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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1776
Parkside Financial Bank & Trust
Missouri
$285K +$10.1K +68 +4%
BCCM
1777
Bridge Creek Capital Management
Massachusetts
$284K -$297 -2 -0.1%
PC
1778
Pecaut & Co
Iowa
$284K – – –
UBWV
1779
United Bank (West Virginia)
West Virginia
$283K +$16.2K +109 +6%
CAS
1780
Cue Advisory Services
Arizona
$282K – – –
ST
1781
Sentinel Trust
Texas
$282K +$8.92K +60 +3%
BHWM
1782
Bar Harbor Wealth Management
New Hampshire
$282K +$24.5K +165 +10%
NFG
1783
Nations Financial Group
Iowa
$281K -$9.66K -65 -3%
PL
1784
Plancorp LLC
Missouri
$278K -$13.7K -92 -5%
PWAG
1785
Polaris Wealth Advisory Group
California
$278K +$274K +1,843 New
AI
1786
Accredited Investors
Minnesota
$276K +$23.5K +158 +9%
FCMC
1787
Founders Capital Management (Connecticut)
Connecticut
$272K – – –
CWM
1788
Connecticut Wealth Management
Connecticut
$272K +$26.8K +180 +11%
BFA
1789
Bragg Financial Advisors
North Carolina
$272K +$268K +1,803 New
MCM
1790
Maple Capital Management
Vermont
$269K +$7.43K +50 +3%
RSA
1791
Robertson Stephens Advisors
California
$268K -$616K -4,144 -70%
FC
1792
Financial Consulate
Maryland
$264K – – –
NPF
1793
Norris Perne & French
Michigan
$263K – – –
MBTD
1794
Mechanics Bank - Trust Department
California
$263K +$259K +1,741 New
NFC
1795
Northeast Financial Consultants
Connecticut
$260K -$7.43K -50 -3%
JWM
1796
Jacobus Wealth Management
Wisconsin
$260K +$59.3K +399 +30%
DDPIC
1797
Deroy & Devereaux Private Investment Counsel
Michigan
$260K +$256K +1,722 New
IIC
1798
Ironwood Investment Counsel
Arizona
$259K -$1.64K -11 -0.6%
CCG
1799
Chatham Capital Group
Georgia
$258K – – –
NP
1800
NorthRock Partners
Minnesota
$258K +$255K +1,716 New
70 71
72
73 74