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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1476
Lyell Wealth Management
California
$338K – – –
SCA
1477
Sippican Capital Advisors
Massachusetts
$337K -$18.8K -450 -5%
TB
1478
Terril Brothers
Missouri
$333K – – –
SFG
1479
SNS Financial Group
Minnesota
$333K +$147K +3,514 +81%
SIC
1480
Sigma Investment Counselors
Michigan
$332K +$88.1K +2,113 +37%
WPC
1481
White Pine Capital
Minnesota
$331K – – –
CFMC
1482
Curbstone Financial Management Corp
New Hampshire
$330K +$13.6K +325 +4%
ODCM
1483
Old Dominion Capital Management
Virginia
$330K +$324K +7,765 New
PI
1484
Pettee Investors
Connecticut
$329K – – –
OFW
1485
Omnia Family Wealth
Florida
$328K -$19.7K -473 -6%
CWM
1486
Circle Wealth Management
New Jersey
$328K – – –
MIM
1487
Miller Investment Management
Pennsylvania
$327K – – –
PSC
1488
Prentiss Smith & Co
Vermont
$327K – – –
SCA
1489
Stuart Chaussee & Associates
California
$327K +$84.5K +2,025 +36%
SCI
1490
Stableford Capital II
Arizona
$327K +$321K +7,705 New
GS
1491
Gagnon Securities
New York
$326K -$4.59K -110 -1%
MCM
1492
McRae Capital Management
New Jersey
$326K +$8.34K +200 +3%
AW
1493
Alpha Windward
Massachusetts
$325K +$2.84K +68 +0.9%
GIM
1494
Goelzer Investment Management
Indiana
$324K -$188K -4,503 -37%
EVM
1495
Evelyn V. Moreno
$324K -$7.3K -175 -2%
VFP
1496
Verus Financial Partners
Virginia
$324K – – –
CCMG
1497
Clark Capital Management Group
Pennsylvania
$323K – – –
LYV
1498
Live Your Vision
Pennsylvania
$323K – – –
RWP
1499
RWA Wealth Partners
Massachusetts
$323K +$317K +7,609 New
HCP
1500
Holt Capital Partners
Texas
$322K -$27.1K -650 -8%
58 59
60
61 62