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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1451
Golden State Equity Partners
California
$393K +$141K +2,560 +66%
JAFL
1452
Jay A. Fishman Ltd
Michigan
$392K – – –
ST
1453
Smithfield Trust
Pennsylvania
$392K – – –
SFI
1454
SPC Financial Inc
Maryland
$391K +$36.9K +670 +12%
RQS
1455
Ramsey Quantitative Systems
Kentucky
$391K +$352K +6,400 New
NSIM
1456
North Star Investment Management
Illinois
$390K – – –
CTA
1457
Chesley Taft & Associates
Illinois
$390K +$4.4K +80 +1%
LHC
1458
Little House Capital
Massachusetts
$389K -$147K -2,680 -30%
EAM
1459
Evanson Asset Management
California
$387K -$82.5K -1,500 -17%
NHC
1460
Nicholas Hoffman & Company
Georgia
$385K -$37.4K -680 -10%
GFS
1461
GYL Financial Synergies
Connecticut
$385K -$26.4K -480 -7%
FCCM
1462
First City Capital Management
Georgia
$385K – – –
PFM
1463
Parsec Financial Management
North Carolina
$385K – – –
WTC
1464
WhitTier Trust Company
Nevada
$385K +$8.26K +150 +2%
BHBT
1465
Burke & Herbert Bank & Trust
Virginia
$384K – – –
PP
1466
PDS Planning
Ohio
$384K +$16K +290 +5%
SIM
1467
SSI Investment Management
California
$383K – – –
UBV
1468
United Bank (Virginia)
Virginia
$383K +$13.8K +250 +4%
BST
1469
Bath Savings Trust
Maine
$381K – – –
VLKIM
1470
Van Lanschot Kempen Investment Management
Netherlands
$381K +$343K +6,240 New
MSAM
1471
Moloney Securities Asset Management
Missouri
$380K -$29.2K -530 -8%
BMC
1472
Benin Management Corp
Connecticut
$378K – – –
LF
1473
LifeSteps Financial
California
$375K – – –
AF
1474
Apexium Financial
Texas
$375K +$4.95K +90 +1%
MHR
1475
Matthew Hamilton Rosenberg
$375K +$9.91K +180 +3%
57 58
59
60 61