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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
1676
Zevin Asset Management
Massachusetts
$209K – – –
TAM
1677
Todd Asset Management
Kentucky
$207K +$1.82K +40 +0.9%
ISB
1678
Iowa State Bank
Iowa
$206K -$37.3K -820 -15%
BC
1679
Banced Corp
Illinois
$206K +$208K +4,570 New
VWM
1680
Venturi Wealth Management
Texas
$205K -$11.9K -261 -5%
FCFC
1681
First Commonwealth Financial Corp
Pennsylvania
$205K – – –
HJA
1682
Hugh Johnson Advisors
New York
$205K – – –
TIM
1683
Total Investment Management
Arizona
$205K – – –
PCP
1684
Proficio Capital Partners
Massachusetts
$203K -$14.1K -311 -6%
HBWM
1685
Hollow Brook Wealth Management
New York
$203K – – –
NA
1686
Nottingham Advisors
New York
$203K – – –
I2I
1687
Insight 2811 Inc
Illinois
$203K +$205K +4,510 New
BCM
1688
Bluefin Capital Management
New York
$202K +$204K +4,480 New
BHB
1689
Bank Hapoalim BM
Israel
$201K -$36.7K -806 -15%
TFF
1690
The Family Firm
Maryland
$201K +$409 +9 +0.2%
AGM
1691
Alpine Global Management
New York
$201K +$203K +4,468 New
PK
1692
Pflug Koory
Nebraska
$200K – – –
EA
1693
Evanston Advisors
Illinois
$200K +$202K +4,447 New
AIM
1694
Advantage Investment Management
Iowa
$196K +$21.7K +476 +12%
CPA
1695
Clear Perspective Advisors
Illinois
$193K -$3.37K -74 -2%
WIM
1696
Westside Investment Management
California
$190K +$1.32K +29 +0.7%
CCM
1697
Cribstone Capital Management
Maine
$182K – – –
BWP
1698
Baldwin Wealth Partners
Massachusetts
$179K – – –
CWM
1699
Catamount Wealth Management
Connecticut
$176K +$18.2K +400 +11%
WA
1700
WealthTrust-Arizona
Arizona
$171K +$136 +3 +0.1%
66 67
68
69 70