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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1501
Kurt F. Somerville
$288K – – –
HCM
1502
Harvest Capital Management
New Hampshire
$288K +$18.6K +150 +6%
ZB
1503
Zions Bancorporation
Utah
$287K +$31K +250 +13%
LJAC
1504
L.J. Altfest & Co
New York
$286K +$22K +177 +9%
CS
1505
Credential Securities
$285K -$10.8K -87 -4%
WPC
1506
White Pine Capital
Minnesota
$283K +$49.7K +400 +22%
BOS
1507
Bank of Stockton
California
$283K +$274K +2,210 New
PO
1508
Private Ocean
California
$282K +$248K +2,000 +1,000%
RBC
1509
Ronald Blue & Co
Georgia
$282K +$273K +2,199 New
CFN
1510
Cordasco Financial Network
Florida
$281K – – –
MWM
1511
Modera Wealth Management
New Jersey
$280K -$9.06K -73 -3%
LSC
1512
Lesa Sroufe & Co
Washington
$280K – – –
NC
1513
NewSquare Capital
Pennsylvania
$280K +$8.44K +68 +3%
GWM
1514
Greenwich Wealth Management
Connecticut
$279K +$11.5K +93 +4%
WP
1515
WealthSource Partners
California
$278K -$1.28M -10,347 -83%
CCMW
1516
Cypress Capital Management (Wyoming)
Wyoming
$277K +$12.4K +100 +5%
SIM
1517
Sonora Investment Management
Arizona
$276K +$194K +1,565 +265%
FI
1518
FCM Investments
Texas
$276K – – –
KFS
1519
Kissinger Financial Services
Maryland
$276K +$266K +2,141 New
AWM
1520
Affinity Wealth Management
Delaware
$274K – – –
RAM
1521
Riggs Asset Management
Pennsylvania
$273K – – –
WKWM
1522
Walter & Keenan Wealth Management
Indiana
$273K +$37.2K +300 +16%
CCA
1523
Cobblestone Capital Advisors
New York
$272K +$2.48K +20 +1%
HCM
1524
Howland Capital Management
Massachusetts
$271K – – –
MSS
1525
Mitchell Sinkler & Starr
Pennsylvania
$271K – – –
59 60
61
62 63