 -23%
FANJ
996
Financial Architects (New Jersey)
New Jersey
$69K -$4.67K -95 -7%
WAS
997
Winch Advisory Services
Wisconsin
$69K +$36.4K +740 +137%
AA
998
AlphaMark Advisors
Kentucky
$68K – – –
OC
999
Oakworth Capital
Alabama
$67K -$2.06K -42 -3%
CHC
1000
City Holding Co
West Virginia
$67K +$3.69K +75 +6%
38 39
40
41 42