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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
1901
Cypress Capital Management (Wyoming)
Wyoming
$222K – – –
CI
1902
Cowen Inc
New York
$222K +$217K +1,300 New
SFSG
1903
Stearns Financial Services Group
North Carolina
$221K -$18.2K -109 -8%
OWM
1904
Orgel Wealth Management
Wisconsin
$220K -$10.5K -63 -5%
OC
1905
Oakworth Capital
Alabama
$220K – – –
NBG
1906
Nancy B. Gardiner
$220K +$215K +1,290 New
FPC
1907
Falcon Point Capital
California
$218K -$32K -192 -14%
PVWM
1908
Point View Wealth Management
New Jersey
$217K +$212K +1,268 New
PWMAG
1909
Pinnacle Wealth Management Advisory Group
New Jersey
$217K +$212K +1,272 New
MJP
1910
Michael J. Puzo
$217K +$213K +1,275 New
GIA
1911
GHP Investment Advisors
Colorado
$215K -$167K -1,000 -44%
PFGIA
1912
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$275K -1,650 -57%
PTC
1913
Petrus Trust Company
Texas
$213K +$208K +1,249 New
CSM
1914
CAMG Solamere Management
North Carolina
$212K +$206K +1,234 New
AEPG
1915
American Economic Planning Group
New Jersey
$212K +$207K +1,243 New
CNB
1916
Camden National Bank
Maine
$212K +$207K +1,243 New
CAL
1917
Capital Advisors Ltd
Ohio
$211K +$16.7K +100 +9%
CTA
1918
Colonial Trust Advisors
South Carolina
$210K +$205K +1,227 New
FAN
1919
Financial Advisors Network
California
$209K +$204K +1,225 New
MWM
1920
Modera Wealth Management
New Jersey
$209K +$204K +1,225 New
ODG
1921
O'Dell Group
Ohio
$208K +$203K +1,218 New
EIA
1922
Edgemoor Investment Advisors
Maryland
$205K +$200K +1,200 New
HAIM
1923
Hunter Associates Investment Management
Pennsylvania
$205K +$200K +1,200 New
ODCM
1924
Old Dominion Capital Management
Virginia
$205K +$200K +1,200 New
FFBTD
1925
First Financial Bank - Trust Division
Ohio
$204K +$199K +1,193 New
75 76
77
78 79