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Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1926
Godshalk Welsh Capital Management
Pennsylvania
$229K – – –
SFS
1927
Strategic Financial Services
New York
$229K – – –
NF
1928
Nikulski Financial
Iowa
$229K +$282K +950 New
SIM
1929
Sonora Investment Management
Arizona
$227K – – –
BPB
1930
Badgley, Phelps & Bell
Washington
$226K +$13.7K +46 +5%
MIM
1931
Marco Investment Management
Georgia
$226K +$24.4K +82 +10%
NP
1932
NorthRock Partners
Minnesota
$225K -$466K -1,567 -63%
CCB
1933
Cutter & Co Brokerage
Missouri
$225K -$10.7K -36 -4%
NSB
1934
Norway Savings Bank
Maine
$224K +$125K +420 +83%
MW
1935
Marcum Wealth
Ohio
$221K -$5.65K -19 -2%
CCM
1936
Cadence Capital Management
Massachusetts
$220K -$15.8K -53 -6%
SSW
1937
Smith Shellnut Wilson
Mississippi
$219K – – –
WB
1938
West Bancorporation
Iowa
$219K +$595 +2 +0.2%
CCFM
1939
Clear Creek Financial Management
Washington
$218K -$3.27K -11 -1%
PAM
1940
Paradigm Asset Management
New York
$217K – – –
LD
1941
Lipe & Dalton
New York
$217K – – –
BWM
1942
Baystate Wealth Management
Massachusetts
$217K +$44.6K +150 +20%
PO
1943
Private Ocean
California
$217K +$81.8K +275 +44%
HIS
1944
Harvest Investment Services
Illinois
$216K -$422K -1,420 -61%
CG
1945
Corundum Group
Colorado
$216K +$57.1K +192 +27%
SWA
1946
Stratos Wealth Advisors
Ohio
$216K +$266K +894 New
HA
1947
Hamel Associates
New Jersey
$215K -$47.6K -160 -15%
BBA
1948
Braun-Bostich & Associates
Pennsylvania
$215K – – –
SRC
1949
Sage Rhino Capital
California
$214K +$1.49K +5 +0.6%
JIC
1950
Joel Isaacson & Co
New York
$213K +$297 +1 +0.1%
76 77
78
79 80