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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1451
Lourd Capital
California
$435K +$53.9K +1,955 +14%
PH
1452
Pinnacle Holdings
Oklahoma
$433K -$5.71K -207 -1%
JIP
1453
Jaffetilchin Investment Partners
Florida
$428K -$99.8K -3,616 -19%
TNAM
1454
Terra Nova Asset Management
New York
$426K – – –
MBT
1455
Montecito Bank & Trust
California
$424K +$52.6K +1,907 +14%
BIAS
1456
Beacon Investment Advisory Services
New Jersey
$423K – – –
EM
1457
Emancipation Management
New York
$421K -$552K -20,000 -56%
CA
1458
Cortland Associates
Missouri
$420K +$426K +15,450 New
RWM
1459
Raffa Wealth Management
District of Columbia
$419K – – –
IIM
1460
Ipswich Investment Management
Massachusetts
$418K -$6.18K -224 -1%
TPWA
1461
TRUE Private Wealth Advisors
Oregon
$417K +$423K +15,345 New
PFS
1462
Prospera Financial Services
Texas
$414K -$183K -6,640 -30%
RWA
1463
River Wealth Advisors
Pennsylvania
$414K -$20.5K -744 -5%
SP
1464
Sarasin & Partners
United Kingdom
$412K – – –
TWI
1465
Thomas White International
Illinois
$411K – – –
BIM
1466
Baldwin Investment Management
Pennsylvania
$410K +$138 +5 +0%
WA
1467
Waverly Advisors
Alabama
$409K +$313K +11,350 +307%
DA
1468
Dillon & Associates
Michigan
$408K – – –
JIM
1469
Jensen Investment Management
Oregon
$401K -$59.3K -2,150 -13%
JDR
1470
Jay D. Rosenbaum
$398K – – –
LFA
1471
Landmark Financial Advisors
Kentucky
$398K +$138 +5 +0%
SIG
1472
Schooner Investment Group
Pennsylvania
$396K -$690K -25,000 -63%
SIM
1473
SSI Investment Management
California
$392K – – –
SC
1474
Searle & Co
Connecticut
$390K +$2.26K +82 +0.6%
MSR
1475
Main Street Research
Connecticut
$389K +$6.35K +230 +2%
57 58
59
60 61