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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1551
West Oak Capital
California
$337K – – –
PHAM
1552
Palisades Hudson Asset Management
Florida
$327K – – –
CCM
1553
CWH Capital Management
Washington
$326K +$97.5K +1,050 +43%
EWA
1554
Exencial Wealth Advisors
Oklahoma
$324K +$320K +3,451 New
ECM
1555
Elgethun Capital Management
South Dakota
$320K -$37.1K -400 -10%
CWM
1556
Concert Wealth Management
California
$319K -$871K -9,387 -73%
CCMD
1557
Cypress Capital Management (Delaware)
Delaware
$319K +$316K +3,404 New
WDL
1558
Well Done LLC
Michigan
$318K +$11.5K +124 +4%
PCM
1559
Pointe Capital Management
Michigan
$317K -$9.93K -107 -3%
FHB
1560
First Hawaiian Bank
Hawaii
$316K -$27.6K -297 -8%
EAM
1561
Eagle Asset Management
Florida
$316K +$13.6K +146 +5%
AR
1562
Advisory Research
Illinois
$316K +$313K +3,374 New
SFWA
1563
Summit Financial Wealth Advisors
Louisiana
$314K -$8.82K -95 -3%
KLI
1564
Kelman-Lazarov Inc
Tennessee
$314K +$311K +3,350 New
SHCM
1565
Stokes & Hubbell Capital Management
Louisiana
$313K +$65.7K +708 +27%
RS
1566
Robeco Schweiz
Switzerland
$312K +$37.1K +400 +14%
BFA
1567
Bragg Financial Advisors
North Carolina
$311K +$308K +3,320 New
LBG
1568
Lloyds Banking Group
United Kingdom
$308K -$63.1K -680 -17%
BC
1569
Bartlett & Co
Ohio
$307K – – –
CFMC
1570
Curbstone Financial Management Corp
New Hampshire
$304K – – –
CCB
1571
Cutter & Co Brokerage
Missouri
$303K +$300K +3,235 New
PA
1572
Probity Advisors
Texas
$301K -$15.7K -169 -5%
PCMK
1573
Paragon Capital Management (Kansas)
Kansas
$299K +$33.4K +360 +13%
HPWM
1574
Highland Private Wealth Management
Washington
$298K +$72.3K +779 +33%
CCM
1575
Conatus Capital Management
Connecticut
$295K +$292K +3,150 New
61 62
63
64 65