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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1226
Partnervest Advisory Services
California
$652K +$116K +4,393 +22%
SAM
1227
Sequent Asset Management
Texas
$650K – – –
NAM
1228
Needelman Asset Management
California
$649K – – –
DAC
1229
Dividend Assets Capital
South Carolina
$646K -$4.05K -154 -0.6%
NIM
1230
Northeast Investment Management
Massachusetts
$645K +$83.1K +3,160 +15%
GT
1231
Greenleaf Trust
Michigan
$638K -$17.8K -678 -3%
CFN
1232
Cordasco Financial Network
Florida
$637K +$631K +23,999 New
CI
1233
Capital International
California
$636K – – –
BWAM
1234
Boyd Watterson Asset Management
Ohio
$634K -$38.1K -1,448 -6%
CA
1235
Capital Advantage
California
$634K +$628K +23,880 New
SRC
1236
Shufro Rose & Co
New York
$632K -$12.2K -464 -2%
FWM
1237
Focused Wealth Management
New York
$629K +$31.1K +1,181 +5%
RIM
1238
Regent Investment Management
Kentucky
$627K +$7.84K +298 +1%
CFA
1239
Capstone Financial Advisors
Illinois
$626K +$620K +23,558 New
SCA
1240
SAC Capital Advisors
Connecticut
$625K -$1.25M -47,698 -67%
FIG
1241
Fusion Investment Group
Pennsylvania
$623K +$617K +23,448 New
NA
1242
Navellier & Associates
Nevada
$623K +$617K +23,468 New
NIMI
1243
Natixis Investment Managers International
France
$621K – – –
OC
1244
Oakworth Capital
Alabama
$621K +$615K +23,379 New
AAM
1245
Azzad Asset Management
Virginia
$619K +$118K +4,486 +24%
GD
1246
Grandfield & Dodd
New York
$619K -$25.2K -957 -4%
CAG
1247
Crestwood Advisors Group
Massachusetts
$615K -$404K -15,341 -40%
PAWC
1248
P.A.W. Capital
Connecticut
$615K -$17.4K -662 -3%
NFG
1249
Nadler Financial Group
Illinois
$612K -$88.4K -3,359 -13%
ZTNA
1250
Zions Trust National Association
Utah
$612K -$8.53K -324 -1%
48 49
50
51 52