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Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
1926
Boit C.F. David
$858K – – –
GAM
1927
Griffin Asset Management
New York
$858K +$132K +2,501 +17%
WTFG
1928
Wells Trecaso Financial Group
Ohio
$857K -$21.2K -401 -2%
IWA
1929
Intercontinental Wealth Advisors
Texas
$857K -$20K -378 -2%
BHA
1930
Beech Hill Advisors
New York
$854K -$1.51M -28,506 -63%
BAS
1931
Brown Advisory Securities
Maryland
$854K -$51.8K -977 -5%
WA
1932
Waddell & Associates
Tennessee
$854K +$106 +2 +0%
CA
1933
Carson Advisory
Georgia
$854K +$120K +2,263 +16%
UCI
1934
Uncommon Cents Investing
Wisconsin
$852K +$569K +10,740 +179%
KCFA
1935
Key Client Fiduciary Advisors
New Jersey
$850K +$52.9K +998 +6%
PL
1936
Plancorp LLC
Missouri
$849K +$34.3K +648 +4%
KLCM
1937
KG&L Capital Management
Louisiana
$848K +$81.7K +1,542 +10%
AA
1938
Advisory Alpha
Michigan
$845K +$126K +2,373 +17%
FPAS
1939
Focus Partners Advisor Solutions
Missouri
$844K -$79.1K -1,494 -8%
HL
1940
HeadInvest LLC
Maine
$844K -$4.77K -90 -0.5%
EF
1941
Empowered Funds
Pennsylvania
$844K +$219K +4,142 +33%
CFS
1942
CRA Financial Services
New Jersey
$841K +$72.8K +1,375 +9%
PCG
1943
Private Capital Group
Connecticut
$839K +$47.5K +897 +6%
MJB
1944
Mark J. Bradley
$838K -$66.2K -1,250 -7%
OCM
1945
Orion Capital Management
California
$838K -$40K -755 -4%
UF
1946
Univest Financial
Pennsylvania
$837K -$2.88M -54,445 -77%
FFMBT
1947
First Farmers & Merchants Bank Trust
Tennessee
$837K – – –
GC
1948
Gratus Capital
Georgia
$836K -$9.29M -175,462 -91%
SAA
1949
Southeast Asset Advisors
Georgia
$835K +$29.5K +557 +4%
GCMG
1950
Gyroscope Capital Management Group
Florida
$835K +$56.6K +1,069 +7%
76 77
78
79 80