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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1751
Bollard Group
Massachusetts
$2.32M +$299 +12 +0%
PAS
1752
Partnervest Advisory Services
California
$2.32M +$701K +28,148 +49%
JWM
1753
Jacobus Wealth Management
Wisconsin
$2.31M +$31.8K +1,276 +2%
LJAC
1754
L.J. Altfest & Co
New York
$2.31M -$254K -10,176 -11%
BFA
1755
Beaumont Financial Advisors
Massachusetts
$2.31M -$5.48M -219,776 -75%
CL
1756
CSS LLC
Illinois
$2.3M – – –
CWM
1757
Catamount Wealth Management
Connecticut
$2.3M +$2.1M +84,320 New
LSCM
1758
LaSalle Street Capital Management
Illinois
$2.29M – – –
BOS
1759
Bank of Stockton
California
$2.28M +$62.2K +2,496 +3%
FMC
1760
First Merchants Corp
Indiana
$2.27M +$342K +13,728 +20%
HAI
1761
Hennessy Advisors Inc
California
$2.27M -$131K -5,260 -6%
PFBT
1762
Parkside Financial Bank & Trust
Missouri
$2.27M -$58.6K -2,352 -3%
MPA
1763
Marvin & Palmer Associates
Delaware
$2.27M -$1.35M -54,000 -39%
GLI
1764
Guardian Life Insurance
New York
$2.25M -$582K -23,356 -22%
FWP
1765
FAS Wealth Partners
Kansas
$2.25M +$138K +5,552 +7%
PHIMC
1766
Private Harbour Investment Management & Counsel
Ohio
$2.24M -$123K -4,940 -6%
ST
1767
Spinnaker Trust
Maine
$2.24M -$53.3K -2,140 -3%
HPCM
1768
High Pointe Capital Management
Illinois
$2.23M -$5.2M -208,720 -72%
TAM
1769
Tealwood Asset Management
Minnesota
$2.21M -$281K -11,280 -12%
PCMM
1770
Private Capital Management (Minnesota)
Minnesota
$2.21M +$324K +13,000 +19%
C
1771
CFO4Life
Texas
$2.21M -$251K -10,064 -11%
GS
1772
Girard Securities
California
$2.2M -$586K -23,512 -23%
ACS
1773
Archford Capital Strategies
Illinois
$2.2M +$1.07M +42,880 +113%
BHBT
1774
Burke & Herbert Bank & Trust
Virginia
$2.2M +$103K +4,136 +5%
PP
1775
Paloma Partners
Connecticut
$2.2M -$12.5M -502,284 -86%
69 70
71
72 73