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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$242K -$12.5K -600 -5%
SLG
1002
Stanley-Laman Group
Pennsylvania
$242K +$233K +11,160 New
CCFCSB
1003
Cape Cod Five Cents Savings Bank
Massachusetts
$241K – – –
F
1004
FutureAdvisor
California
$237K +$226K +10,820 New
TCM
1005
Traynor Capital Management
Pennsylvania
$237K +$228K +10,920 New
BCM
1006
Blume Capital Management
California
$235K – – –
LNC
1007
Lincoln National Corp
Pennsylvania
$235K +$201K +9,640 New
BEAM
1008
Baker Ellis Asset Management
Washington
$234K +$20.9K +1,000 +10%
EWMCB
1009
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$232K +$223K +10,680 New
SBWM
1010
Sunflower Bank Wealth Management
Arizona
$232K +$223K +10,680 New
AA
1011
Apriem Advisors
California
$231K -$2.09K -100 -0.9%
MCM
1012
Maryland Capital Management
Maryland
$231K +$222K +10,620 New
BRWM
1013
B. Riley Wealth Management
Tennessee
$230K -$763K -36,500 -77%
BC
1014
Banced Corp
Illinois
$230K +$221K +10,580 New
DWT
1015
Dorsey & Whitney Trust
South Dakota
$230K +$221K +10,580 New
WF
1016
WealthTrust Fairport
Ohio
$229K -$5.02K -240 -2%
JIP
1017
Jaffetilchin Investment Partners
Florida
$229K +$220K +10,540 New
TC
1018
Trust Company
Kansas
$228K +$10.4K +500 +5%
AP
1019
Appleton Partners
Massachusetts
$227K -$12.5K -600 -5%
JWM
1020
Jackson Wealth Management
Florida
$226K -$41.8K -2,000 -16%
PIM
1021
Penobscot Investment Management
Massachusetts
$226K +$217K +10,400 New
NB
1022
NBT Bank
New York
$224K +$216K +10,340 New
LWA
1023
Lenox Wealth Advisors
New York
$222K +$2.51K +120 +1%
JWBC
1024
J.W. Burns & Co
New York
$221K -$181K -8,640 -46%
AAP
1025
Ardsley Advisory Partners
Connecticut
$219K -$41.8K -2,000 -17%
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