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Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
1901
Prentiss Smith & Co
Vermont
$342K – – –
CC
1902
Cornerstone Capital
California
$341K -$9.47K -197 -3%
TAM
1903
Trillium Asset Management
Massachusetts
$341K -$7.36K -153 -2%
9WM
1904
9258 Wealth Management
Ohio
$341K -$3.7K -77 -1%
AWP
1905
Ascent Wealth Partners
New York
$341K -$1.92K -40 -0.6%
TVWM
1906
Tower View Wealth Management
Wisconsin
$341K +$12K +250 +4%
GFPC
1907
Global Financial Private Client
Florida
$341K -$38.5K -800 -10%
FM
1908
Family Management
New York
$340K -$28.8K -598 -8%
BMC
1909
Benin Management Corp
Connecticut
$339K -$9.62K -200 -3%
IGGA
1910
Iron Gate Global Advisors
Utah
$339K – – –
ACM
1911
Ategra Capital Management
Virginia
$338K +$240 +5 +0.1%
CM
1912
Castleark Management
Illinois
$337K – – –
FAG
1913
Financial Advisory Group
Texas
$337K +$2.4K +50 +0.7%
MCP
1914
Mirador Capital Partners
California
$334K -$1.53M -31,741 -82%
OCG
1915
Opus Capital Group
Ohio
$334K -$40.3K -837 -11%
EIP
1916
Ellis Investment Partners
Pennsylvania
$333K -$54.5K -1,133 -14%
SA
1917
SL Advisors
New Jersey
$333K +$76.9K +1,599 +31%
KFI
1918
Key Financial Inc
Pennsylvania
$332K -$30.1K -626 -9%
NPF
1919
Norris Perne & French
Michigan
$332K +$9.38K +195 +3%
FUBT
1920
First United Bank & Trust
Maryland
$330K – – –
PI
1921
Pettee Investors
Connecticut
$328K – – –
FCFC
1922
First Citizens Financial Corp
Iowa
$328K +$192 +4 +0.1%
XF
1923
XML Financial
Maryland
$327K -$134K -2,791 -30%
MGIA
1924
Matthew Goff Investment Advisor
Texas
$326K – – –
FPCM
1925
Financial Partners Capital Management
New York
$326K -$9.62K -200 -3%
75 76
77
78 79