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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
926
Abacus Planning Group
South Carolina
$219K -$11.8K -87 -5%
AC
927
ASB Consultores
Florida
$218K +$220K +1,624 New
FCP
928
Fidelis Capital Partners
Florida
$218K -$541 -4 -0.2%
FCH
929
Freestone Capital Holdings
Washington
$218K +$220K +1,623 New
VWM
930
Venturi Wealth Management
Texas
$216K -$11.8K -87 -5%
ISL
931
Ingalls & Snyder LLC
New York
$215K – – –
FNBT
932
FineMark National Bank & Trust
Florida
$215K -$8.12K -60 -4%
SAM
933
Smartleaf Asset Management
Massachusetts
$215K +$37.2K +275 +21%
PCMC
934
Private Capital Management (Colorado)
Colorado
$215K -$33.1K -245 -13%
WHG
935
Westwood Holdings Group
Texas
$215K – – –
PP
936
PDS Planning
Ohio
$214K -$24.6K -182 -10%
SL
937
SFM LLC
New Hampshire
$214K -$69.7K -515 -24%
LSA
938
Lion Street Advisors
Texas
$213K +$2.44K +18 +1%
WIA
939
Westbourne Investment Advisors
Maryland
$213K – – –
CPIG
940
Chicago Partners Investment Group
Illinois
$213K -$4.19K -31 -2%
RFG
941
Range Financial Group
Oregon
$213K +$9.06K +67 +4%
SIG
942
Spinnaker Investment Group
California
$213K -$1.62K -12 -0.8%
CAM
943
Carret Asset Management
New York
$213K – – –
FG
944
Fiduciary Group
Georgia
$213K – – –
BG
945
Bahl & Gaynor
Ohio
$211K +$10.1K +75 +5%
CRWM
946
Castle Rock Wealth Management
California
$211K -$24.5K -181 -11%
FMTC
947
Farmers & Merchants Trust Company
California
$210K – – –
BCM
948
Buckhead Capital Management
Georgia
$210K +$212K +1,564 New
FSA
949
Franklin Street Advisors
North Carolina
$209K +$210K +1,555 New
LCM
950
Leisure Capital Management
California
$207K +$812 +6 +0.4%
36 37
38
39 40