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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
701
Freedom Investment Management
Connecticut
$236K -$18K -282 -7%
SA
702
SRH Advisors
Kansas
$235K – – –
TAM
703
Tocqueville Asset Management
New York
$229K -$12.9K -202 -5%
BP
704
Ballentine Partners
Massachusetts
$227K -$2.39M -37,496 -91%
NFG
705
Next Financial Group
Texas
$226K +$48.7K +763 +28%
PMFA
706
Plante Moran Financial Advisors
Michigan
$225K -$30.9K -484 -12%
BMC
707
Benin Management Corp
Connecticut
$225K -$26.6K -417 -11%
NIM
708
Northeast Investment Management
Massachusetts
$225K – – –
BSW
709
Buckingham Strategic Wealth
Missouri
$224K -$34.3K -538 -14%
JIC
710
Joel Isaacson & Co
New York
$224K +$4.47K +70 +2%
CS
711
Credential Securities
$224K -$1.47K -23 -0.7%
SS
712
Sunbelt Securities
Texas
$223K +$1.08K +17 +0.5%
SAM
713
SignalPoint Asset Management
Missouri
$222K +$217K +3,402 New
OA
714
Oxbow Advisors
Texas
$220K – – –
TFF
715
The Family Firm
Maryland
$220K +$64 +1 +0%
KA
716
KLCM Advisors
Wisconsin
$220K +$215K +3,372 New
SSIA
717
Spero-Smith Investment Advisers
Ohio
$219K +$214K +3,355 New
MWAC
718
Mariner Wealth Advisors (Cincinnati)
Ohio
$217K +$212K +3,318 New
PAM
719
Premier Asset Management
Illinois
$217K +$213K +3,338 New
AA
720
Apriem Advisors
California
$215K -$8.74K -137 -4%
EIA
721
Edgemoor Investment Advisors
Maryland
$214K +$210K +3,283 New
UR
722
USCA RIA
Texas
$211K -$107K -1,669 -34%
BAM
723
Bruderman Asset Management
New York
$210K +$511 +8 +0.2%
GD
724
Grandfield & Dodd
New York
$210K +$205K +3,219 New
HIC
725
Harvey Investment Company
Kentucky
$210K +$206K +3,222 New
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