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Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
576
San Francisco Sentry Investment Group
California
$367K -$16.9K -260 -4%
IAA
577
Independent Advisor Alliance
North Carolina
$367K +$374K +5,746 New
WG
578
Welch Group
Alabama
$366K – – –
LNWWM
579
Laird Norton Wetherby Wealth Management
California
$366K +$1.82K +28 +0.5%
FWM
580
Frontier Wealth Management
Missouri
$363K +$124K +1,904 +50%
OMCS
581
Old Mutual Customised Solutions
South Africa
$357K +$71K +1,090 +24%
BHBT
582
Burke & Herbert Bank & Trust
Virginia
$356K +$6.51K +100 +2%
BBA
583
BLB&B Advisors
Pennsylvania
$354K -$58.6K -900 -14%
WJA
584
Williams Jones & Associates
New York
$351K -$3.26K -50 -0.9%
TAM
585
Taurus Asset Management
New York
$343K – – –
RBC
586
Ronald Blue & Co
Georgia
$342K – – –
GIM
587
Goelzer Investment Management
Indiana
$340K – – –
WSC
588
Wellington Shields & Co
New York
$335K -$86.3K -1,325 -20%
LFAS
589
Level Four Advisory Services
Texas
$334K -$41.9K -644 -11%
FBT
590
First Bankers Trust
Kentucky
$333K +$12.4K +191 +4%
IRF
591
IBM Retirement Fund
New York
$331K -$1.87M -28,736 -88%
MGIA
592
Moneta Group Investment Advisors
Missouri
$330K -$15.8K -243 -4%
WSTAM
593
Wilbanks Smith & Thomas Asset Management
Virginia
$330K +$61.1K +939 +22%
CC
594
Courier Capital
New York
$325K – – –
CBA
595
Coastal Bridge Advisors
Connecticut
$324K -$13.5K -207 -4%
WT
596
Washington Trust
Rhode Island
$322K -$12K -185 -4%
TCOT
597
Trust Company of Toledo
Ohio
$320K – – –
IPAM
598
ICICI Prudential Asset Management
India
$320K +$326K +5,000 New
GCA
599
Gideon Capital Advisors
New York
$320K +$326K +5,012 New
CDH
600
Charles D. Hyman
$319K – – –
22 23
24
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