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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2051
Peoples Bank (Ohio)
Ohio
$517K -$10.9K -194 -2%
PFC
2052
Phocas Financial Corp
California
$517K – – –
HCM
2053
Hilton Capital Management
New York
$516K +$10.5K +187 +2%
TGAM
2054
TBH Global Asset Management
Tennessee
$515K +$481K +8,603 New
MG
2055
Mather Group
Illinois
$515K +$482K +8,611 New
VWA
2056
VERITY Wealth Advisors
United States
$514K – – –
MFW
2057
Meristem Family Wealth
Minnesota
$513K +$61.2K +1,093 +15%
PFO
2058
Pathstone Family Office
New Jersey
$512K +$5.54K +99 +1%
FCB
2059
First Command Bank
Texas
$511K -$39.6K -708 -8%
FCFS
2060
First Command Financial Services
Texas
$511K -$39.6K -708 -8%
SWA
2061
Stratos Wealth Advisors
Ohio
$510K -$3.58K -64 -0.7%
BCWM
2062
Blue Chip Wealth Management
Florida
$508K +$6.49K +116 +1%
AMCA
2063
Arthur M. Cohen & Associates
Illinois
$506K – – –
MFG
2064
Merit Financial Group
Georgia
$506K +$208K +3,720 +79%
LDFR
2065
Lehman & Derafelo Financial Resources
Pennsylvania
$505K +$39.7K +709 +9%
SFP
2066
Shepherd Financial Partners
Massachusetts
$502K +$9.79K +175 +2%
CPC
2067
Congress Park Capital
New York
$500K – – –
SAG
2068
Spotlight Asset Group
Illinois
$500K +$490K +8,758 New
MA
2069
MCF Advisors
Kentucky
$499K -$1.4K -25 -0.3%
LC
2070
Landaas & Company
Wisconsin
$499K – – –
KP
2071
Keel Point
Alabama
$499K +$54.1K +967 +13%
OAM
2072
Oxford Asset Management
United Kingdom
$496K -$11.5M -206,233 -96%
VCM
2073
Vivaldi Capital Management
Illinois
$495K -$123K -2,194 -21%
SMFS
2074
Squar Milner Financial Services
California
$492K -$61.2K -1,093 -12%
FA
2075
FCG Advisors
New Jersey
$492K -$26.2K -469 -5%
81 82
83
84 85