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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1076
MJP Associates
Connecticut
$244K +$20K +303 +9%
MBT
1077
Montecito Bank & Trust
California
$244K +$45.6K +691 +22%
CIS
1078
Connors Investor Services
Pennsylvania
$244K +$254K +3,850 New
XWM
1079
Xcel Wealth Management
Florida
$244K +$254K +3,851 New
AWAP
1080
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$242K – – –
BCB
1081
Brian C. Broderick
$242K – – –
BG
1082
Bollard Group
Massachusetts
$240K +$1.92K +29 +0.8%
GCM
1083
Gables Capital Management
Florida
$239K – – –
HIA
1084
Harbor Investment Advisory
Maryland
$239K +$12.3K +187 +5%
SC
1085
Steph & Co
Wisconsin
$239K +$14K +212 +6%
RiverFront Investment Group
1086
RiverFront Investment Group
Virginia
$239K +$250K +3,782 New
CAM
1087
Claret Asset Management
Quebec, Canada
$237K – – –
Ballentine Partners
1088
Ballentine Partners
Massachusetts
$236K +$726 +11 +0.3%
TCM
1089
Triumph Capital Management
Colorado
$235K +$249K +3,766 New
JC
1090
Jacobs & Co
California
$234K +$245K +3,706 New
EWM
1091
EPG Wealth Management
Georgia
$233K +$1.78K +27 +0.7%
SAM
1092
Secure Asset Management
Michigan
$232K +$264 +4 +0.1%
LI
1093
Lafayette Investments
Maryland
$232K +$242K +3,666 New
PBO
1094
Peoples Bank (Ohio)
Ohio
$231K +$241K +3,653 New
ODCM
1095
Old Dominion Capital Management
Virginia
$230K -$13.2K -200 -5%
EFSCE
1096
Enterprise Financial Services Corp (EFSC)
Missouri
$228K -$57.6K -872 -20%
NFG
1097
Nations Financial Group
Iowa
$228K -$55.1K -834 -19%
ME
1098
McIlrath & Eck
Washington
$228K +$24.9K +377 +12%
WFI
1099
West Family Investments
California
$227K +$237K +3,582 New
Driehaus Capital Management
1100
Driehaus Capital Management
Illinois
$227K +$237K +3,592 New