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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1526
Clean Yield Group
Vermont
$258K – – –
JSAM
1527
J. Safra Asset Management
New York
$258K +$255K +6,000 New
HIC
1528
Holderness Investments Company
North Carolina
$256K -$4.24K -100 -2%
CCM
1529
Coldstream Capital Management
Washington
$255K +$252K +5,939 New
EGA
1530
E&G Advisors
Texas
$254K -$136K -3,200 -35%
EA
1531
Evanston Advisors
Illinois
$254K -$4.16K -98 -2%
I2I
1532
Insight 2811 Inc
Illinois
$252K – – –
PWMAG
1533
Pinnacle Wealth Management Advisory Group
New Jersey
$252K – – –
CA
1534
Capital Advantage
California
$251K -$17.6K -415 -7%
VFA
1535
Virtus Fund Advisers
Connecticut
$250K – – –
EGM
1536
Engineers Gate Manager
New York
$250K +$247K +5,825 New
DMK
1537
David M. Knott
$249K – – –
FANJ
1538
Financial Architects (New Jersey)
New Jersey
$248K +$552 +13 +0.2%
NFG
1539
Nations Financial Group
Iowa
$246K +$243K +5,726 New
KWMG
1540
King Wealth Management Group
Florida
$244K -$2.38K -56 -1%
SIC
1541
Sigma Investment Counselors
Michigan
$244K +$25.5K +600 +12%
WPP
1542
Whalerock Point Partners
Rhode Island
$243K -$1.06K -25 -0.4%
BMM
1543
Berkshire Money Management
Massachusetts
$241K +$4.24K +100 +2%
CGL
1544
Clarius Group LLC
Washington
$241K +$238K +5,614 New
JAFL
1545
Jay A. Fishman Ltd
Michigan
$241K – – –
NEPWA
1546
New England Private Wealth Advisors
Massachusetts
$239K +$2.29K +54 +1%
AF
1547
Affiance Financial
Minnesota
$238K – – –
CISOA
1548
Capital Investment Services of America
Wisconsin
$237K – – –
HCP
1549
Holt Capital Partners
Texas
$237K – – –
LC
1550
Loews Corp
New York
$236K – – –
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