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Name Holding Trade Value Shares
Change 		Change in
Stake
RWMH
1651
Riverpoint Wealth Management Holdings
Illinois
$346K +$311K +3,191 New
CWM
1652
Connecticut Wealth Management
Connecticut
$345K -$14.6K -150 -5%
HL
1653
HeadInvest LLC
Maine
$345K +$9.75K +100 +3%
PHAM
1654
Palisades Hudson Asset Management
Florida
$344K – – –
SC
1655
Schulhoff & Co
Ohio
$343K – – –
RP
1656
Reinhart Partners
Wisconsin
$343K +$321K +3,290 New
JDR
1657
Jay D. Rosenbaum
$342K -$39.5K -405 -11%
PO
1658
Private Ocean
California
$342K +$156K +1,597 +95%
LRIC
1659
Long Road Investment Counsel
Michigan
$341K – – –
SWK
1660
Stephen W. Kidder
$341K – – –
CCM
1661
Compass Capital Management
Minnesota
$339K – – –
RGIA
1662
Rainier Group Investment Advisory
Washington
$337K +$343K +3,519 New
BA
1663
BKS Advisors
Michigan
$336K -$215K -2,210 -41%
SFSG
1664
Stearns Financial Services Group
North Carolina
$333K +$2.44K +25 +0.8%
GWM
1665
Greenwich Wealth Management
Connecticut
$333K +$14.9K +153 +5%
FCCM
1666
First City Capital Management
Georgia
$332K – – –
RGC
1667
Roberts, Glore & Co
Illinois
$330K +$76.1K +780 +33%
ACM
1668
AUA Capital Management
Pennsylvania
$330K +$309K +3,167 New
FNB
1669
Farmers National Bank
Kentucky
$329K +$4.19K +43 +1%
SIC
1670
SFE Investment Counsel
California
$329K +$297K +3,045 New
SIM
1671
SSI Investment Management
California
$325K -$488 -5 -0.2%
CP
1672
Coho Partners
Pennsylvania
$325K – – –
IT
1673
Independence Trust
Tennessee
$325K +$304K +3,120 New
AIA
1674
Allegis Investment Advisors
Idaho
$321K -$18.7K -192 -6%
BEC
1675
Blue Edge Capital
Virginia
$320K – – –
65 66
67
68 69