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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1051
Independent Advisor Alliance
North Carolina
$501K +$952 +18 +0.2%
NVIM
1052
New Vernon Investment Management
Illinois
$500K – – –
LA
1053
Legacy Advisors
Pennsylvania
$497K +$170K +3,218 +58%
TH
1054
TCTC Holdings
Texas
$495K – – –
BDF
1055
Balasa Dinverno & Foltz
$494K -$29.7K -562 -6%
NP
1056
NorthRock Partners
Minnesota
$493K – – –
H
1057
HoyleCohen
California
$490K -$275K -5,205 -38%
CHP
1058
Cable Hill Partners
Oregon
$489K -$10.3K -194 -2%
CPIA
1059
Cornell Pochily Investment Advisors
New York
$489K +$1.32K +25 +0.3%
CB
1060
CNB Bank
Pennsylvania
$486K -$20.3K -383 -4%
CA
1061
Cambridge Advisors
Nebraska
$485K – – –
GJIC
1062
Gamble Jones Investment Counsel
California
$483K -$23.2K -439 -5%
BI
1063
Bramshill Investments
Florida
$476K +$442K +8,368 New
AFP
1064
Ausdal Financial Partners
Iowa
$472K -$26.8K -507 -6%
CCP
1065
Corient Capital Partners
California
$471K – – –
WSCM
1066
Wellington Shields Capital Management
New York
$471K – – –
FB
1067
Fulton Bank
Pennsylvania
$467K -$11.5K -217 -3%
CF
1068
Centaurus Financial
California
$465K -$296K -5,598 -41%
ACS
1069
Archford Capital Strategies
Illinois
$463K +$315K +5,962 +273%
MLL
1070
Moody Lynn & Lieberson
Massachusetts
$462K -$3.7K -70 -0.9%
SAM
1071
Shamrock Asset Management
Texas
$459K – – –
WG
1072
Winton Group
United Kingdom
$457K -$341K -6,440 -44%
PP
1073
Patten & Patten
Tennessee
$457K -$24.1K -456 -5%
CIC
1074
Cornercap Investment Counsel
Georgia
$457K -$17.8K -337 -4%
DP
1075
DDD Partners
Washington
$456K -$15.9K -300 -4%
41 42
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