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Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
351
Lee, Danner & Bass
Tennessee
$616K -$106K -3,545 -16%
SSG
352
Summit Securities Group
New York
$616K +$578K +19,300 New
MCIM
353
Meadow Creek Investment Management
Georgia
$612K – – –
MAA
354
Mraz Amerine & Associates
California
$610K -$15.4K -513 -3%
RG
355
Rathbones Group
United Kingdom
$607K -$179K -5,965 -24%
AIA
356
Armor Investment Advisors
North Carolina
$605K +$39K +1,300 +7%
GT
357
Glenview Trust
Kentucky
$602K -$8.99K -300 -2%
PSUF
358
People's United Financial
Connecticut
$599K -$20.3K -679 -3%
BG
359
Bahl & Gaynor
Ohio
$598K -$3.66K -122 -0.6%
CCM
360
Compton Capital Management
Rhode Island
$591K -$45.7K -1,526 -8%
BWP
361
Baldwin Wealth Partners
Massachusetts
$589K +$20.8K +695 +4%
RG
362
Rikoon Group
New Mexico
$580K -$35.2K -1,176 -6%
HAG
363
HighPoint Advisor Group
Illinois
$579K -$47.4K -1,581 -7%
III
364
Independent Investors Inc
New York
$578K +$3.66K +122 +0.7%
IA
365
IFP Advisors
Florida
$574K -$272K -9,061 -33%
SF
366
Synovus Financial
Georgia
$566K +$56.9K +1,898 +12%
AAM
367
American Asset Management
Florida
$565K +$30.9K +1,032 +6%
BGC
368
Blue Granite Capital
South Carolina
$554K -$1.58M -52,675 -75%
SSB
369
Sandy Spring Bank
Maryland
$553K +$8.81K +294 +2%
SW
370
SVB Wealth
Massachusetts
$547K +$22.1K +736 +4%
AIA
371
Avalon Investment & Advisory
Texas
$538K +$196K +6,554 +64%
AI
372
Atria Investments
North Carolina
$534K +$194K +6,467 +63%
RC
373
Roundview Capital
New Jersey
$533K -$42.9K -1,430 -8%
SPC
374
Sigma Planning Corp
Michigan
$521K -$109K -3,625 -18%
KFGK
375
Keystone Financial Group (Kentucky)
Kentucky
$520K +$477K +15,922 New
13 14
15
16 17