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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1301
Trillium Asset Management
Massachusetts
$275K -$13.4K -199 -5%
KFP
1302
KMG Fiduciary Partners
Ohio
$275K +$34.8K +517 +14%
SFG
1303
SevenBridge Financial Group
Pennsylvania
$274K – – –
HH
1304
Hilltop Holdings
Texas
$274K +$9.55K +142 +4%
BCI
1305
Brinker Capital Investments
Pennsylvania
$273K – – –
NDSI
1306
Newman Dignan & Sheerar Inc
Rhode Island
$273K – – –
APG
1307
Abacus Planning Group
South Carolina
$273K +$67 +1 +0%
HI
1308
Horizon Investments
North Carolina
$273K +$276K +4,107 New
WP
1309
WealthSource Partners
California
$272K -$40K -594 -13%
LOAMS
1310
Lombard Odier Asset Management (Switzerland)
Switzerland
$270K -$1.18M -17,519 -81%
ST
1311
Spinnaker Trust
Maine
$269K – – –
FSC
1312
Full Sail Capital
Oklahoma
$269K +$12K +179 +5%
CCM
1313
Coldstream Capital Management
Washington
$268K +$270K +4,020 New
SCM
1314
Salem Capital Management
Massachusetts
$267K – – –
FWM
1315
Focused Wealth Management
New York
$266K -$16.9K -251 -6%
CB
1316
CNB Bank
Pennsylvania
$266K +$11.8K +175 +5%
CPA
1317
Clear Perspective Advisors
Illinois
$265K +$1.68K +25 +0.6%
MWP
1318
Moller Wealth Partners
$264K – – –
MA
1319
Mutual Advisors
Nebraska
$264K +$9.35K +139 +4%
TSW
1320
Thompson Siegel & Walmsley
Virginia
$263K – – –
EIP
1321
Epoch Investment Partners
New York
$262K – – –
CHAM
1322
Clear Harbor Asset Management
Connecticut
$261K -$84.1K -1,250 -24%
PWMAG
1323
Pinnacle Wealth Management Advisory Group
New Jersey
$261K -$14.1K -210 -5%
BPWA
1324
Beacon Pointe Wealth Advisors
California
$260K -$41K -610 -14%
AB
1325
Atlas Brown
Kentucky
$260K -$25.8K -384 -9%
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