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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
776
Ceeto Capital Group
Florida
$957K – – –
CIS
777
Connors Investor Services
Pennsylvania
$952K – – –
PFSC
778
Peoples Financial Services Corp
Pennsylvania
$951K -$3.83K -25 -0.3%
WIS
779
Wright Investors Service
Connecticut
$951K +$126K +824 +12%
SS
780
Simplicity Solutions
Minnesota
$943K +$652K +4,254 +120%
1IA
781
1834 Investment Advisors
Wisconsin
$940K -$106K -693 -8%
CAM
782
CenterStar Asset Management
Illinois
$940K – – –
MW
783
Marcum Wealth
Ohio
$940K +$20.9K +136 +2%
CCA
784
Cobblestone Capital Advisors
New York
$936K -$71.2K -464 -6%
CNFG
785
Creegan & Nassoura Financial Group
New Hampshire
$933K -$11.5K -75 -1%
SIMG
786
Sonora Investment Management Group
Arizona
$933K – – –
BC
787
Barrett & Company
Rhode Island
$932K +$750K +4,892 New
HCP
788
Hexagon Capital Partners
Arkansas
$930K +$15.3K +100 +1%
BCM
789
Birmingham Capital Management
Alabama
$930K +$452K +2,950 +62%
GT
790
Greenleaf Trust
Michigan
$926K +$279K +1,820 +31%
FHC
791
First Heartland Consultants
Missouri
$924K +$83.4K +544 +8%
WJWM
792
Williams Jones Wealth Management
New York
$922K -$22.2K -145 -2%
IF
793
Integrity Financial
Wyoming
$921K -$6.9K -45 -0.6%
PAM
794
Paradigm Asset Management
New York
$920K -$15.3K -100 -1%
BWM
795
BigSur Wealth Management
Florida
$920K – – –
FCH
796
Freestone Capital Holdings
Washington
$915K -$102K -665 -8%
WPC
797
White Pine Capital
Minnesota
$913K -$113K -735 -9%
FCM
798
Fortis Capital Management
Washington
$913K +$75.8K +494 +7%
FFBTD
799
First Financial Bank - Trust Division
Ohio
$912K +$29.4K +192 +3%
CC
800
Colrain Capital
Massachusetts
$908K – – –
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