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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
826
Boston Family Office
Massachusetts
$1.05M +$30.3K +600 +3%
CCM
827
CrestPoint Capital Management
Missouri
$1.05M +$948K +18,800 New
CCP
828
Clarkston Capital Partners
Michigan
$1.05M +$8.87K +176 +0.9%
BEC
829
Blue Edge Capital
Virginia
$1.03M +$936K +18,572 New
HFS
830
HL Financial Services
Kentucky
$1.02M -$1.9M -37,632 -67%
AIM
831
Aspen Investment Management
Michigan
$1M -$16.1K -320 -2%
BMO
832
Beck Mack & Oliver
New York
$998K -$9.68K -192 -1%
EWM
833
Endurance Wealth Management
Rhode Island
$995K +$73.6K +1,460 +9%
EPFB
834
Employees Provident Fund Board
Malaysia
$980K – – –
OPCM
835
Osborne Partners Capital Management
California
$976K -$33.9K -672 -4%
TCM
836
Tran Capital Management
California
$973K -$56.9K -1,128 -6%
CG
837
Colony Group
Massachusetts
$973K +$412K +8,168 +88%
B
838
BancorpSouth
Mississippi
$967K -$3.43K -68 -0.4%
TFA
839
Transamerica Financial Advisors
Florida
$961K -$67.4K -1,336 -7%
ASN
840
Advisory Services Network
Georgia
$960K +$869K +17,240 New
OMCS
841
Old Mutual Customised Solutions
South Africa
$958K – – –
IIM
842
Intact Investment Management
Quebec, Canada
$957K +$867K +17,200 New
FCH
843
Freestone Capital Holdings
Washington
$953K -$69K -1,368 -7%
SC
844
SouthState Corp
Florida
$941K -$47.4K -940 -5%
GIS
845
Guardian Investor Services
New York
$921K +$15.1K +300 +2%
SSB
846
Sandy Spring Bank
Maryland
$910K -$25.8K -512 -3%
WB
847
WesBanco Bank
West Virginia
$910K +$65.5K +1,300 +9%
MC
848
Miles Capital
Iowa
$907K -$522K -10,360 -39%
MHC
849
Meyer Handelman Company
New York
$891K – – –
HHGA
850
Halbert Hargrove Global Advisors
California
$877K -$167K -3,308 -17%
32 33
34
35 36