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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1026
Arrow Financial
New York
$518K -$22.1K -355 -4%
WC
1027
Westhampton Capital
North Carolina
$518K +$528K +8,490 New
RG
1028
Rikoon Group
New Mexico
$517K – – –
SFSIG
1029
San Francisco Sentry Investment Group
California
$516K -$2.3K -37 -0.4%
EM
1030
Excalibur Management
Massachusetts
$512K -$934 -15 -0.2%
CCA
1031
Checchi Capital Advisers
California
$511K -$1.43K -23 -0.3%
CPA
1032
Capital Planning Advisors
California
$506K – – –
AFP
1033
Ausdal Financial Partners
Iowa
$505K – – –
FFBTD
1034
First Financial Bank - Trust Division
Ohio
$502K -$34K -546 -6%
CAG
1035
Crestwood Advisors Group
Massachusetts
$502K +$512K +8,230 New
SW
1036
SVB Wealth
Massachusetts
$501K -$20.2K -325 -4%
JWS
1037
Juncture Wealth Strategies
Arizona
$500K – – –
GCAC
1038
Guardian Capital Advisors (Canada)
Ontario, Canada
$498K – – –
FM
1039
Foster & Motley
Ohio
$498K +$150K +2,412 +42%
HIM
1040
Hillsdale Investment Management
Ontario, Canada
$495K +$467K +7,500 +1,210%
WPC
1041
Waters Parkerson & Co
Louisiana
$494K -$18.7K -300 -4%
AF
1042
Advisornet Financial
Minnesota
$493K +$157K +2,526 +45%
CWM
1043
Connecticut Wealth Management
Connecticut
$492K +$502K +8,069 New
LIM
1044
Loudon Investment Management
New Hampshire
$488K -$12.4K -200 -2%
MIAS
1045
Mason Investment Advisory Services
Virginia
$487K +$497K +7,984 New
GFP
1046
Gryphon Financial Partners
Ohio
$487K +$169K +2,708 +51%
LNB
1047
Ledyard National Bank
$486K -$46.6K -749 -9%
SC
1048
SRB Corp
Massachusetts
$484K -$159K -2,549 -24%
MCA
1049
Mercer Capital Advisers
New Jersey
$484K – – –
GC
1050
Grace Capital
Massachusetts
$480K – – –
40 41
42
43 44