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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1076
Lenox Wealth Advisors
New York
$287K +$25.3K +1,000 +10%
SLG
1077
Stanley-Laman Group
Pennsylvania
$286K – – –
S
1078
SignatureFD
Georgia
$283K -$45K -1,780 -14%
1SB
1079
1ST Source Bank
Indiana
$281K +$277K +10,960 New
AIM
1080
Assured Investment Management
New York
$280K +$142K +5,620 +106%
ST
1081
Sentinel Trust
Texas
$280K +$276K +10,920 New
BCM
1082
Blume Capital Management
California
$277K – – –
AA
1083
Apriem Advisors
California
$277K +$5.06K +200 +2%
MIS
1084
Morningstar Investment Services
Illinois
$274K -$28.3K -1,120 -9%
SBWM
1085
Sunflower Bank Wealth Management
Arizona
$273K – – –
FFC
1086
First Financial Corp
Indiana
$272K -$152K -6,000 -36%
LS
1087
Lupo Securities
Illinois
$272K +$268K +10,620 New
SCA
1088
Stillwater Capital Advisors
Pennsylvania
$271K -$30.3K -1,200 -10%
NCM
1089
Noesis Capital Mangement
Florida
$270K -$25.3K -1,000 -9%
WF
1090
WealthTrust Fairport
Ohio
$270K – – –
JWM
1091
Jackson Wealth Management
Florida
$269K – – –
OIA
1092
Optimum Investment Advisors
Illinois
$269K +$265K +10,500 New
TT
1093
Tiedemann Trust
Delaware
$266K -$31.3K -1,240 -11%
PIM
1094
Penobscot Investment Management
Massachusetts
$266K – – –
SFM
1095
Signature Financial Management
Virginia
$265K -$139K -5,480 -35%
HB
1096
Homrich & Berg
Georgia
$264K +$260K +10,300 New
PFBT
1097
Parkside Financial Bank & Trust
Missouri
$263K +$259K +10,260 New
WP
1098
WMS Partners
Maryland
$262K -$302K -11,960 -54%
EWMCB
1099
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$262K -$11.6K -460 -4%
CB
1100
Chemical Bank
Michigan
$261K +$258K +10,200 New
42 43
44
45 46