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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1401
Hilton Capital Management
New York
$470K – – –
SCG
1402
Sonata Capital Group
Washington
$468K -$457K -2,047 -49%
MP
1403
McDonald Partners
Ohio
$467K +$50.4K +226 +12%
PWLP
1404
Prio Wealth Limited Partnership
Massachusetts
$466K – – –
MA
1405
MCF Advisors
Kentucky
$466K +$4.91K +22 +1%
IIC
1406
Ironwood Investment Counsel
Arizona
$465K -$27.7K -124 -6%
UFA
1407
US Financial Advisors
Massachusetts
$464K – – –
CB
1408
Community Bank
New York
$460K -$67.8K -304 -13%
SP
1409
Successful Portfolios
Florida
$459K -$10.3K -46 -2%
IWA
1410
Intercontinental Wealth Advisors
Texas
$458K -$60.4K -271 -12%
SVCP
1411
Silicon Valley Capital Partners
California
$458K – – –
FCFC
1412
First Commonwealth Financial Corp
Pennsylvania
$457K -$31.7K -142 -6%
PD
1413
Planning Directions
Pennsylvania
$457K +$12.3K +55 +3%
BFS
1414
Bard Financial Services
Connecticut
$456K -$24.5K -110 -5%
LIM
1415
Leavell Investment Management
Alabama
$456K – – –
AC
1416
AWM Capital
Arizona
$456K +$447K +2,005 New
RIM
1417
Rockbridge Investment Management
New York
$455K -$11.2K -50 -2%
BWFA
1418
Baltimore-Washington Financial Advisors
Maryland
$454K -$31K -139 -6%
ACA
1419
Affinity Capital Advisors
California
$454K +$31.7K +142 +7%
FIA
1420
Foundations Investment Advisors
Arizona
$454K +$32.3K +145 +8%
RMC
1421
Resources Management Corp
Connecticut
$453K +$26.3K +118 +6%
B
1422
Bridgeworth
Alabama
$452K +$1.11K +5 +0.2%
MC
1423
Miramar Capital
Illinois
$451K -$15.8K -71 -3%
CCM
1424
Crossvault Capital Management
Texas
$451K – – –
GD
1425
Grandfield & Dodd
New York
$450K +$29.9K +134 +7%
55 56
57
58 59