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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1201
Secor Capital Advisors
New York
$217K +$199K +869 New
KWM
1202
Kingsview Wealth Management
Oregon
$216K -$159K -697 -45%
WP
1203
WMS Partners
Maryland
$216K +$198K +865 New
WF
1204
Welch & Forbes
Massachusetts
$214K +$196K +858 New
BL
1205
BFSG LLC
California
$213K +$196K +855 New
CCA
1206
Clearwater Capital Advisors
Illinois
$211K +$193K +845 New
BFC
1207
Bedel Financial Consulting
Indiana
$210K +$193K +843 New
SWM
1208
Segment Wealth Management
Texas
$208K +$190K +833 New
PMG
1209
ProVise Management Group
Florida
$206K +$188K +824 New
KFA
1210
Kays Financial Advisory
Georgia
$206K +$189K +826 New
MCM
1211
Maple Capital Management
Vermont
$205K -$17.2K -75 -8%
NCM
1212
Noesis Capital Mangement
Florida
$202K +$185K +808 New
AWA
1213
Arete Wealth Advisors
Illinois
$202K +$185K +809 New
BAM
1214
Boyar Asset Management
New York
$202K +$185K +811 New
GLI
1215
Guardian Life Insurance
New York
$199K +$54.9K +240 +43%
OC
1216
Oakworth Capital
Alabama
$184K – – –
GBT
1217
Grove Bank & Trust
Florida
$179K -$7.32K -32 -4%
RFA
1218
Reilly Financial Advisors
California
$174K – – –
BC
1219
Barnett & Company
Tennessee
$172K -$19.4K -85 -11%
SBL
1220
Sargent Bickham Lagudis
Colorado
$165K +$54.4K +238 +56%
SIM
1221
Sonora Investment Management
Arizona
$162K – – –
ATC
1222
Adirondack Trust Company
New York
$162K – – –
CAW
1223
Cornerstone Advisors (Washington)
Washington
$160K – – –
CCM
1224
Cribstone Capital Management
Maine
$160K – – –
CFA
1225
Carroll Financial Associates
North Carolina
$157K – – –
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