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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
501
Capital Innovations
Wisconsin
$219K -$33.3K -925 -13%
WP
502
WealthPLAN Partners
Nebraska
$219K -$829 -23 -0.4%
MTC
503
McDaniel Terry & Co
Texas
$219K +$216K +6,000 New
FIM
504
Freedom Investment Management
Connecticut
$218K +$215K +5,974 New
COI
505
Connable Office Inc
Michigan
$217K +$214K +5,953 New
SI
506
Scout Investments
Missouri
$210K +$207K +5,753 New
SI
507
SII Investments
Wisconsin
$209K -$27.5K -763 -12%
TWA
508
TCI Wealth Advisors
Arizona
$208K -$6.77K -188 -3%
FSA
509
Franklin Street Advisors
North Carolina
$207K +$205K +5,691 New
ATIA
510
American Trust Investment Advisors
New Hampshire
$206K +$204K +5,658 New
AT
511
Argent Trust
Texas
$205K +$202K +5,618 New
TBA
512
Tower Bridge Advisors
Pennsylvania
$204K +$202K +5,610 New
SAA
513
Southeast Asset Advisors
Georgia
$204K +$201K +5,592 New
WSC
514
Wellington Shields & Co
New York
$203K +$201K +5,577 New
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K – – –
AA
516
AlphaMark Advisors
Kentucky
$189K +$25.2K +700 +16%
HCM
517
Highlander Capital Management
New Jersey
$184K – – –
CLOS
518
Compagnie Lombard Odier SCmA
Switzerland
$176K – – –
GWM
519
Gupta Wealth Management
California
$164K +$59.4K +1,649 +58%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$160K -$297K -8,245 -63%
MFBTD
521
MB Financial Bank - Trust Department
Illinois
$149K – – –
ECM
522
Estabrook Capital Management
New York
$145K – – –
AA
523
Apriem Advisors
California
$138K -$5.19K -144 -4%
NFG
524
Next Financial Group
Texas
$136K -$10.2K -282 -7%
KPCM
525
Kings Point Capital Management
New York
$133K – – –
19 20
21
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