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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1201
Salem Investment Counselors
North Carolina
$240K – – –
ARTA
1202
A.R.T. Advisors
New York
$240K +$191K +955 New
1WA
1203
180 Wealth Advisors
Washington
$239K +$167K +833 New
AFAS
1204
Acorn Financial Advisory Services
Virginia
$236K +$188K +938 New
BST
1205
Bath Savings Trust
Maine
$236K +$188K +940 New
JG
1206
Jefferies Group
New York
$235K -$1.6K -8 -0.8%
NFG
1207
Next Financial Group
Texas
$234K +$186K +931 New
PWM
1208
Perigon Wealth Management
California
$233K +$185K +925 New
NB
1209
NBT Bank
New York
$233K +$185K +926 New
OC
1210
Oakworth Capital
Alabama
$231K – – –
CSIC
1211
Clifford Swan Investment Counsel
California
$231K +$183K +917 New
CBA
1212
Coastal Bridge Advisors
Connecticut
$231K +$183K +917 New
BG
1213
Bahl & Gaynor
Ohio
$230K +$183K +915 New
FMWA
1214
Forvis Mazars Wealth Advisors
Missouri
$230K +$183K +915 New
PI
1215
Pettee Investors
Connecticut
$230K +$183K +915 New
CMBA
1216
C.M. Bidwell & Associates
Hawaii
$229K +$162K +810 +810%
AI
1217
Accredited Investors
Minnesota
$229K +$182K +909 New
PFS
1218
Prospera Financial Services
Texas
$228K -$161K -807 -47%
SCM
1219
Sitrin Capital Management
California
$227K +$178K +890 New
QOP
1220
Quinn Opportunity Partners
Virginia
$226K -$2.52M -12,620 -93%
SFSIG
1221
San Francisco Sentry Investment Group
California
$222K -$119K -597 -40%
SVWAG
1222
Sound View Wealth Advisors Group
Georgia
$219K +$174K +870 New
CIP
1223
Convergence Investment Partners
Florida
$219K +$174K +871 New
OMC
1224
Old Mission Capital
Illinois
$219K +$174K +872 New
VV
1225
Verity & Verity
South Carolina
$218K +$168K +840 New
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