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Name Holding Trade Value Shares
Change 		Change in
Stake
PPSG
1126
Princeton Portfolio Strategies Group
New Jersey
$827K +$230K +2,970 +39%
SEC
1127
Seven Eight Capital
New York
$817K +$101K +1,300 +14%
SRP
1128
Saddle Road Partners
Nebraska
$812K +$811K +10,465 New
PFBT
1129
Parkside Financial Bank & Trust
Missouri
$809K +$154K +1,987 +24%
RC
1130
RBO & Co
California
$795K – – –
PRHC
1131
P.R. Herzig & Co
New York
$791K – – –
ST
1132
Smithfield Trust
Pennsylvania
$788K -$13.6K -175 -2%
CFA
1133
Carroll Financial Associates
North Carolina
$788K +$20.8K +268 +3%
BGA
1134
Belmont Global Advisors
Texas
$775K +$465K +6,000 +150%
HIIFS
1135
Harel Insurance Investments & Financial Services
Israel
$773K +$773K +9,974 New
SI
1136
SII Investments
Wisconsin
$772K -$278K -3,594 -27%
TI
1137
Turner Investments
Pennsylvania
$768K -$96.8K -1,250 -11%
PMFA
1138
Plante Moran Financial Advisors
Michigan
$759K +$64.5K +832 +9%
MIM
1139
Marco Investment Management
Georgia
$752K +$40.6K +524 +6%
TFA
1140
Transamerica Financial Advisors
Florida
$750K +$77 +1 +0%
FPFS
1141
First Personal Financial Services
North Carolina
$749K – – –
CAG
1142
Crestwood Advisors Group
Massachusetts
$749K +$311K +4,019 +71%
FANJ
1143
Financial Architects (New Jersey)
New Jersey
$748K +$31.8K +411 +4%
JSAM
1144
J. Safra Asset Management
New York
$748K +$747K +9,647 New
BL
1145
Balentine LLC
Georgia
$743K -$27.5K -355 -4%
I
1146
IberiaBank
Louisiana
$740K -$78.5K -1,014 -10%
BWP
1147
Baldwin Wealth Partners
Massachusetts
$734K +$11K +142 +2%
OWP
1148
Obermeyer Wealth Partners
Colorado
$732K +$155K +2,000 +27%
HSA
1149
HBK Sorce Advisory
Pennsylvania
$726K +$28.4K +366 +4%
CAMG
1150
CWA Asset Management Group
Florida
$725K +$724K +9,352 New
44 45
46
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