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Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
1401
Dubuque Bank & Trust
Iowa
$210K -$68.8K -780 -25%
PG
1402
Portola Group
California
$210K – – –
HR
1403
Howe & Rusling
New York
$208K -$1.24K -14 -0.6%
BBPWM
1404
Blue Bell Private Wealth Management
Pennsylvania
$205K -$4.32K -49 -2%
BCM
1405
Brookstone Capital Management
Illinois
$203K +$202K +2,285 New
EIA
1406
Edgemoor Investment Advisors
Maryland
$202K +$200K +2,268 New
CT
1407
Coastline Trust
Rhode Island
$200K +$198K +2,250 New
IFB
1408
iAB Financial Bank
Indiana
$200K +$198K +2,250 New
CFG
1409
CKW Financial Group
Hawaii
$196K +$28.4K +322 +17%
GSC
1410
Ground Swell Capital
South Carolina
$192K +$29.7K +337 +18%
EFSCE
1411
Enterprise Financial Services Corp (EFSC)
Missouri
$184K -$13.8K -157 -7%
CL
1412
CFS LLC
Oklahoma
$180K +$111K +1,263 +167%
AP
1413
Atwood & Palmer
Missouri
$175K +$107K +1,217 +163%
MBE
1414
Michael B. Elefante
$174K – – –
CA
1415
CapWealth Advisors
Tennessee
$173K +$43.2K +490 +34%
LFR
1416
Lehman Financial Resources
Pennsylvania
$167K – – –
EWM
1417
Edge Wealth Management
New York
$166K +$19.8K +225 +14%
WF
1418
WealthTrust Fairport
Ohio
$162K – – –
FA
1419
Financial Advantage
Maryland
$155K +$25.1K +285 +20%
GAM
1420
Gemmer Asset Management
California
$154K +$39.7K +450 +35%
SFPIA
1421
Stevens First Principles Investment Advisors
California
$150K – – –
TDC
1422
Thompson Davis & Co
Virginia
$147K -$216K -2,445 -60%
FWM
1423
Focused Wealth Management
New York
$146K – – –
TIM
1424
Tortoise Investment Management
New York
$142K -$10.1K -115 -7%
HDIM
1425
Hanson & Doremus Investment Management
Vermont
$142K – – –
55 56
57
58 59