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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1476
Holt Capital Partners
Texas
$230K +$213K +3,100 New
MMPW
1477
Mitchell McLeod Pugh & Williams
Alabama
$230K +$213K +3,100 New
HJA
1478
Hugh Johnson Advisors
New York
$229K +$212K +3,087 New
CPSAC
1479
Chas P. Smith & Associates (CPS)
Florida
$228K -$8.94K -130 -4%
BFA
1480
Bragg Financial Advisors
North Carolina
$227K -$15.2K -221 -7%
NFG
1481
NewFocus Financial Group
Washington
$226K +$209K +3,046 New
RWA
1482
River Wealth Advisors
Pennsylvania
$225K -$3.57K -52 -2%
PFGIA
1483
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$134K +1,949 +181%
BFA
1484
Beaumont Financial Advisors
Massachusetts
$225K +$208K +3,022 New
GIA
1485
Gladstone Institutional Advisory
Florida
$225K +$208K +3,026 New
BW
1486
Bison Wealth
Georgia
$224K -$6.05K -88 -3%
FC
1487
Ferris Capital
Massachusetts
$224K -$825 -12 -0.4%
PAM
1488
Paradigm Asset Management
New York
$223K +$206K +3,000 New
EDRH
1489
Edmond de Rothschild Holding
Switzerland
$223K – – –
SPM
1490
Symmetry Peak Management
Pennsylvania
$223K +$206K +3,000 New
UIA
1491
UBP Investment Advisors
Switzerland
$223K +$206K +3,000 New
WMC
1492
Westwood Management Corporation
Illinois
$223K +$206K +3,000 New
FANJ
1493
Financial Architects (New Jersey)
New Jersey
$222K +$26.5K +385 +15%
GC
1494
Gratus Capital
Georgia
$222K +$205K +2,981 New
GVAG
1495
Great Valley Advisor Group
Delaware
$221K -$12K -175 -6%
FI
1496
FormulaFolio Investments
Michigan
$221K +$204K +2,966 New
CCM
1497
Carlson Capital Management
Minnesota
$221K +$204K +2,974 New
BCM
1498
Breiter Capital Management
Florida
$221K +$262K +3,818 New
FFG
1499
Frisch Financial Group
New York
$219K +$202K +2,945 New
ESBC
1500
E.S. Barr & Co
Kentucky
$218K +$201K +2,927 New
58 59
60
61 62