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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1626
Security Asset Management
New York
$228K – – –
PIM
1627
Parasol Investment Management
Illinois
$227K -$302K -7,238 -58%
WG
1628
Winton Group
United Kingdom
$225K -$44.1K -1,058 -17%
CANC
1629
Culbertson A N & Co
Virginia
$225K +$8.38K +201 +4%
PBO
1630
Peoples Bank (Ohio)
Ohio
$224K -$98.4K -2,360 -31%
ISB
1631
Iowa State Bank
Iowa
$224K -$6.05K -145 -3%
OSNBOA
1632
Old Second National Bank of Aurora
Illinois
$224K – – –
CCB
1633
Cutter & Co Brokerage
Missouri
$223K -$1.33K -32 -0.6%
AIP
1634
Ahrens Investment Partners
Louisiana
$223K – – –
ANB
1635
Amarillo National Bank
Texas
$223K – – –
SCG
1636
Sonata Capital Group
Washington
$223K – – –
HA
1637
Hays Advisory
Tennessee
$223K +$219K +5,246 New
GAAM
1638
Guinness Atkinson Asset Management
California
$222K – – –
VST
1639
Van Strum & Towne
California
$221K – – –
VWM
1640
Venturi Wealth Management
Texas
$221K +$212K +5,086 New
MCA
1641
Morris Capital Advisors
Pennsylvania
$220K -$115K -2,750 -35%
QAM
1642
QCI Asset Management
New York
$218K – – –
CWM
1643
Concentric Wealth Management
California
$217K -$25.4K -608 -11%
SCM
1644
SOL Capital Management
Maryland
$217K – – –
BWP
1645
Baldwin Wealth Partners
Massachusetts
$215K -$68.5K -1,643 -24%
JAM
1646
Jolley Asset Management
North Carolina
$215K +$8.34K +200 +4%
IWA
1647
Intercontinental Wealth Advisors
Texas
$214K +$210K +5,035 New
CG
1648
Corundum Group
Colorado
$213K – – –
TDC
1649
Thompson Davis & Co
Virginia
$213K +$188K +4,500 +877%
ZAM
1650
Zevin Asset Management
Massachusetts
$213K +$209K +5,014 New
64 65
66
67 68