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Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1126
US Financial Advisors
Massachusetts
$294K – – –
JWM
1127
Jacobus Wealth Management
Wisconsin
$291K – – –
TH
1128
TCTC Holdings
Texas
$291K – – –
FNBTCON
1129
First National Bank & Trust Co of Newtown
Pennsylvania
$290K -$51K -350 -15%
FIB
1130
First Interstate Bank
Montana
$289K -$48.3K -332 -15%
CHC
1131
City Holding Co
West Virginia
$289K – – –
SM
1132
Stratton Management
Pennsylvania
$289K +$51K +350 +22%
RDM
1133
Retirement Design & Management
Connecticut
$287K – – –
RGNCM
1134
R.G. Niederhoffer Capital Management
New York
$286K +$277K +1,900 New
CCM
1135
Check Capital Management
California
$285K – – –
SCA
1136
Samson Capital Advisors
New York
$285K – – –
MSR
1137
Main Street Research
Connecticut
$285K +$46K +316 +20%
ZCI
1138
Zevenbergen Capital Investments
Washington
$284K +$14.6K +100 +6%
PFBT
1139
Parkside Financial Bank & Trust
Missouri
$283K +$13.2K +91 +5%
FB
1140
Fulton Bank
Pennsylvania
$281K -$36.4K -250 -12%
PAG
1141
Pinnacle Advisory Group
Maryland
$279K +$291 +2 +0.1%
HWA
1142
Heritage Wealth Advisors
Virginia
$279K +$34.2K +235 +14%
AIM
1143
Advantage Investment Management
Iowa
$278K -$1.31K -9 -0.5%
MIC
1144
Meridian Investment Counsel
California
$277K +$43.7K +300 +19%
FSA
1145
Financial Sense Advisors
California
$276K +$268K +1,842 New
POA
1146
Pergamon Offshore Advisors
New York
$274K +$266K +1,826 New
FC
1147
Forte Capital
New York
$272K – – –
GWS
1148
Glassman Wealth Services
Virginia
$272K +$14.6K +100 +6%
ARMC
1149
American Research & Management Company
Massachusetts
$270K -$29.7K -204 -10%
LC
1150
Loews Corp
New York
$270K – – –
44 45
46
47 48