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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2101
Sippican Capital Advisors
Massachusetts
$266K -$4.29K -60 -2%
PCM
2102
Poehling Capital Management
Wisconsin
$266K +$162K +2,260 +159%
NFG
2103
NewFocus Financial Group
Washington
$266K +$263K +3,680 New
RB
2104
Rodgers Brothers
Pennsylvania
$266K +$263K +3,680 New
Kovitz Investment Group Partners
2105
Kovitz Investment Group Partners
Illinois
$265K -$307K -4,300 -54%
NAMP
2106
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$261K
SCM
2107
Sterneck Capital Management
Missouri
$261K
AA
2108
Alesco Advisors
New York
$259K -$61.5K -860 -19%
SG
2109
Strid Group
Pennsylvania
$259K -$27.2K -380 -10%
FFG
2110
Ford Financial Group
California
$259K +$5.72K +80 +2%
FA
2111
Forefront Analytics
Pennsylvania
$259K +$256K +3,580 New
MPPLM
2112
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$258K +$14.3K +200 +6%
Members Trust
2113
Members Trust
Florida
$257K +$255K +3,560 New
GIA
2114
GHP Investment Advisors
Colorado
$255K +$252K +3,520 New
NFG
2115
Noven Financial Group
Colorado
$255K +$252K +3,520 New
CG
2116
Corundum Group
Colorado
$253K +$250K +3,500 New
SAA
2117
Southeast Asset Advisors
Georgia
$253K +$250K +3,500 New
TI
2118
Telemetry Investments
New York
$252K +$249K +3,480 New
IWA
2119
Intercontinental Wealth Advisors
Texas
$250K -$70.1K -980 -22%
LC
2120
LCNB Corp
Ohio
$249K +$246K +3,440 New
WWM
2121
Windsor Wealth Management
Indiana
$249K +$246K +3,440 New
TSWM
2122
Triangle Securities Wealth Management
North Carolina
$247K -$7.15K -100 -3%
SGA
2123
Strategic Global Advisors
California
$247K +$245K +3,420 New
PC
2124
Peavine Capital
Nevada
$246K +$243K +3,400 New
LFA
2125
Legacy Financial Advisors
Kentucky
$245K +$34.3K +480 +16%