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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1276
Sutton Wealth Advisors
Florida
$712K – – –
FAM
1277
Fortaleza Asset Management
Illinois
$711K -$1.15M -8,943 -63%
LA
1278
Lynch & Associates
Indiana
$711K -$34.5K -268 -5%
SC
1279
Searle & Co
Connecticut
$707K +$32.2K +250 +5%
SLG
1280
Stanley-Laman Group
Pennsylvania
$706K +$20.1K +156 +3%
OIA
1281
Optimum Investment Advisors
Illinois
$705K +$39.6K +307 +6%
CWM
1282
Concentric Wealth Management
California
$704K +$677K +5,251 New
SAS
1283
Stelac Advisory Services
New York
$702K +$675K +5,233 New
AB
1284
AT Bancorp
Iowa
$700K +$673K +5,225 New
BCP
1285
Berkeley Capital Partners
Georgia
$697K -$36.5K -283 -5%
CPA
1286
Columbia Pacific Advisors
Washington
$696K +$669K +5,192 New
CS
1287
Cannell & Spears
New York
$688K +$17.5K +136 +3%
NPT
1288
Nixon Peabody Trust
Massachusetts
$687K – – –
BFC
1289
Blue Fin Capital
Rhode Island
$686K +$90.2K +700 +16%
MWM
1290
Meridian Wealth Management
Kentucky
$685K +$657K +5,098 New
RCP
1291
Rothschild Capital Partners
New York
$684K – – –
TIA
1292
Tiemann Investment Advisors
California
$683K -$83.8K -650 -11%
CCG
1293
Chatham Capital Group
Georgia
$683K – – –
GC
1294
Grimes & Company
Massachusetts
$679K -$66.5K -516 -9%
NSIM
1295
North Star Investment Management
Illinois
$678K +$290K +2,253 +80%
AB
1296
Atlas Brown
Kentucky
$677K – – –
CBA
1297
Coastal Bridge Advisors
Connecticut
$675K +$20.2K +157 +3%
JMFC
1298
J.M. Forbes & Co
Massachusetts
$671K -$12.9K -100 -2%
NED
1299
Nancy E. Dempze
$665K +$29K +225 +5%
HI
1300
Horizon Investments
North Carolina
$665K +$640K +4,963 New
50 51
52
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