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Name Holding Trade Value Shares
Change 		Change in
Stake
BST
1201
Bath Savings Trust
Maine
$236K +$188K +940 New
JG
1202
Jefferies Group
New York
$235K -$1.6K -8 -0.8%
NFG
1203
Next Financial Group
Texas
$234K +$186K +931 New
PWM
1204
Perigon Wealth Management
California
$233K +$185K +925 New
NB
1205
NBT Bank
New York
$233K +$185K +926 New
OC
1206
Oakworth Capital
Alabama
$231K – – –
CSIC
1207
Clifford Swan Investment Counsel
California
$231K +$183K +917 New
CBA
1208
Coastal Bridge Advisors
Connecticut
$231K +$183K +917 New
BG
1209
Bahl & Gaynor
Ohio
$230K +$183K +915 New
FMWA
1210
Forvis Mazars Wealth Advisors
Missouri
$230K +$183K +915 New
PI
1211
Pettee Investors
Connecticut
$230K +$183K +915 New
CMBA
1212
C.M. Bidwell & Associates
Hawaii
$229K +$162K +810 +810%
AI
1213
Accredited Investors
Minnesota
$229K +$182K +909 New
PFS
1214
Prospera Financial Services
Texas
$228K -$161K -807 -47%
SCM
1215
Sitrin Capital Management
California
$227K +$178K +890 New
QOP
1216
Quinn Opportunity Partners
Virginia
$226K -$2.52M -12,620 -93%
SFSIG
1217
San Francisco Sentry Investment Group
California
$222K -$119K -597 -40%
SVWAG
1218
Sound View Wealth Advisors Group
Georgia
$219K +$174K +870 New
CIP
1219
Convergence Investment Partners
Florida
$219K +$174K +871 New
OMC
1220
Old Mission Capital
Illinois
$219K +$174K +872 New
VV
1221
Verity & Verity
South Carolina
$218K +$168K +840 New
CAAS
1222
Capital Asset Advisory Services
Michigan
$218K +$173K +865 New
T
1223
TOBAM
France
$218K +$173K +865 New
WC
1224
Westhampton Capital
North Carolina
$218K +$173K +867 New
TA
1225
Tiedemann Advisors
New York
$217K +$172K +862 New
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