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Name Holding Trade Value Shares
Change 		Change in
Stake
TBT
976
Texas Bank & Trust
Texas
$256K -$40.3K -280 -15%
BI
977
Bolthouse Investments
California
$256K +$234K +1,625 New
OFG
978
OmniStar Financial Group
North Carolina
$255K +$233K +1,619 New
CFP
979
Cascade Financial Partners
California
$254K -$14.4K -100 -6%
SIG
980
Spinnaker Investment Group
California
$253K +$3.46K +24 +2%
GHA
981
GW Henssler & Associates
Georgia
$252K – – –
HCM
982
Howard Capital Management
Georgia
$252K -$34.4K -239 -13%
ISL
983
Ingalls & Snyder LLC
New York
$252K – – –
WHG
984
Westwood Holdings Group
Texas
$252K – – –
CTA
985
Chesley Taft & Associates
Illinois
$251K -$202K -1,400 -47%
LSA
986
Lion Street Advisors
Texas
$250K – – –
MWM
987
Mission Wealth Management
California
$249K +$228K +1,585 New
WIA
988
Westbourne Investment Advisors
Maryland
$249K – – –
BG
989
Bahl & Gaynor
Ohio
$249K +$1.44K +10 +0.6%
CAM
990
Carret Asset Management
New York
$249K +$144 +1 +0.1%
FG
991
Fiduciary Group
Georgia
$249K – – –
PIM
992
Penobscot Investment Management
Massachusetts
$248K -$37K -257 -14%
SAM
993
Smartleaf Asset Management
Massachusetts
$247K -$3.31K -23 -1%
FNBT
994
FineMark National Bank & Trust
Florida
$246K -$5.47K -38 -2%
BFA
995
Beaumont Financial Advisors
Massachusetts
$245K +$2.31K +16 +1%
FSA
996
Franklin Street Advisors
North Carolina
$245K – – –
LCM
997
Leisure Capital Management
California
$244K +$864 +6 +0.4%
FCP
998
Fidelis Capital Partners
Florida
$243K -$1.01K -7 -0.4%
RFM
999
Royal Fund Management
Florida
$243K -$222K -1,542 -50%
RYIA
1000
Roehl & Yi Investment Advisors
Oregon
$242K -$720 -5 -0.3%
38 39
40
41 42