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Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
1201
Windsor Financial Group
Minnesota
$271K -$29.6K -345 -10%
AI
1202
Accredited Investors
Minnesota
$271K +$5.23K +61 +2%
HPBT
1203
High Point Bank & Trust
North Carolina
$268K – – –
BOS
1204
Bingham Osborn & Scarborough
California
$266K +$249K +2,900 New
PAI
1205
Pittenger & Anderson Inc
Nebraska
$265K – – –
SCA
1206
Sippican Capital Advisors
Massachusetts
$264K +$247K +2,880 New
CFA
1207
Capstone Financial Advisors
Illinois
$262K +$13.6K +158 +6%
HCM
1208
Highlander Capital Management
New Jersey
$261K -$107K -1,250 -30%
GIM
1209
Goelzer Investment Management
Indiana
$261K -$23.2K -270 -9%
LCM
1210
Landscape Capital Management
New Jersey
$257K -$189K -2,200 -44%
AIA
1211
Arbor Investment Advisors
North Carolina
$256K – – –
BMC
1212
Benin Management Corp
Connecticut
$252K -$34.3K -400 -13%
FMWA
1213
Forvis Mazars Wealth Advisors
Missouri
$252K – – –
IFB
1214
iAB Financial Bank
Indiana
$252K – – –
I
1215
IberiaBank
Louisiana
$251K -$16.2K -189 -6%
TBNY
1216
Trustco Bank (New York)
New York
$250K – – –
AL
1217
Agran Libbie
California
$249K – – –
SMC
1218
Smith, Moore & Co
Missouri
$249K +$86 +1 +0%
SWA
1219
SFMG Wealth Advisors
Texas
$249K +$14.2K +165 +6%
LBC
1220
Lawrence B. Cohen
$248K -$43.7K -510 -16%
CAS
1221
CTC Alternative Strategies
Illinois
$248K +$232K +2,700 New
PGA
1222
Portland Global Advisors
Maine
$247K – – –
KPCM
1223
Kings Point Capital Management
New York
$246K – – –
FAT
1224
First American Trust
California
$246K +$230K +2,678 New
MCM
1225
Maple Capital Management
Vermont
$245K -$38.6K -450 -14%
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