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Name Holding Trade Value Shares
Change 		Change in
Stake
DW
1501
Domani Wealth
Pennsylvania
$211K +$199K +1,884 New
CLM
1502
ClearBridge LLC (Maryland)
Maryland
$210K -$47.5K -450 -20%
SIM
1503
Sadoff Investment Management
Wisconsin
$209K +$193K +1,828 New
UBWV
1504
United Bank (West Virginia)
West Virginia
$209K +$194K +1,834 New
HAIM
1505
Hunter Associates Investment Management
Pennsylvania
$208K -$43.8K -415 -19%
MCA
1506
Mercer Capital Advisers
New Jersey
$205K -$106K -1,000 -36%
IAA
1507
Ironsides Asset Advisors
North Carolina
$205K +$189K +1,794 New
FCMC
1508
Founders Capital Management (Connecticut)
Connecticut
$205K +$190K +1,800 New
PWS
1509
Peloton Wealth Strategists
Indiana
$205K +$190K +1,800 New
CA
1510
Cornerstone Advisory
Maryland
$203K +$187K +1,775 New
STMM
1511
South Texas Money Management
Texas
$203K +$188K +1,783 New
ACS
1512
Archford Capital Strategies
Illinois
$203K +$17.1K +162 +10%
YIA
1513
YHB Investment Advisors
Connecticut
$202K -$46.1K -437 -20%
CAS
1514
Cue Advisory Services
Arizona
$201K -$69.2K -656 -27%
NEPPG
1515
New England Professional Planning Group
Rhode Island
$201K +$183K +1,735 New
PTC
1516
Provident Trust Company
Wisconsin
$201K +$185K +1,758 New
MBI
1517
Montrusco Bolton Investments
Quebec, Canada
$200K +$185K +1,750 New
FAB
1518
First American Bank
Illinois
$200K +$185K +1,753 New
GWS
1519
Glassman Wealth Services
Virginia
$199K – – –
RP
1520
Rowlandmiller & Partners
Georgia
$192K +$15.8K +150 +10%
NCM
1521
Nelson Capital Management
California
$190K – – –
EFSCE
1522
Enterprise Financial Services Corp (EFSC)
Missouri
$190K +$8.76K +83 +5%
PFBT
1523
Parkside Financial Bank & Trust
Missouri
$187K +$4.64K +44 +3%
LNB
1524
Ledyard National Bank
$184K +$89.7K +850 +110%
FMP
1525
Financial Management Professionals
Texas
$182K +$20.9K +198 +14%
59 60
61
62 63