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Name Holding Trade Value Shares
Change 		Change in
Stake
UR
576
USCA RIA
Texas
$357K -$965K -18,128 -72%
PL
577
Parthenon LLC
Kentucky
$357K +$48.1K +904 +15%
FBT
578
First Bankers Trust
Kentucky
$356K – – –
KIA
579
KCM Investment Advisors
California
$353K +$6.65K +125 +2%
TCM
580
TD Capital Management
Tennessee
$349K +$120K +2,259 +50%
WJA
581
Williams Jones & Associates
New York
$348K +$5.96K +112 +2%
CBT
582
Central Bank & Trust
Kentucky
$346K -$397K -7,452 -53%
BOH
583
Bank of Hawaii
Hawaii
$343K -$6.33K -119 -2%
SA
584
Strategic Advisors
New York
$338K -$22.2K -417 -6%
IIA
585
IPG Investment Advisors
California
$334K – – –
KFS
586
KMS Financial Services
Washington
$324K +$6.49K +122 +2%
FHA
587
First Horizon Advisors
Tennessee
$316K -$3.94K -74 -1%
MIP
588
Marietta Investment Partners
Wisconsin
$316K – – –
PWLP
589
Prio Wealth Limited Partnership
Massachusetts
$316K +$54.8K +1,030 +20%
WSFS
590
Wilmington Savings Fund Society
Delaware
$315K -$18.5K -348 -5%
RBC
591
Ronald Blue & Co
Georgia
$311K -$66.6K -1,252 -17%
BRM
592
Boston Research & Management
Massachusetts
$310K – – –
HCM
593
Highlander Capital Management
New Jersey
$310K -$14.8K -279 -4%
WP
594
WMS Partners
Maryland
$308K – – –
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$307K -$7.56K -142 -2%
BHTS
596
Bar Harbor Trust Services
Maine
$307K – – –
NPC
597
National Planning Corporation
California
$306K +$12.9K +243 +4%
HJA
598
Hugh Johnson Advisors
New York
$306K +$24K +451 +8%
BBHC
599
Brown Brothers Harriman & Co
New York
$303K +$2.98K +56 +1%
PFBT
600
Parkside Financial Bank & Trust
Missouri
$303K +$15.7K +295 +5%
22 23
24
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