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Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1726
Trustmark National Bank Trust Department
Mississippi
$354K +$342K +3,098 New
AEPG
1727
American Economic Planning Group
New Jersey
$353K +$342K +3,098 New
WOC
1728
West Oak Capital
California
$351K – – –
WP
1729
WealthSource Partners
California
$351K -$198K -1,795 -37%
DMC
1730
Drexel Morgan & Co
Pennsylvania
$350K – – –
DAC
1731
Dividend Assets Capital
South Carolina
$350K +$20.4K +185 +6%
RIA
1732
RPG Investment Advisory
California
$349K -$773 -7 -0.2%
LFA
1733
Legacy Financial Advisors
Kentucky
$348K +$337K +3,055 New
1IA
1734
1834 Investment Advisors
Wisconsin
$345K +$334K +3,024 New
MMHP
1735
Murphy Middleton Hinkle & Parker
Georgia
$344K +$333K +3,016 New
RW
1736
REDW Wealth
New Mexico
$343K – – –
EGA
1737
Eagle Global Advisors
Texas
$342K -$88.3K -800 -21%
MLIC
1738
Mandatum Life Insurance Company
Finland
$342K -$88.3K -800 -21%
SKK
1739
Shepherd Kaplan Krochuk
Massachusetts
$342K – – –
FHB
1740
First Hawaiian Bank
Hawaii
$340K +$14.6K +132 +5%
DFIG
1741
Dragon Financial & Investment Group
California
$339K +$328K +2,972 New
RP
1742
Rice Partnership
Hawaii
$339K +$328K +2,972 New
BL
1743
BFSG LLC
California
$338K +$41.1K +372 +14%
LK
1744
Lumbard & Kellner
New Hampshire
$336K – – –
SAM
1745
SignalPoint Asset Management
Missouri
$335K +$8.84K +80 +3%
AHB
1746
Abner Herrman & Brock
New Jersey
$334K – – –
AIS
1747
American Investment Services
Massachusetts
$334K +$110 +1 +0%
OC
1748
Oakworth Capital
Alabama
$333K -$133K -1,200 -29%
SICM
1749
Sustainable Insight Capital Management
New York
$331K +$320K +2,900 New
LCS
1750
Levin Capital Strategies
New York
$329K – – –
68 69
70
71 72