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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1276
SevenBridge Financial Group
Pennsylvania
$234K – – –
CLOS
1277
Compagnie Lombard Odier SCmA
Switzerland
$233K -$209K -3,670 -47%
ATFA
1278
All Terrain Financial Advisors
Minnesota
$233K -$59.5K -1,046 -20%
TFF
1279
The Family Firm
Maryland
$233K -$12.7K -224 -5%
BP
1280
Ballentine Partners
Massachusetts
$232K -$126K -2,213 -35%
PWW
1281
Pettyjohn Wood & White
Virginia
$231K -$2.85K -50 -1%
FFN
1282
Focus Financial Network
Minnesota
$231K -$36.1K -635 -14%
ST
1283
Spinnaker Trust
Maine
$230K – – –
RWA
1284
Ropes Wealth Advisors
Massachusetts
$230K +$55.8K +980 +32%
B
1285
Bellecapital
Switzerland
$230K +$230K +4,035 New
NDSI
1286
Newman Dignan & Sheerar Inc
Rhode Island
$229K -$4.27K -75 -2%
BO
1287
BRR OpCo
Ohio
$229K +$18.7K +329 +9%
TW
1288
TrinityPoint Wealth
Connecticut
$229K +$225K +3,947 New
PB
1289
Pinnacle Bancorp
Nebraska
$228K -$111K -1,943 -33%
FNBOH
1290
First National Bank of Hutchinson
Kansas
$228K -$17.8K -312 -7%
SCM
1291
Salem Capital Management
Massachusetts
$228K – – –
NAS
1292
Nicolet Advisory Services
Wisconsin
$228K +$228K +4,009 New
MWP
1293
MYCIO Wealth Partners
Pennsylvania
$227K -$23.3K -409 -9%
JLBC
1294
J.L. Bainbridge & Co
Florida
$227K -$22.8K -400 -9%
MWP
1295
Moller Wealth Partners
$226K – – –
TIA
1296
Tiemann Investment Advisors
California
$225K -$16.5K -290 -7%
SIC
1297
Shoker Investment Counsel
Ohio
$225K +$911 +16 +0.4%
KFS
1298
Kelly Financial Services
Massachusetts
$223K +$1.48K +26 +0.7%
TSW
1299
Thompson Siegel & Walmsley
Virginia
$223K -$2.28K -40 -1%
AB
1300
Atlas Brown
Kentucky
$222K – – –
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