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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
801
Bradley Foster & Sargent
Connecticut
$695K -$4.33M -20,528 -81%
TCM
802
Tandem Capital Management
New Jersey
$694K +$633K +2,999 +196%
DFC
803
DB Fitzpatrick & Co
Idaho
$691K +$77.2K +366 +9%
IWM
804
IHT Wealth Management
Illinois
$690K +$209K +989 +27%
FWCM
805
Ferguson Wellman Capital Management
Oregon
$685K +$2.74K +13 +0.3%
TC
806
Telemus Capital
Michigan
$683K -$3.28M -15,535 -77%
HPC
807
HM Payson & Co
Maine
$678K -$412K -1,950 -30%
WHCI
808
W.H. Cornerstone Investments
Massachusetts
$675K +$937K +4,439 New
IWC
809
Integrated Wealth Concepts
Massachusetts
$674K -$8.65K -41 -0.9%
FB
810
Fulton Bank
Pennsylvania
$674K -$6.75K -32 -0.7%
CT
811
Columbia Trust
Oregon
$672K +$69.6K +330 +8%
DA
812
Doliver Advisors
Texas
$668K +$18.6K +88 +2%
ZIG
813
Zullo Investment Group
Pennsylvania
$667K +$114K +539 +14%
SAM
814
Steinberg Asset Management
New York
$667K +$948K +4,491 New
BIM
815
Baldwin Investment Management
Pennsylvania
$664K +$64.4K +305 +7%
MTIM
816
Marathon Trading Investment Management
Pennsylvania
$653K +$929K +4,400 New
WA
817
WBH Advisory
Maryland
$649K -$16K -76 -2%
CWM
818
Circle Wealth Management
New Jersey
$649K -$8.86K -42 -1%
SSW
819
Smith Shellnut Wilson
Mississippi
$646K – – –
CWM
820
Curi Wealth Management
North Carolina
$646K +$917K +4,347 +144,900%
6F
821
626 Financial
Michigan
$642K +$49.8K +236 +6%
SW
822
SVB Wealth
Massachusetts
$640K +$633 +3 +0.1%
SACTSONJ
823
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$638K -$359K -1,700 -28%
JIC
824
Johnson Investment Counsel
Ohio
$638K -$29.3K -139 -3%
SOS
825
Silver Oak Securities
Tennessee
$637K +$28.3K +134 +6%
31 32
33
34 35