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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1226
Sonora Investment Management
Arizona
$162K – – –
ATC
1227
Adirondack Trust Company
New York
$162K – – –
CAW
1228
Cornerstone Advisors (Washington)
Washington
$160K – – –
CCM
1229
Cribstone Capital Management
Maine
$160K – – –
CFA
1230
Carroll Financial Associates
North Carolina
$157K – – –
HWP
1231
Hefty Wealth Partners
Indiana
$157K – – –
TF
1232
Tompkins Financial
New York
$154K – – –
ARMT
1233
Amica Retiree Medical Trust
Rhode Island
$153K – – –
BCP
1234
Blackhawk Capital Partners
Wisconsin
$151K +$138K +605 New
CFG
1235
CKW Financial Group
Hawaii
$150K – – –
HCM
1236
Highlander Capital Management
New Jersey
$150K – – –
PK
1237
Pflug Koory
Nebraska
$149K -$4.57K -20 -3%
MOS
1238
MGO One Seven
Ohio
$148K +$136K +594 New
PWPS
1239
Pinnacle Wealth Planning Services
Ohio
$144K +$131K +575 New
KPCM
1240
Kings Point Capital Management
New York
$142K – – –
SQA
1241
Simon Quick Advisors
New Jersey
$139K -$17.4K -76 -13%
AF
1242
Advisornet Financial
Minnesota
$138K +$127K +554 New
TSW
1243
Thompson Siegel & Walmsley
Virginia
$137K +$45.7K +200 +57%
GRP
1244
Global Retirement Partners
California
$137K +$47.1K +206 +60%
SLF
1245
Sun Life Financial
Ontario, Canada
$136K -$291K -1,271 -70%
VCM
1246
Versant Capital Management
Arizona
$133K +$18.3K +80 +18%
RFS
1247
Rockefeller Financial Services
New York
$128K -$194K -850 -62%
IUHSA
1248
Itau Unibanco Holding S.A.
Brazil
$128K -$93.5K -409 -44%
KF
1249
Krilogy Financial
Missouri
$128K +$229 +1 +0.2%
AI
1250
ArchPoint Investors
Florida
$125K – – –
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