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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1026
Acadia Trust
Maine
$1.03M -$3.36K -30 -0.3%
LCS
1027
Levin Capital Strategies
New York
$1.03M – – –
EHWM
1028
Eads & Heald Wealth Management
Georgia
$1.02M -$46.4K -414 -4%
WA
1029
Winfield Associates
Ohio
$1.02M +$31.1K +278 +3%
OCG
1030
Opus Capital Group
Ohio
$1.02M +$444K +3,965 +76%
FAM
1031
Formidable Asset Management
Ohio
$1.01M – – –
AAC
1032
Asset Advisors Corp
Georgia
$1M +$58.9K +526 +6%
SDIC
1033
South Dakota Investment Council
South Dakota
$1M -$314K -2,800 -24%
OMCS
1034
Old Mutual Customised Solutions
South Africa
$1M – – –
ANB
1035
Amarillo National Bank
Texas
$993K -$12.7K -113 -1%
PAIA
1036
Park Avenue Institutional Advisers
New York
$988K +$995K +8,887 New
SCM
1037
Salem Capital Management
Massachusetts
$978K -$5.6K -50 -0.6%
JIC
1038
Joel Isaacson & Co
New York
$969K +$16.9K +151 +2%
LWM
1039
Lyons Wealth Management
Florida
$968K -$157K -1,406 -14%
SFSG
1040
Stearns Financial Services Group
North Carolina
$964K -$11.2K -100 -1%
GHAM
1041
Gilman Hill Asset Management
Connecticut
$960K +$172K +1,532 +22%
AIM
1042
Aspen Investment Management
Michigan
$958K +$2.8K +25 +0.3%
PWMAG
1043
Pinnacle Wealth Management Advisory Group
New Jersey
$956K -$206K -1,840 -18%
FPCM
1044
Financial Partners Capital Management
New York
$950K – – –
EDRH
1045
Edmond de Rothschild Holding
Switzerland
$948K +$955K +8,530 New
CCM
1046
Crossvault Capital Management
Texas
$945K – – –
OC
1047
Oakworth Capital
Alabama
$943K -$448K -4,000 -33%
LW
1048
Linscomb Wealth
Texas
$936K -$1.9K -17 -0.2%
LGC
1049
Laurel Grove Capital
California
$934K -$11.2K -100 -1%
CCM
1050
Compton Capital Management
Rhode Island
$934K -$5.6K -50 -0.6%
40 41
42
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