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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1176
Simon Quick Advisors
New Jersey
$286K +$14.5K +410 +6%
TCOT
1177
Trust Company of Toledo
Ohio
$286K +$269K +7,610 New
WP
1178
WealthPLAN Partners
Nebraska
$285K -$41K -1,160 -15%
AI
1179
Accredited Investors
Minnesota
$285K +$37.1K +1,050 +16%
BFM
1180
Boston Financial Management
Massachusetts
$285K +$269K +7,600 New
PO
1181
Private Ocean
California
$283K +$117K +3,310 +78%
TFS
1182
TrustCore Financial Services
Tennessee
$282K -$40.3K -1,140 -13%
ISL
1183
Ingalls & Snyder LLC
New York
$281K -$1.77K -50 -0.7%
MME
1184
Meag Munich Ergo
Germany
$279K -$2.4M -67,700 -90%
HW
1185
Hamilton Wealth
California
$279K -$42.1K -1,190 -14%
DP
1186
Dearborn Partners
Illinois
$276K +$17.7K +500 +7%
JFGIW
1187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$275K +$354 +10 +0.1%
BWA
1188
BDO Wealth Advisors
Florida
$275K +$189K +5,330 +267%
GLAM
1189
Gardner Lewis Asset Management
Pennsylvania
$274K – – –
NB
1190
NBT Bank
New York
$273K -$8.85K -250 -3%
IRC
1191
Investors Research Corp
Georgia
$273K – – –
JAFL
1192
Jay A. Fishman Ltd
Michigan
$273K +$271K +7,650 New
EWM
1193
Executive Wealth Management
Michigan
$271K -$57.7K -1,630 -18%
AWE
1194
Avidian Wealth Enterprises
Texas
$271K +$255K +7,210 New
BMC
1195
Benin Management Corp
Connecticut
$270K -$53.1K -1,500 -17%
PAI
1196
Pittenger & Anderson Inc
Nebraska
$270K -$4.25K -120 -2%
OAJ
1197
Ogorek Anthony Joseph
New York
$270K – – –
WF
1198
Welch & Forbes
Massachusetts
$269K +$5.31K +150 +2%
TCM
1199
Tufton Capital Management
Maryland
$268K +$12K +340 +5%
BS
1200
Boenning & Scattergood
Pennsylvania
$268K +$14.2K +400 +6%
46 47
48
49 50