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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1551
HeadInvest LLC
Maine
$251K +$70.8K +650 +36%
CD
1552
Carl Domino
Florida
$251K +$268K +2,458 New
FM
1553
Family Management
New York
$250K – – –
MCM
1554
Marathon Capital Management
Maryland
$250K – – –
HCM
1555
HM Capital Management
Missouri
$250K +$1.2K +11 +0.5%
PAM
1556
PT Asset Management
Illinois
$250K +$267K +2,450 New
IRS
1557
Invictus RG (Singapore)
Singapore
$247K +$263K +2,413 New
EGM
1558
Engineers Gate Manager
New York
$247K +$263K +2,415 New
CRIG
1559
Charter Research & Investment Group
Connecticut
$245K – – –
WHI
1560
William Harris Investors
Illinois
$245K – – –
MRI
1561
Mad River Investors
Massachusetts
$245K +$261K +2,400 New
TIM
1562
Tortoise Investment Management
New York
$243K – – –
BWFM
1563
Bridgewater Wealth & Financial Management
Maryland
$243K +$30.1K +276 +13%
BBPWM
1564
Blue Bell Private Wealth Management
Pennsylvania
$237K – – –
SFSG
1565
Stearns Financial Services Group
North Carolina
$237K +$38.7K +355 +18%
AA
1566
Apriem Advisors
California
$236K -$18.3K -168 -7%
HR
1567
Howe & Rusling
New York
$236K -$8.49K -78 -3%
SFS
1568
Summit Financial Strategies
Ohio
$236K +$218 +2 +0.1%
IF
1569
IRON Financial
Illinois
$236K +$19.6K +180 +8%
CBB
1570
Citizens Business Bank
California
$235K -$633K -5,816 -72%
VAS
1571
Valicenti Advisory Services
New York
$234K – – –
CPC
1572
Cookson Peirce & Co
Pennsylvania
$233K -$44.2K -406 -15%
OMC
1573
Overbrook Management Corp
New York
$233K – – –
FWM
1574
Focused Wealth Management
New York
$232K +$45.3K +416 +22%
BFM
1575
Boothbay Fund Management
New York
$230K +$245K +2,251 New
61 62
63
64 65