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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1251
Princeton Alpha Management
New Jersey
$297K +$315K +4,834 New
B
1252
BancorpSouth
Mississippi
$295K -$925K -14,194 -75%
EIA
1253
Edgemoor Investment Advisors
Maryland
$292K – – –
VC
1254
Vicus Capital
Pennsylvania
$291K -$101K -1,556 -25%
RMCM
1255
Reynders McVeigh Capital Management
Massachusetts
$290K +$3.32K +51 +1%
DCLA
1256
Douglas C. Lane & Associates
New York
$289K +$21K +323 +7%
DDPIC
1257
Deroy & Devereaux Private Investment Counsel
Michigan
$287K – – –
LNB
1258
Ledyard National Bank
$287K – – –
MCWS
1259
McKinley Carter Wealth Services
West Virginia
$285K +$9.12K +140 +3%
CCA
1260
Cobblestone Capital Advisors
New York
$281K – – –
DAC
1261
Dividend Assets Capital
South Carolina
$280K -$4.89K -75 -2%
PL
1262
Plancorp LLC
Missouri
$280K – – –
AWE
1263
Avidian Wealth Enterprises
Texas
$279K -$1.69K -26 -0.6%
WSC
1264
Wellington Shields & Co
New York
$279K – – –
MWM
1265
Modera Wealth Management
New Jersey
$276K +$2.41K +37 +0.8%
MAP
1266
Managed Asset Portfolios
Michigan
$273K -$6.52K -100 -2%
SCA
1267
Strategic Capital Alternatives
United States
$272K – – –
TWA
1268
TCI Wealth Advisors
Arizona
$272K +$13K +200 +5%
PG
1269
Patten Group
Tennessee
$272K -$6.26K -96 -2%
AAS
1270
Annex Advisory Services
Wisconsin
$269K -$19.1K -293 -6%
DA
1271
Dillon & Associates
Michigan
$268K – – –
CLOS
1272
Compagnie Lombard Odier SCmA
Switzerland
$267K +$52.1K +800 +23%
RDM
1273
Retirement Design & Management
Connecticut
$265K -$6.52K -100 -2%
LC
1274
Lincoln Capital
Nebraska
$265K +$21.8K +335 +8%
AW
1275
Alpha Windward
Massachusetts
$264K +$9.78K +150 +4%
49 50
51
52 53