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Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
726
Blue Trust Inc
Georgia
$309K +$303K +2,608 New
TBA
727
Tower Bridge Advisors
Pennsylvania
$309K -$69.8K -600 -18%
PCMC
728
Private Capital Management (Colorado)
Colorado
$307K – – –
DWA
729
Douglass Winthrop Advisors
New York
$306K -$50.6K -435 -14%
HFS
730
Howard Financial Services
Texas
$305K – – –
MIS
731
Morningstar Investment Services
Illinois
$305K +$25.8K +222 +9%
LNC
732
Lincoln National Corp
Pennsylvania
$304K +$16.5K +142 +6%
CGL
733
Clarius Group LLC
Washington
$302K +$11K +95 +4%
AIA
734
Arbor Investment Advisors
North Carolina
$301K +$233 +2 +0.1%
FIM
735
Freedom Investment Management
Connecticut
$301K -$120K -1,030 -28%
SIA
736
Schechter Investment Advisors
Michigan
$300K +$57.2K +492 +23%
DWM
737
Destination Wealth Management
California
$299K -$68.4K -588 -18%
NGA
738
Naples Global Advisors
Florida
$299K -$61.2K -526 -17%
BAG
739
Briggs Advisory Group
Rhode Island
$298K – – –
WTB
740
Washington Trust Bank
Washington
$298K – – –
JIC
741
Joel Isaacson & Co
New York
$297K – – –
TFF
742
The Family Firm
Maryland
$297K +$13.5K +116 +5%
AF
743
Allworth Financial
California
$296K +$25.8K +222 +9%
BIAS
744
Beacon Investment Advisory Services
New Jersey
$295K – – –
KA
745
Kozak & Associates
Colorado
$295K +$1.4K +12 +0.5%
CCIA
746
Cherry Creek Investment Advisors
Colorado
$295K +$1.51K +13 +0.5%
SA
747
SRH Advisors
Kansas
$294K – – –
WCF
748
West Coast Financial
California
$293K – – –
LWAC
749
Laurel Wealth Advisors (California)
California
$291K +$233 +2 +0.1%
IGGA
750
Iron Gate Global Advisors
Utah
$291K +$1.28K +11 +0.4%
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30
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